SGP.AX · ASX · Real Estate
Stockland
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Implied value per share
AUD 3.28
Market price
AUD 4.08
Implied upside
-19.6%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (AUD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | AUD 3.9bn | AUD 4.2bn | AUD 4.6bn | AUD 5.0bn | AUD 5.4bn | +8.5% |
| EBIT | AUD 920.5m | AUD 999.0m | AUD 1.1bn | AUD 1.2bn | AUD 1.3bn | +8.5% |
| NOPAT | AUD 846.9m | AUD 919.0m | AUD 997.4m | AUD 1.1bn | AUD 1.2bn | +8.5% |
| Add depreciation & amortisation | AUD 20.6m | AUD 22.4m | AUD 24.3m | AUD 26.4m | AUD 28.6m | +8.5% |
| Less capital expenditure | AUD -38.9m | AUD -42.3m | AUD -45.9m | AUD -49.8m | AUD -54.0m | +8.5% |
| Less increase in working capital | AUD -178.3m | AUD -193.5m | AUD -210.0m | AUD -227.9m | AUD -247.4m | +8.5% |
| Free cashflow to firm | AUD 650.2m | AUD 705.6m | AUD 765.7m | AUD 831.0m | AUD 901.8m | +8.5% |
| Discount factor | 0.9575 | 0.8778 | 0.8048 | 0.7378 | 0.6764 | - |
| Present value | AUD 622.5m | AUD 619.4m | AUD 616.3m | AUD 613.1m | AUD 610.0m | -0.5% |
| Present Value Of The Forecast | AUD 3.1bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.35% | Australian Government 10-year (RBA F2) |
| Equity risk premium | 6.00% | Market assumption |
| Beta | 0.963 | Reported 0.945, pulled toward 1.0 (Blume) |
| Cost of equity | 11.13% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.35% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | AUD 9.9bn | 67.0% of capital |
| Total debt | AUD 4.9bn | 33.0% of capital, book value as a proxy |
| Tax rate | 8.0% | Effective, capped at statutory |
| WACC | 9.08% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
74% of EV
- Forecast FCFF, final year
- AUD 901.8m
- Capex at depreciation, working capital in reinvestment
- AUD 1.2bn
- Less reinvestment at g/ROIC (27.5% of NOPAT)
- AUD -323.6m
- Capitalised
- AUD 851.1m
- ROIC (WACC floor)
- 9.1%
- Terminal value, undiscounted
- AUD 13.3bn
- Terminal value, discounted
- AUD 9.0bn
- Enterprise value
- AUD 12.1bn
- Less net debt
- AUD 4.1bn
- Equity value
- AUD 8.0bn
Exit at 18.8x EBITDA
84% of EV
- Terminal value, undiscounted
- AUD 24.5bn
- Terminal value, discounted
- AUD 16.6bn
- Enterprise value
- AUD 19.7bn
- Less net debt
- AUD 4.1bn
- Equity value
- AUD 15.6bn
Spread between methods: 65%.
Sensitivity
Value per share (AUD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 7.08% | 4.75 | 4.78 | 4.80 | 4.83 | 4.85 |
| 8.08% | 3.90 | 3.92 | 3.95 | 3.97 | 3.99 |
| 9.08% | 3.25 | 3.26 | 3.28 | 3.30 | 3.32 |
| 10.08% | 2.72 | 2.74 | 2.75 | 2.77 | 2.78 |
| 11.08% | 2.29 | 2.31 | 2.32 | 2.33 | 2.35 |
Outlined: this model. Green text: above today's price of 4.08. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 8.5% | 12.9% | +4.4pp |
| EBIT margin | 23.6% | 27.2% | +3.5pp |
| Discount rate | 9.1% | 7.9% | -1.2pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.