SU.TO · TOR · Energy
Suncor Energy Inc.
Also onConsensus Drift
Implied value per share
CAD 73.07
Market price
CAD 97.09
Implied upside
-24.7%
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 (CAD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | CAD 49.3bn | CAD 46.4bn | CAD 43.6bn | CAD 41.0bn | CAD 38.6bn | -5.9% |
| EBIT | CAD 8.7bn | CAD 8.2bn | CAD 7.7bn | CAD 7.3bn | CAD 6.9bn | -5.9% |
| NOPAT | CAD 6.5bn | CAD 6.1bn | CAD 5.7bn | CAD 5.4bn | CAD 5.1bn | -5.9% |
| Add depreciation & amortisation | CAD 6.4bn | CAD 6.0bn | CAD 5.7bn | CAD 5.4bn | CAD 5.0bn | -5.9% |
| Less capital expenditure | CAD -5.2bn | CAD -4.9bn | CAD -4.6bn | CAD -4.4bn | CAD -4.1bn | -5.9% |
| Less increase in working capital | CAD -284.4m | CAD -267.6m | CAD -251.7m | CAD -236.8m | CAD -222.8m | -5.9% |
| Free cashflow to firm | CAD 7.4bn | CAD 6.9bn | CAD 6.5bn | CAD 6.2bn | CAD 5.8bn | -5.9% |
| Discount factor | 0.9677 | 0.9063 | 0.8487 | 0.7948 | 0.7443 | - |
| Present value | CAD 7.1bn | CAD 6.3bn | CAD 5.5bn | CAD 4.9bn | CAD 4.3bn | -11.9% |
| Present Value Of The Forecast | CAD 28.2bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 3.30% | CAD assumption - no free live source available for this market (assumption) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.703 | Reported 0.556, pulled toward 1.0 (Blume) |
| Cost of equity | 7.16% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.09% | Interest expense / average total debt |
| Market capitalisation | CAD 114.6bn | 88.8% of capital |
| Total debt | CAD 14.5bn | 11.2% of capital, book value as a proxy |
| Tax rate | 25.9% | Effective, capped at statutory |
| WACC | 6.78% | 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%
72% of EV
- Forecast FCFF, final year
- CAD 5.8bn
- Capex at depreciation, working capital in reinvestment
- CAD 5.1bn
- Less reinvestment at g/ROIC (20.6% of NOPAT)
- CAD -1.0bn
- Capitalised
- CAD 4.0bn
- ROIC (reported)
- 12.1%
- Terminal value, undiscounted
- CAD 96.5bn
- Terminal value, discounted
- CAD 71.8bn
- Enterprise value
- CAD 100.0bn
- Less net debt
- CAD 10.9bn
- Equity value
- CAD 89.1bn
Exit at 8.4x EBITDA
73% of EV
- Terminal value, undiscounted
- CAD 100.0bn
- Terminal value, discounted
- CAD 74.5bn
- Enterprise value
- CAD 102.6bn
- Less net debt
- CAD 10.9bn
- Equity value
- CAD 91.8bn
Spread between methods: 3%.
Sensitivity
Value per share (CAD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 4.78% | 106.59 | 118.46 | 135.45 | 161.90 | 208.86 |
| 5.78% | 81.81 | 87.47 | 94.81 | 104.74 | 118.97 |
| 6.78% | 66.36 | 69.37 | 73.07 | 77.70 | 83.71 |
| 7.78% | 55.78 | 57.48 | 59.49 | 61.88 | 64.81 |
| 8.78% | 48.07 | 49.06 | 50.18 | 51.48 | 53.00 |
Outlined: this model. Green text: above today's price of 97.09. 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 | -5.9% | -0.5% | +5.4pp |
| EBIT margin | 17.8% | 23.1% | +5.4pp |
| Discount rate | 6.8% | 5.7% | -1.1pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.