SYY · NYQ · Consumer Defensive
Sysco Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 73.49
Market price
USD 79.05
Implied upside
-7.0%
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 (USD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 87.5bn | USD 90.5bn | USD 93.7bn | USD 96.9bn | USD 100.3bn | +3.5% |
| EBIT | USD 3.4bn | USD 3.5bn | USD 3.6bn | USD 3.8bn | USD 3.9bn | +3.5% |
| NOPAT | USD 2.7bn | USD 2.8bn | USD 2.9bn | USD 3.0bn | USD 3.1bn | +3.5% |
| Add depreciation & amortisation | USD 1.1bn | USD 1.2bn | USD 1.2bn | USD 1.2bn | USD 1.3bn | +3.5% |
| Less capital expenditure | USD -882.7m | USD -913.3m | USD -945.0m | USD -977.8m | USD -1.0bn | +3.5% |
| Less increase in working capital | USD -419.6m | USD -434.2m | USD -449.2m | USD -464.8m | USD -481.0m | +3.5% |
| Free cashflow to firm | USD 2.5bn | USD 2.6bn | USD 2.7bn | USD 2.8bn | USD 2.9bn | +3.5% |
| Discount factor | 0.9638 | 0.8952 | 0.8315 | 0.7724 | 0.7174 | - |
| Present value | USD 2.4bn | USD 2.3bn | USD 2.2bn | USD 2.1bn | USD 2.0bn | -3.9% |
| Present Value Of The Forecast | USD 11.1bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.750 | Reported 0.627, pulled toward 1.0 (Blume) |
| Cost of equity | 9.12% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 37.9bn | 71.7% of capital |
| Total debt | USD 15.0bn | 28.3% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.66% | 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%
77% of EV
- Forecast FCFF, final year
- USD 2.9bn
- Capex at depreciation, working capital in reinvestment
- USD 3.1bn
- Less reinvestment at g/ROIC (14.5% of NOPAT)
- USD -446.3m
- Capitalised
- USD 2.6bn
- ROIC (reported)
- 17.2%
- Terminal value, undiscounted
- USD 52.1bn
- Terminal value, discounted
- USD 37.4bn
- Enterprise value
- USD 48.5bn
- Less net debt
- USD 13.2bn
- Equity value
- USD 35.3bn
Exit at 12.1x EBITDA
80% of EV
- Terminal value, undiscounted
- USD 62.5bn
- Terminal value, discounted
- USD 44.8bn
- Enterprise value
- USD 55.9bn
- Less net debt
- USD 13.2bn
- Equity value
- USD 42.7bn
Spread between methods: 19%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.66% | 107.83 | 119.59 | 135.02 | 156.21 | 187.14 |
| 6.66% | 82.03 | 88.67 | 96.87 | 107.27 | 120.92 |
| 7.66% | 64.61 | 68.67 | 73.49 | 79.31 | 86.51 |
| 8.66% | 52.06 | 54.67 | 57.69 | 61.22 | 65.41 |
| 9.66% | 42.58 | 44.32 | 46.29 | 48.54 | 51.14 |
Outlined: this model. Green text: above today's price of 79.05. 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 | 3.5% | 5.1% | +1.6pp |
| EBIT margin | 3.9% | 4.1% | +0.2pp |
| Discount rate | 7.7% | 7.4% | -0.3pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.