WAT · NYQ · Healthcare
Waters Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 135.52
Market price
USD 421.63
Implied upside
-67.9%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Current EV/EBITDA of 41.9x sits outside a defensible 3-20x band, so the exit multiple is capped at 20.0x. A multiple that far out usually means EBITDA is the wrong denominator for this business.
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 3.2bn | USD 3.3bn | USD 3.4bn | USD 3.4bn | USD 3.5bn | +2.1% |
| EBIT | USD 897.5m | USD 916.5m | USD 936.0m | USD 955.8m | USD 976.1m | +2.1% |
| NOPAT | USD 761.2m | USD 777.3m | USD 793.8m | USD 810.7m | USD 827.9m | +2.1% |
| Add depreciation & amortisation | USD 185.9m | USD 189.8m | USD 193.8m | USD 198.0m | USD 202.2m | +2.1% |
| Less capital expenditure | USD -161.5m | USD -164.9m | USD -168.4m | USD -172.0m | USD -175.7m | +2.1% |
| Less increase in working capital | USD -67.2m | USD -68.6m | USD -70.1m | USD -71.6m | USD -73.1m | +2.1% |
| Free cashflow to firm | USD 718.3m | USD 733.6m | USD 749.2m | USD 765.1m | USD 781.3m | +2.1% |
| Discount factor | 0.9493 | 0.8554 | 0.7709 | 0.6947 | 0.6260 | - |
| Present value | USD 681.9m | USD 627.5m | USD 577.5m | USD 531.5m | USD 489.1m | -8.0% |
| Present Value Of The Forecast | USD 2.9bn | |||||
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 | 1.130 | Reported 1.194, pulled toward 1.0 (Blume) |
| Cost of equity | 11.21% | 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 41.4bn | 96.5% of capital |
| Total debt | USD 1.5bn | 3.5% of capital, book value as a proxy |
| Tax rate | 15.2% | Effective, capped at statutory |
| WACC | 10.97% | 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%
68% of EV
- Forecast FCFF, final year
- USD 781.3m
- Capex at depreciation, working capital in reinvestment
- USD 917.3m
- Less reinvestment at g/ROIC (12.4% of NOPAT)
- USD -113.7m
- Capitalised
- USD 803.6m
- ROIC (reported)
- 20.2%
- Terminal value, undiscounted
- USD 9.7bn
- Terminal value, discounted
- USD 6.1bn
- Enterprise value
- USD 9.0bn
- Less net debt
- USD 903.3m
- Equity value
- USD 8.1bn
Exit at 20.0x EBITDA
84% of EV
- Terminal value, undiscounted
- USD 23.6bn
- Terminal value, discounted
- USD 14.8bn
- Enterprise value
- USD 17.7bn
- Less net debt
- USD 903.3m
- Equity value
- USD 16.8bn
Spread between methods: 70%.
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% |
| 8.97% | 166.96 | 173.29 | 180.55 | 188.98 | 198.91 |
| 9.97% | 145.72 | 150.09 | 155.02 | 160.62 | 167.05 |
| 10.97% | 128.98 | 132.08 | 135.52 | 139.37 | 143.69 |
| 11.97% | 115.44 | 117.69 | 120.14 | 122.85 | 125.85 |
| 12.97% | 104.28 | 105.93 | 107.70 | 109.64 | 111.75 |
Outlined: this model. Green text: above today's price of 421.63. 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 | 2.1% | 37.7% | +35.5pp |
| EBIT margin | 27.8% | 83.1% | +55.3pp |
| Discount rate | 11.0% | 5.4% | -5.6pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.