WOR.AX · ASX · Energy
Worley Limited
Also onShortfallConsensus DriftCrosscheck
Implied value per share
AUD 7.85
Market price
AUD 9.82
Implied upside
-20.1%
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 10.5bn | AUD 10.3bn | AUD 10.1bn | AUD 9.9bn | AUD 9.7bn | -1.9% |
| EBIT | AUD 504.5m | AUD 494.8m | AUD 485.2m | AUD 475.8m | AUD 466.6m | -1.9% |
| NOPAT | AUD 353.2m | AUD 346.3m | AUD 339.6m | AUD 333.1m | AUD 326.6m | -1.9% |
| Add depreciation & amortisation | AUD 183.1m | AUD 179.6m | AUD 176.1m | AUD 172.7m | AUD 169.3m | -1.9% |
| Less capital expenditure | AUD -112.0m | AUD -109.8m | AUD -107.7m | AUD -105.6m | AUD -103.6m | -1.9% |
| Less increase in working capital | AUD -5.5m | AUD -5.4m | AUD -5.3m | AUD -5.2m | AUD -5.1m | -1.9% |
| Free cashflow to firm | AUD 418.8m | AUD 410.7m | AUD 402.8m | AUD 395.0m | AUD 387.3m | -1.9% |
| Discount factor | 0.9667 | 0.9033 | 0.8441 | 0.7888 | 0.7371 | - |
| Present value | AUD 404.8m | AUD 371.0m | AUD 340.0m | AUD 311.6m | AUD 285.5m | -8.4% |
| Present Value Of The Forecast | AUD 1.7bn | |||||
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 | 0.601 | Reported 0.405, pulled toward 1.0 (Blume) |
| Cost of equity | 8.96% | 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 4.8bn | 62.7% of capital |
| Total debt | AUD 2.8bn | 37.3% of capital, book value as a proxy |
| Tax rate | 30.0% | Effective, capped at statutory |
| WACC | 7.01% | 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%
70% of EV
- Forecast FCFF, final year
- AUD 387.3m
- Capex at depreciation, working capital in reinvestment
- AUD 372.7m
- Less reinvestment at g/ROIC (35.6% of NOPAT)
- AUD -132.8m
- Capitalised
- AUD 239.8m
- ROIC (WACC floor)
- 7.0%
- Terminal value, undiscounted
- AUD 5.4bn
- Terminal value, discounted
- AUD 4.0bn
- Enterprise value
- AUD 5.7bn
- Less net debt
- AUD 1.7bn
- Equity value
- AUD 4.0bn
Exit at 16.4x EBITDA
82% of EV
- Terminal value, undiscounted
- AUD 10.4bn
- Terminal value, discounted
- AUD 7.7bn
- Enterprise value
- AUD 9.4bn
- Less net debt
- AUD 1.7bn
- Equity value
- AUD 7.6bn
Spread between methods: 63%.
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% |
| 5.01% | 12.27 | 12.47 | 12.73 | 13.09 | 13.66 |
| 6.01% | 9.54 | 9.59 | 9.63 | 9.68 | 9.73 |
| 7.01% | 7.77 | 7.81 | 7.85 | 7.89 | 7.93 |
| 8.01% | 6.44 | 6.48 | 6.51 | 6.54 | 6.57 |
| 9.01% | 5.41 | 5.44 | 5.46 | 5.49 | 5.52 |
Outlined: this model. Green text: above today's price of 9.82. 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 | -1.9% | 1.6% | +3.5pp |
| EBIT margin | 4.8% | 5.8% | +1.0pp |
| Discount rate | 7.0% | 5.9% | -1.1pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.