Why we don't show a single “fair value” for CRSR
Even the optimistic scenario of a conservative trailing-FCF model ($4.75) sits far below today's price — the market is paying for growth and durability beyond what this model structure captures. The honest lens is the question below: what growth does today's price actually require? The model scenarios are listed further down for reference.
What would today's price require?
$13.72 is justified only if free cash flow grows about +35.8% a year (fading to 2.5% long-run) at a 11.5% required return — faster than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 0.5%/yr | 12.5% | $3.11 |
| Base case | 2.0%/yr | 11.5% | $3.70 |
| Optimistic |
| 5.0%/yr |
| 10.5% |
| $4.75 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $3.73 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$13.72
Market-Implied Growth
+35.8%/yr
vs -8.8% 5Y actual
Base-Case Model Value
$3.70
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for CRSR (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $37.4M · 0.11B shares · net debt $22.8M
Estimated Fair Value
$3.70
-73.1% vs $13.72
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 2.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $13.72; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 9.5% | $4.32 | $4.55 | $4.81 | $5.11 | $5.46 |
| 10.5% | $3.81 | $3.99 | $4.18 | $4.40 | $4.65 |
| 11.5% | $3.41 | $3.55 | $3.70 | $3.86 | $4.05 |
| 12.5% | $3.08 | $3.19 | $3.31 | $3.44 | $3.58 |
| 13.5% | $2.80 | $2.89 | $2.99 | $3.09 | $3.21 |
