TGM's two-stage DCF values Qnity Electronics, Inc. (Q) between $32.57 and $62.13 depending on assumptions, with a base case of $45.14. Growth is taken from the company's own record (5-year revenue CAGR), fading to 2.5% long-run; the discount rate (11.5%) reflects its beta.
What would today's price require?
$120.05 is justified only if free cash flow grows about +29.5% a year (fading to 2.5% long-run) at a 11.5% required return.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 5.5%/yr | 12.5% | $32.57 |
| Base case | 8.5%/yr | 11.5% | $45.14 |
| Optimistic | 11.5%/yr | 10.5% | $62.13 |
| Third-party model estimate (FMP) | independent reference · retrieved Sep 13, 2026 · assumptions not provided | $27.02 | |
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
$120.05
Market-Implied Growth
+29.5%/yr
Model Scenario Range
$32.57 – $62.13
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 Q (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 $906.0M · 0.21B shares · net debt $3.6B
Estimated Fair Value
$45.14
-62.4% vs $120.05
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 8.5%/yr FCF growth and 10-year horizon fixed. Green = above today's $120.05; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 9.5% | $55.57 | $59.39 | $63.74 | $68.76 | $74.61 |
| 10.5% | $47.12 | $50.02 | $53.27 | $56.95 | $61.16 |
| 11.5% | $40.37 | $42.63 | $45.14 | $47.94 | $51.08 |
| 12.5% | $34.87 | $36.67 | $38.65 | $40.83 | $43.25 |
| 13.5% | $30.29 | $31.76 | $33.35 | $35.09 | $36.99 |