TGM's two-stage DCF values Taboola.com Ltd. (TBLA) between $4.10 and $6.72 depending on assumptions, with a base case of $5.21. Growth is taken from the company's own record (5-year revenue CAGR (FCF growth too volatile to use)), fading to 2.5% long-run; the discount rate (11.4%) reflects its beta.
What would today's price require?
$3.23 is justified only if free cash flow grows about -2.3% a year (fading to 2.5% long-run) at a 11.4% required return — slower than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 6.0%/yr | 12.4% | $4.10 |
| Base case | 9.0%/yr | 11.4% | $5.21 |
| Optimistic | 12.0%/yr | 10.4% | $6.72 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $4.63 | |
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
$3.23
Market-Implied Growth
-2.3%/yr
vs +9.0% 5Y actual
Model Scenario Range
$4.10 – $6.72
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 TBLA (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 $100.7M · 0.27B shares · net debt $73.2M
Estimated Fair Value
$5.21
+61.3% vs $3.23
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 9.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $3.23; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 9.4% | $6.14 | $6.48 | $6.87 | $7.33 | $7.85 |
| 10.4% | $5.39 | $5.64 | $5.94 | $6.27 | $6.64 |
| 11.4% | $4.79 | $4.99 | $5.21 | $5.46 | $5.74 |
| 12.4% | $4.30 | $4.46 | $4.63 | $4.83 | $5.04 |
| 13.4% | $3.89 | $4.02 | $4.16 | $4.32 | $4.49 |
