Why we don't show a single “fair value” for THRY
Even the conservative scenario ($21.21) sits far above today's price — trailing cash flows may be cyclically elevated. Off today's cash-flow base, no plausible growth rate bridges to the current price — the market is valuing normalized future cash flows, not the depressed base. The model scenarios below are shown for reference only.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 0.5%/yr | 9.3% | $21.21 |
| Base case | 2.0%/yr | 8.3% | $27.83 |
| Optimistic | 5.0%/yr | 7.3% | $40.34 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $6.01 | |
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
$1.35
Market-Implied Growth
N/A
Base-Case Model Value
$27.83
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 THRY (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 $85.5M · 0.04B shares · net debt $245.7M
Estimated Fair Value
$27.83
+1961.4% vs $1.35
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 $1.35; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 6.3% | $36.15 | $40.21 | $45.34 | $52.02 | $61.08 |
| 7.3% | $28.94 | $31.58 | $34.76 | $38.68 | $43.62 |
| 8.3% | $23.86 | $25.69 | $27.83 | $30.37 | $33.44 |
| 9.3% | $20.08 | $21.41 | $22.93 | $24.70 | $26.77 |
| 10.3% | $17.16 | $18.16 | $19.29 | $20.58 | $22.05 |