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Waters Corporation (WAT)
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Waters Corporation (WAT) DCF Valuation

Transparent DCF models put Waters Corporation (WAT)'s fair value in a range of $115.06$233.81 — the low end is TGM's conservative base case (5% FCF growth, 10% discount), the high end the analyst consensus (FMP). Today's price of $371.15 sits above that range — by these conservative assumptions it looks richly valued; the reverse-DCF below is the better lens for a high-growth name.

Reverse DCF: at today's $371.15, the market is pricing in roughly +20.0%/yr free-cash-flow growth over the next decade (at a 10% required return) — versus its actual 5-year FCF CAGR of -17.6%. The price is betting on acceleration above its track record.

Current Price

$371.15

Fair-Value Range

$115.06 – $233.81

Market-Implied Growth

+20.0%/yr

vs -17.6% 5Y actual

WAT DCF Fair Value Calculator

Edit the assumptions to see how they change the estimated fair value. Illustrative model — not investment advice. Defaults to a conservative base case; the analyst (FMP) DCF, where available, is shown as a reference below.

5%/yr
Historical FCF CAGR: 3Y -15.2% · 5Y -17.6% · 10Y -5.4%
10%
2.5%
10yr

Base inputs: FCF $507.5M · 0.07B shares · net debt $819.6M

Estimated Fair Value

$115.06

-69.0% vs $371.15

Current price$371.15
Analyst DCF (FMP)$233.81

Sensitivity — fair value by discount rate × terminal growth

How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 5.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $371.15; red = below. Your current case is outlined.

WACC ↓ / Terminal →1.50%2.00%2.50%3.00%3.50%
8.0%$146$154$164$175$189
9.0%$124$129$136$143$152
10.0%$107$111$115$120$126
11.0%$93.22$96.12$99.36$103$107
12.0%$82.43$84.60$87.01$89.68$92.67