TGM's two-stage DCF values Lantheus Holdings, Inc. (LNTH) between $132.34 and $252.03 depending on assumptions, with a base case of $182.48. Growth is taken from the company's own record (5-year revenue CAGR (FCF growth too volatile to use) (capped at 18%)), fading to 2.5% long-run; the discount rate (7.5%) reflects its beta.
What would today's price require?
$99.90 is justified only if free cash flow grows about +3.9% a year (fading to 2.5% long-run) at a 7.5% required return — slower than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 15.0%/yr | 8.5% | $132.34 |
| Base case | 18.0%/yr | 7.5% | $182.48 |
| Optimistic | 20.0%/yr | 6.5% | $252.03 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $460.63 | |
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
$99.90
Market-Implied Growth
+3.9%/yr
vs +32.8% 5Y actual
Model Scenario Range
$132.34 – $252.03
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 LNTH (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 $308.7M · 0.07B shares · net debt $210.3M
Estimated Fair Value
$182.48
+82.7% vs $99.90
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 18.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $99.90; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 5.5% | $241 | $273 | $315 | $374 | $462 |
| 6.5% | $189 | $208 | $232 | $262 | $303 |
| 7.5% | $155 | $168 | $182 | $201 | $224 |
| 8.5% | $131 | $139 | $150 | $162 | $176 |
| 9.5% | $113 | $119 | $126 | $135 | $144 |
