NTAP NetApp
Intrinsic value$91.19
Price (at call)$185.29
Margin of safety
-50.8%
vs market (rating basis)
+2.5%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 3.0% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 25.4% |
| Years to target margin | 5 |
| Sales-to-capital | 1.80 |
| Beta | 1.43 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 10.8% |
| Terminal WACC | 9.0% |
Valuation bridge
| PV of explicit FCFF | 8.55B |
| PV of terminal value | 9.73B |
| Equity value | 17.87B |
| ÷ shares → per share | $91.19 |
News
bullish +0.20 · 8 articles
- NetApp Earnings: What To Look For From NTAP
- The Ceiling SanDisk Wrote Into Its Own Contracts
- NetApp's Q1 Results, Q2 Guidance Seen Beating Expectations, Wedbush Says
- NetApp Sees Strong Storage Demand With AI-Related Tailwinds, BofA Securities Says
- US Equity Investors to Focus on Corporate Earnings, Labor Market Health, Renewed Hostilities Against Iran This Week
- How Analyst Optimism and Gartner Leadership Could Shape NetApp’s (NTAP) Earnings Narrative
- Dell Holds Strong Before Earnings; Snowflake, Palo Alto Networks Headline Software Reports
- What Analyst Projections for Key Metrics Reveal About NetApp (NTAP) Q1 Earnings
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 7.13B | 3.0% | 25.4% | 1.40B | 115.14M | 1.29B | 1.16B |
| 2 | 7.35B | 3.1% | 25.4% | 1.44B | 120.79M | 1.32B | 1.08B |
| 3 | 7.58B | 3.1% | 25.4% | 1.49B | 126.74M | 1.36B | 1.00B |
| 4 | 7.82B | 3.2% | 25.4% | 1.54B | 133.02M | 1.40B | 930.99M |
| 5 | 8.07B | 3.2% | 25.4% | 1.59B | 139.64M | 1.45B | 865.93M |
| 6 | 8.34B | 3.3% | 25.4% | 1.64B | 146.63M | 1.49B | 805.85M |
| 7 | 8.61B | 3.3% | 25.4% | 1.69B | 154.00M | 1.54B | 750.34M |
| 8 | 8.91B | 3.4% | 25.4% | 1.75B | 161.78M | 1.59B | 699.03M |
| 9 | 9.21B | 3.4% | 25.4% | 1.81B | 170.01M | 1.64B | 651.58M |
| 10 | 9.53B | 3.5% | 25.4% | 1.87B | 178.70M | 1.69B | 607.67M |