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DCF Calculator (Simplified)

Discounted Cash Flow valuation estimate

⚠️ Simplified model for education - not investment advice

What is DCF Valuation?

⚠️ Important: This is a SIMPLIFIED DCF model for educational purposes. Professional DCF analysis includes detailed financial modeling, scenario analysis, and multiple assumptions. This calculator demonstrates basic concepts only.

Discounted Cash Flow (DCF) values a company based on its projected future cash flows, discounted back to present value.

Basic Concept:

1. Project free cash flows for 5-10 years
2. Calculate terminal value (perpetual growth)
3. Discount all cash flows to present value
4. Divide by shares outstanding

DCF is considered more comprehensive than P/E ratios, but requires many assumptions that significantly impact the result.

Understanding the Inputs (Plain English)

Free Cash Flow (FCF)

What it is: The actual cash a company generates after paying all expenses and investing in equipment/facilities.

Why it matters: This is real money the company could pay to shareholders or reinvest. Unlike "earnings," it can't be manipulated with accounting tricks.

Where to find it: Cash Flow Statement → "Operating Cash Flow" minus "Capital Expenditures"

Example: If a company generates $1.2B in operating cash and spends $200M on new equipment, FCF = $1B

Growth Rate (Next 5 Years)

What it is: How fast you expect the company's cash flow to grow each year for the next 5 years.

Why it matters: A company growing at 20% is worth much more than one growing at 5%. This is your biggest assumption.

Typical ranges: High-growth tech: 15-25% | Established companies: 5-10% | Mature/slow: 0-5%

Example: If FCF is $1B and growth is 10%, next year's FCF will be $1.1B, then $1.21B, etc.

Terminal Growth Rate

What it is: The growth rate you expect FOREVER after year 5. Yes, forever.

Why it matters: No company can grow fast forever. Eventually they mature and grow with the economy.

Typical range: 2-3% (roughly GDP growth). Never use more than 5% - that's unrealistic.

Example: If you use 3%, you're saying "after 5 years, this company will grow 3% per year forever"

Discount Rate (WACC)

What it is: The return you require to invest in this company. Higher risk = higher rate.

Why it matters: $100 today is worth more than $100 in 5 years. This rate converts future cash to today's value.

Typical ranges: Safe companies: 8-10% | Average risk: 10-12% | High risk/startups: 15%+

Think of it as: "I need at least 10% annual return to invest in this stock instead of an index fund"

Shares Outstanding

What it is: Total number of shares that exist. Simple.

Why it matters: We divide the total company value by this to get value per share.

Where to find it: Any financial website, usually shown as "Shares Outstanding" in millions

Example: If company is worth $10B and has 100M shares, each share is worth $100

Critical Limitations of DCF

⚠️ WARNING: DCF is highly sensitive to assumptions. Small changes in growth rate or discount rate can dramatically change the valuation. This simplified model omits many important factors.

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Garbage in, garbage out: Results are only as good as your assumptions about future growth.

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Highly sensitive: 1% change in discount rate can change valuation by 20%+.

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Doesn't work for unprofitable companies: Negative cash flows make DCF unreliable.

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Ignores market sentiment: Stocks can trade above/below DCF value for years.

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This model is simplified: Professional DCF includes debt, cash, working capital changes, detailed WACC calculation, and scenario analysis.

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Professional approach: Analysts build detailed financial models with multiple scenarios (bull/base/bear case), sensitivity analysis, and combine DCF with other valuation methods. For educational purposes only.

Example: Tech Company DCF

Scenario: Growing tech company with $1B current FCF, trading at $150/share.

Current FCF: $1,000M
Growth Rate: 10% for 5 years
Terminal Growth: 3%
Discount Rate: 10%
Shares: 100M
Year 1 FCF: $1,100M
Year 2 FCF: $1,210M
Year 3 FCF: $1,331M
Year 4 FCF: $1,464M
Year 5 FCF: $1,611M
Terminal Value: $23,657M
Present Value: $17,000M
Fair Value: $170/share
Current Price: $150
Upside: +13%

This suggests the stock may be undervalued. However, if growth rate is only 8% instead of 10%, fair value drops to $145 (overvalued). This demonstrates DCF's sensitivity to assumptions.

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