DRD

DRD — Valuation Models

Interactive models with editable assumptions. All calculations run client-side.

Valuation Summary

ModelIntrinsic Valuevs Price ($38.90)
DCF$2935.38+7446.0%
Graham Number$16.91-56.5%
Reverse DCFimplied g: -1.8%
DDM$12.77-67.2%
EV/EBITDA$388.99+900.0%

Values reflect default assumptions. Adjust inputs in each model below to update.

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: $140.41M
Rev: 32.9% / EPS: 97.9%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$2930.81
Current Price$38.90
Upside / Downside+7434.2%
Net Debt (used)-$1.72B
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term89.9%93.9%97.9%101.9%105.9%
7.0%$3896.86$4321.37$4782.32$5282.01$5822.82
8.0%$2999.40$3325.36$3679.29$4062.94$4478.15
9.0%$2390.41$2649.50$2930.81$3235.74$3565.73
10.0%$1953.57$2164.71$2393.94$2642.40$2911.28
11.0%$1627.38$1802.72$1993.08$2199.39$2422.64

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $1.63
Yahoo: $7.79

Results

Graham Number$16.91
Current Price$38.90
Margin of Safety-56.5%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Current Price$38.90
Implied Near-term FCF Growth-1.8%
Historical Revenue Growth32.9%
Historical Earnings Growth97.9%
Base FCF (TTM)$140.41M
Implied growth is the FCF growth rate (yrs 1–5) that makes the DCF intrinsic value equal the current price. Long-term growth is set to half the implied near-term rate.

4 — Dividend Discount Model (DDM)

Assumptions

Yahoo: $0.62

Results

DDM Intrinsic Value / share$12.77
Current Price$38.90
Upside / Downside-67.2%
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $4.49B
Current: 7.1×
Default: -$1.72B

Results

Implied Equity Value / share$388.99
Current Price$38.90
Upside / Downside+900.0%
Implied EV$32.02B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt-$1.72B-$1.72B-$1.72B-$1.72B-$1.72B
3.1x$181.77$181.77$181.77$181.77$181.77
5.1x$285.38$285.38$285.38$285.38$285.38
7.1x$388.99$388.99$388.99$388.99$388.99
9.1x$492.59$492.59$492.59$492.59$492.59
11.1x$596.20$596.20$596.20$596.20$596.20