OBE

OBE — Valuation Models

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

Valuation Summary

ModelIntrinsic Valuevs Price ($8.12)
DCF$65.60+707.9%
Graham Number$11.07+36.3%
Reverse DCFimplied g: -20.0%
DDM
EV/EBITDA$48.31+494.9%

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

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: $262.89M
Rev: -39.2% / EPS: —
Default: 9% (no SEC data)

Results

Intrinsic Value / share$65.60
Current Price$8.12
Upside / Downside+707.9%
Net Debt (used)$199.80M
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term-3.0%1.0%5.0%9.0%13.0%
7.0%$66.19$80.18$96.45$115.28$136.97
8.0%$53.89$65.14$78.22$93.33$110.72
9.0%$45.36$54.73$65.60$78.15$92.57
10.0%$39.10$47.09$56.35$67.03$79.28
11.0%$34.30$41.25$49.29$58.54$69.14

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $0.36
Yahoo: $15.13

Results

Graham Number$11.07
Current Price$8.12
Margin of Safety+36.3%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Current Price$8.12
Implied Near-term FCF Growth-20.0%
Historical Revenue Growth-39.2%
Historical Earnings Growth
Base FCF (TTM)$262.89M
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: —

Results

This company does not pay a dividend. DDM is not applicable — the intrinsic value shown uses D0 = $0 unless you enter a hypothetical dividend above.
DDM Intrinsic Value / share
Current Price$8.12
Upside / Downside
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $287.60M
Current: —×
Default: $199.80M

Results

Implied Equity Value / share$48.31
Current Price$8.12
Upside / Downside+494.9%
Implied EV$3.45B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt-$1.80B-$800.20M$199.80M$1.20B$2.20B
8.0x$60.93$46.07$31.22$16.36$1.50
10.0x$69.48$54.62$39.76$24.90$10.05
12.0x$78.02$63.16$48.31$33.45$18.59
14.0x$86.57$71.71$56.85$42.00$27.14
16.0x$95.11$80.26$65.40$50.54$35.68