ONON

ONON — Valuation Models

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

Valuation Summary

ModelIntrinsic Valuevs Price ($40.93)
DCF$645460.76+1576887.0%
Graham Number$10.90-73.4%
Reverse DCFimplied g: 14.5%
DDM
EV/EBITDA$52.01+27.1%

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

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: $379.94M
Rev: 24.9% / EPS: 283.1%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$646118.20
Current Price$40.93
Upside / Downside+1578493.2%
Net Debt (used)-$521.00M
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term275.1%279.1%283.1%287.1%291.1%
7.0%$977568.00$1030810.46$1086347.93$1144253.83$1204603.11
8.0%$741039.89$781399.14$823498.05$867392.26$913138.59
9.0%$581422.77$613088.04$646118.20$680556.89$716448.70
10.0%$467622.76$493089.63$519654.19$547351.55$576217.55
11.0%$383207.59$404076.61$425845.11$448541.87$472196.27

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $0.87
Yahoo: $6.07

Results

Graham Number$10.90
Current Price$40.93
Margin of Safety-73.4%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Current Price$40.93
Implied Near-term FCF Growth14.5%
Historical Revenue Growth24.9%
Historical Earnings Growth283.1%
Base FCF (TTM)$379.94M
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$40.93
Upside / Downside
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $401.80M
Current: 37.1×
Default: -$521.00M

Results

Implied Equity Value / share$52.01
Current Price$40.93
Upside / Downside+27.1%
Implied EV$14.91B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt-$2.52B-$1.52B-$521.00M$479.00M$1.48B
33.1x$53.33$49.96$46.59$43.22$39.85
35.1x$56.04$52.67$49.30$45.93$42.56
37.1x$58.75$55.38$52.01$48.64$45.26
39.1x$61.46$58.09$54.71$51.34$47.97
41.1x$64.17$60.79$57.42$54.05$50.68