SIMO

SIMO — Valuation Models

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

Valuation Summary

ModelIntrinsic Valuevs Price ($122.30)
DCF$-2681.17-2292.3%
Graham Number$45.03-63.2%
Reverse DCF
DDM$41.20-66.3%
EV/EBITDA$483.11+295.0%

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

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: -$22.43M
Rev: 45.7% / EPS: 118.7%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$-2685.17
Current Price$122.30
Upside / Downside-2295.6%
Net Debt (used)-$201.84M
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term110.7%114.7%118.7%122.7%126.7%
7.0%$-3674.97$-4037.22$-4427.47$-4847.30$-5298.36
8.0%$-2812.97$-3090.25$-3388.95$-3710.28$-4055.52
9.0%$-2228.80$-2448.50$-2685.17$-2939.76$-3213.29
10.0%$-1810.38$-1988.84$-2181.08$-2387.88$-2610.05
11.0%$-1498.44$-1646.17$-1805.29$-1976.45$-2160.34

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $3.64
Yahoo: $24.75

Results

Graham Number$45.03
Current Price$122.30
Margin of Safety-63.2%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Reverse DCF requires positive TTM free cash flow.
Current Price$122.30
Implied Near-term FCF Growth
Historical Revenue Growth45.7%
Historical Earnings Growth118.7%
Base FCF (TTM)-$22.43M
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: $2.00

Results

DDM Intrinsic Value / share$41.20
Current Price$122.30
Upside / Downside-66.3%
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $123.21M
Current: 131.6×
Default: -$201.84M

Results

Implied Equity Value / share$483.11
Current Price$122.30
Upside / Downside+295.0%
Implied EV$16.22B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt-$2.20B-$1.20B-$201.84M$798.16M$1.80B
127.6x$527.46$498.04$468.61$439.19$409.76
129.6x$534.72$505.29$475.86$446.44$417.01
131.6x$541.97$512.54$483.11$453.69$424.26
133.6x$549.22$519.79$490.37$460.94$431.51
135.6x$556.47$527.04$497.62$468.19$438.77