YMM

YMM — Valuation Models

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

Valuation Summary

ModelIntrinsic Valuevs Price ($9.38)
DCF$16.43+75.2%
Graham Number$8.24-12.1%
Reverse DCF
DDM$3.91-58.3%
EV/EBITDA$209.38+2132.2%

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

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: —
Rev: 10.8% / EPS: -20.0%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$16.43
Current Price$9.38
Upside / Downside+75.2%
Net Debt (used)-$15.43B
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term2.8%6.8%10.8%14.8%18.8%
7.0%$16.43$16.43$16.43$16.43$16.43
8.0%$16.43$16.43$16.43$16.43$16.43
9.0%$16.43$16.43$16.43$16.43$16.43
10.0%$16.43$16.43$16.43$16.43$16.43
11.0%$16.43$16.43$16.43$16.43$16.43

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $0.55
Yahoo: $5.49

Results

Graham Number$8.24
Current Price$9.38
Margin of Safety-12.1%
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$9.38
Implied Near-term FCF Growth
Historical Revenue Growth10.8%
Historical Earnings Growth-20.0%
Base FCF (TTM)
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: $0.19

Results

DDM Intrinsic Value / share$3.91
Current Price$9.38
Upside / Downside-58.3%
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $4.03B
Current: 44.9×
Default: -$15.43B

Results

Implied Equity Value / share$209.38
Current Price$9.38
Upside / Downside+2132.2%
Implied EV$181.24B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt-$23.43B-$19.43B-$15.43B-$11.43B-$7.43B
40.9x$200.72$196.46$192.21$187.95$183.69
42.9x$209.31$205.05$200.79$196.54$192.28
44.9x$217.90$213.64$209.38$205.13$200.87
46.9x$226.49$222.23$217.97$213.72$209.46
48.9x$235.08$230.82$226.56$222.30$218.05