CRSP CRISPR Therapeutics AG
$50.36
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 43.1% below fair value

You pay $50.36
Bear $75.83
Fair $88.47
Bull $101.11
Bear $75.83 +50.6% $4.70 × 18x P/E
Fair $88.47 +75.7% $4.70 × 21x P/E
Bull $101.11 +100.8% $4.70 × 24x P/E

Key Value Driver

Normalized P/E multiple (21x base case)

Implied Market Multiple 10.7x

Summary

Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $64.60 from 38 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $88.47 per share.

Warnings

Wall Street's average price target is $64.60 (from 38 analysts). Our estimate is 53% above the consensus -- consider that gap carefully.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples