CRSP CRISPR Therapeutics AG
$48.15
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 47.1% below fair value

You pay $48.15
Bear $77.96
Fair $90.95
Bull $103.94
Bear $77.96 +61.9% $4.70 × 18x P/E
Fair $90.95 +88.9% $4.70 × 21x P/E
Bull $103.94 +115.9% $4.70 × 24x P/E

Key Value Driver

Normalized P/E multiple (21x base case)

Implied Market Multiple 10.2x

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 $72.86 from 38 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $90.95 per share.

Warnings

Wall Street's average price target is $72.86 (from 38 analysts). Our estimate is 35% 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