CYRX Cryoport, Inc.
$14.00
Stable Earnings Power 50%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 54.3% below fair value

You pay $14.00
Bear $24.50
Fair $30.62
Bull $36.75
Bear $24.50 +75.0% $1.62 × 18x P/E
Fair $30.62 +118.8% $1.62 × 22x P/E
Bull $36.75 +162.5% $1.62 × 27x P/E

Key Value Driver

Normalized P/E multiple (22x base case)

Implied Market Multiple 8.7x

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 $15.25 from 18 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $30.62 per share.

Warnings

Wall Street's average price target is $15.25 (from 18 analysts). Our estimate is 134% 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