DBD Diebold Nixdorf, Incorporated
$65.62
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Moderate · Conviction

Overvalued

Trading 20.2% above fair value

You pay $65.62
Bear $45.72
Fair $54.61
Bull $63.50
Bear $45.72 -30.3% $2.54 × 18x P/E
Fair $54.61 -16.8% $2.54 × 22x P/E
Bull $63.50 -3.2% $2.54 × 25x P/E

Adjust Assumptions

21.5x
2.54$

Key Value Driver

Normalized P/E multiple (22x base case)

Implied Market Multiple 25.8x

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above.

Average Target (13 analysts) $100.00
Divergence from AlphaVal 45%

Summary

Applying a 22x P/E to adjusted EPS of $2.54, the base-case value is $54.61 per share.

Warnings

Wall Street's average price target is $100.00 (from 13 analysts). Our estimate is 45% below 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