FORR Forrester Research, Inc.
$12.30
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 305.9% above fair value

You pay $12.30
Bear $2.42
Fair $3.03
Bull $3.64
Bear $2.42 -80.3% $0.20 × 12x P/E
Fair $3.03 -75.4% $0.20 × 15x P/E
Bull $3.64 -70.4% $0.20 × 18x P/E

Adjust Assumptions

15.0x
0.2$

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 60.9x

Summary

Applying a 15x P/E to adjusted EPS of $0.20, the base-case value is $3.03 per share. DDM cross-check: $24.35.

Warnings

Dividend-based valuation: $24.35 (above our primary estimate by 703%). Large gaps may signal the dividend doesn't reflect full earning power.

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