FPS Forgent Power Solutions, Inc.
$33.19
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 2001.7% above fair value

You pay $33.19
Bear $1.38
Fair $1.58
Bull $1.78
Bear $1.38 -95.8% $0.07 × 21x P/E
Fair $1.58 -95.2% $0.07 × 24x P/E
Bull $1.78 -94.6% $0.07 × 27x P/E

Adjust Assumptions

24.0x
0.07$

Key Value Driver

Normalized P/E multiple (24x base case)

Implied Market Multiple 504.4x

Analyst Consensus (External Reference)

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

Average Target (6 analysts) $56.44
Divergence from AlphaVal 97%

Summary

Applying a 24x P/E to adjusted EPS of $0.07, the base-case value is $1.58 per share.

Warnings

Wall Street's average price target is $56.44 (from 6 analysts). Our estimate is 97% 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