PBH Prestige Consumer Healthcare Inc.
$48.00
Stable Earnings Power 80%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Undervalued

Trading 52.4% below fair value

You pay $48.00
Bear $80.68
Fair $100.84
Bull $121.02
Bear $80.68 +68.1% $7.50 × 12x P/E
Fair $100.84 +110.1% $7.50 × 15x P/E
Bull $121.02 +152.1% $7.50 × 18x P/E

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 6.4x

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 $66.00 from 17 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $100.84 per share.

Warnings

The company's reported profits differ from official accounting profits by 92%. Check what costs are being left out of the adjusted number.
Wall Street's average price target is $66.00 (from 17 analysts). Our estimate is 70% 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