STAA STAAR Surgical Company
$32.47
Stable Earnings Power 40%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 165.7% above fair value

You pay $32.47
Bear $9.78
Fair $12.22
Bull $14.67
Bear $9.78 -69.9% $0.43 × 12x P/E
Fair $12.22 -62.4% $0.43 × 15x P/E
Bull $14.67 -54.8% $0.43 × 18x P/E

Key Value Driver

Normalized P/E multiple (15x base case)

Implied Market Multiple 75.5x

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 $29.54 from 15 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $12.22 per share.

Warnings

Wall Street's average price target is $29.54 (from 15 analysts). Our estimate is 78% 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