CRSR - Corsair Gaming, Inc.
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$12.40
DETAILS
HIGH:
$16.00
LOW:
$8.00
MEDIAN:
$12.00
CONSENSUS:
$12.40
UPSIDE:
3.33%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
50% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
6.8%
12.0%
3.0%
Key Value Driver
FCF growth rate (7% base case)
Terminal Value % of EV
32%
Implied Market Multiple
31.0x
Market is pricing in (growth)
16.8%
vs our 6.8% base
Plain-Language Summary
Using a two-stage FCF DCF with 7% growth decelerating over 15 years, discounted at 12%, the base-case intrinsic value is $5.68 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (11 analysts)
$12.40
Analyst Range
$8.00 – $16.00
Divergence from AlphaVal
54%
Warnings
Wall Street's average price target is $12.40 (from 11 analysts). Our estimate is 54% below the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions