Corsair Gaming, Inc. logo CRSR - Corsair Gaming, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 4
HOLD 7
SELL 0
STRONG
SELL
0
| PRICE TARGET: $12.40 DETAILS
HIGH: $16.00
LOW: $8.00
MEDIAN: $12.00
CONSENSUS: $12.40
DOWNSIDE: 13.10%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 50% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Overvalued Strong
Trading 151.1% above fair value
Current Price $14.27
Bear Case $4.65 67.4% downside ($4.65 - $14.27) / $14.27 = -67.4% 4% stage 1 growth, 12% discount
Fair Value $5.68 60.2% downside ($5.68 - $14.27) / $14.27 = -60.2% 7% stage 1 growth, 12% discount
Bull Case $6.61 53.7% downside ($6.61 - $14.27) / $14.27 = -53.7% 9% stage 1 growth, 12% discount

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 36.7x
Market is pricing in (growth) 19.1% 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

ℹ 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