FLYW - Flywire Corp
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$19.14
DETAILS
HIGH:
$22.00
LOW:
$16.00
MEDIAN:
$20.00
CONSENSUS:
$19.14
UPSIDE:
5.57%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
85% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
20.0%
12.0%
3.0%
Key Value Driver
FCF growth rate (20% base case)
Terminal Value % of EV
42%
Implied Market Multiple
41.1x
Market is pricing in (growth)
20.6%
vs our 20.0% base
Plain-Language Summary
Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $19.14 from 19 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $17.85 per share.
Warnings
Stock-based employee pay equals 532% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
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