MLNK - MeridianLink, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$22.25
DETAILS
HIGH:
$25.50
LOW:
$19.00
MEDIAN:
$22.25
CONSENSUS:
$22.25
UPSIDE:
11.19%
AlphaVal
Deterministic, archetype-aware fair value
High-Growth Software
80% confidence
Primary model: Revenue × Terminal Margin DCF
Adjust Assumptions
16.0%
26.0%
12.0%
Key Value Driver
Revenue growth (16%) × margin expansion to 26%
Terminal Value % of EV
49%
Implied Market Multiple
5.9x
Plain-Language Summary
Projecting 16% revenue growth with FCF margins expanding from 34% to 26% over 10 years, discounted at 12%, the base-case value is $19.40 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (10 analysts)
$22.25
Analyst Range
$19.00 – $25.50
Divergence from AlphaVal
13%
Key Risks
- Current FCF misleads — the model values future margins, not today's cash
- SBC dilution is the hidden tax: 2-4% annual share growth compounds fast
- Revenue deceleration is inevitable — the question is when and how steep