RXN - Rexnord Corporation
Price:
--
--
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
35.6x
Market is pricing in (growth)
18.7%
vs our 20.0% base
Plain-Language Summary
Using a two-stage FCF DCF with 20% growth decelerating over 15 years, discounted at 12%, the base-case intrinsic value is $71.62 per share.
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