TFPM - Triple Flag Precious Metals Corp.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$39.50
DETAILS
HIGH:
$40.00
LOW:
$39.00
MEDIAN:
$39.50
CONSENSUS:
$39.50
UPSIDE:
28.46%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
65% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
7.2%
11.0%
3.0%
Key Value Driver
FCF growth rate (7% base case)
Terminal Value % of EV
36%
Implied Market Multiple
40.4x
Market is pricing in (growth)
18.4%
vs our 7.2% base
Plain-Language Summary
Using a two-stage FCF DCF with 7% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $13.68 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