Apr 15, 2024
Smartsheet Inc
SMAR
Statistics
| $56.47 | Share Price |
| $45.00 | Fair Value |
| 25.49% | Price vs Fair Value |
| $8.0 B | Market Cap |
| 35.5% | 3yr Avg Revenue Growth |
| 15.0% | Projected Sales Growth Next Year |
| 29.5% | Free Cash Flow ROIC |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Smartsheet Q2 Tracking To Expectations
Sep 8, 2024
Smartsheet Up 15% After Q1 Results
Jun 7, 2024
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Smartsheet Inc (SMAR) is $45.00.
| 24.0% | Free Cash Flow Margin |
| 11.2% | Discount Rate / Required Rate of Return |
| 13.8% | Average Annual Revenue Growth (Years 1-5) |
| 3.1% | Average Annual Share Dilution (Years 1-5) |
| 8.2% | Average Annual Revenue Growth (Years 6-10) |
| 1.8% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $43.20 | Sum of Discounted Free Cash Flows |
| $2.13 | Net "Excess" Cash/Debt Per Share |
| $45.00 | Fair Value Estimate (rounded) |
Last updated Sep 8, 2024
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| RDDT | 18.79% |
| NTNX | 31.31% |
| CRWD | 97.21% |
| SE | 35.95% |
| SNOW | 18.11% |
vs. Fair Value Estimates
Buy List
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vs. Fair Value Estimates
Hold List
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| PAYC | -18.31% |
| MNDY | 19.97% |
| GLBE | -21.50% |
| ZS | 39.30% |
| V | -5.66% |
| ADSK | 1.29% |
| NOW | 15.69% |
| MELI | -20.93% |
| FTNT | 2.17% |
| TEAM | 0.47% |
vs. Fair Value Estimates