Wednesday, March 28, 2012

Wal-mart Stores Inc: $WMT Cash Flow Valuation Update


Current Price: ~ $61/share
Projected Yield: ~ 2.60%


Wal-Mart is the largest retailer in the world with more than $400 billion in annual revenue and fast approaching 10,000 stores across the globe. The company mainly operates supercenters, followed by wholesale warehouse clubs and also is testing a smaller store format for urban areas, which the company has yet to penetrate.           


Estimated WACC for the firm today is 6.09% using the Capital Asset Pricing Model and the company's recent SEC filings.

Recent free cash flows and noted growth rates:

Year
FCF $Millions
2003
3177
2004
5688
2005
2151
2006
3070
2007
4498
2008
5417
2009
11648
2010
14065
2011
10944
2012
10745


Average Annual Growth FCF: ~ 26%
CAGR FCF: ~ 15%
Consensus Forecast Industry 5-Year Growth: ~ 14% per year
Consensus Forecast Company 5-Year Growth: ~ 9% per year
Internal Growth Rate: ~ 6%
Sustainable Growth Rate: ~ 18%

Scenario 1
  • Start at $10745 million FCF
  • Assume a 5-year growth rate in FCF of 9% per year, then no growth or 0% growth in FCF per year forever:

Discounted Cash Flow Valuation

Year
FCF $Millions
0
10745
1
11712
2
12766
3
13915
4
15167
5
16533
Terminal Value
295841



The firm's future cash flows, discounted at a WACC of 6.09%, give a present value for the entire firm (Debt + Equity) of $278429 million. If the firm's fair value of debt is estimated at $53043 million, then the fair value of the firm's equity could be $225386 million.  $225386 million / 3430 million outstanding shares is approximately $66 per share and a 20% margin of safety is $53/share.


Scenario 2
All else being equal,
  • Assume a 5-year growth rate in FCF of 9% per year, then 1% growth in FCF per year forever:

Discounted Cash Flow Valuation

Year
FCF $Millions
0
10745
1
11712
2
12766
3
13915
4
15167
5
16533
Terminal Value
353949


  • Present Value of the entire firm (Debt + Equity): $321664 million
  • Value of Equity: $268621 million or $78/share
  • 20% margin of safety is $62/share



Sources
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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