What is Allegro Microsystems, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Allegro Microsystems, Inc.'s reported free cash flow gives $14.68 per share. The share price was $30.70 on November 10, 2026, 109% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 3.5% | 10.0% | $8.96 | -71% |
| Base | 8.5% | 9.0% | $14.68 | -52% |
| Bull | 13.5% | 8.0% | $26.08 | -15% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $18.96 | $20.27 | $21.87 | $23.87 | $26.45 |
| 8.0% | $15.76 | $16.61 | $17.62 | $18.82 | $20.30 |
| 9.0% | $13.43 | $14.01 | $14.68 | $15.46 | $16.39 |
| 10.0% | $11.65 | $12.07 | $12.54 | $13.07 | $13.69 |
| 11.0% | $10.26 | $10.56 | $10.90 | $11.28 | $11.72 |
Where the presets come from
Base: years 1 to 5 grow at Allegro Microsystems, Inc.'s revenue growth rate over the last 5 fiscal years (8.5% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions