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 $14.51 per share. The share price was $36.76 on September 25, 2026, 153% 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% | $8.80 | -76% |
| Base | 8.5% | 9.0% | $14.51 | -61% |
| Bull | 13.5% | 8.0% | $25.91 | -30% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $18.79 | $20.10 | $21.70 | $23.71 | $26.28 |
| 8.0% | $15.59 | $16.44 | $17.45 | $18.66 | $20.13 |
| 9.0% | $13.26 | $13.84 | $14.51 | $15.30 | $16.22 |
| 10.0% | $11.49 | $11.90 | $12.37 | $12.91 | $13.52 |
| 11.0% | $10.09 | $10.40 | $10.74 | $11.12 | $11.55 |
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