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DCF valuation

What is Pathward Financial, Inc. worth?

With the base-case assumptions below, a discounted cash flow model on Pathward Financial, Inc.'s reported free cash flow gives $493.95 per share. The share price was $73.80 on September 25, 2026, 85% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$438.9M
Average free cash flow, last 5 years
$417.5M
Cash
$149.4M
balance sheet of June 30, 2026
Debt
$33.5M
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
23,522,629
Revenue growth per year, last 5 years
11.0%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear6.0%4.0%2.0%10.0%$303.61+311%
Base11.0%7.0%2.5%9.0%$493.95+569%
Bull16.0%9.5%3.0%8.0%$848.88+1,050%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$635.06$678.67$731.98$798.61$884.29
8.0%$529.35$557.63$591.06$631.17$680.20
9.0%$452.30$471.63$493.95$519.98$550.75
10.0%$393.76$407.51$423.10$440.91$461.46
11.0%$347.86$357.94$369.21$381.89$396.26

Where the presets come from

Base: years 1 to 5 grow at Pathward Financial, Inc.'s revenue growth rate over the last 5 fiscal years (11.0% 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

Pathward Financial, Inc. company page