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DCF valuation

What is National Vision Holdings, Inc. worth?

With the base-case assumptions below, a discounted cash flow model on National Vision Holdings, Inc.'s reported free cash flow gives $12.52 per share. The share price was $16.53 on September 25, 2026, 32% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$73.5M
Average free cash flow, last 5 years
$67.8M
Cash
$36M
balance sheet of July 4, 2026
Debt
$230.1M
balance sheet of July 4, 2026
Diluted shares, fiscal 2025
80,576,000
Revenue growth per year, last 5 years
3.0%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-2.0%-0.0%2.0%10.0%$6.85-59%
Base3.0%3.0%2.5%9.0%$12.52-24%
Bull8.0%5.5%3.0%8.0%$23.10+40%

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%$16.52$17.73$19.21$21.06$23.44
8.0%$13.54$14.33$15.26$16.37$17.73
9.0%$11.36$11.90$12.52$13.24$14.09
10.0%$9.69$10.08$10.51$11.00$11.58
11.0%$8.38$8.66$8.98$9.33$9.73

Where the presets come from

Base: years 1 to 5 grow at National Vision Holdings, Inc.'s revenue growth rate over the last 5 fiscal years (3.0% 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

National Vision Holdings, Inc. company page