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DCF valuation

What is Kirby Corp worth?

With the base-case assumptions below, a discounted cash flow model on Kirby Corp's reported free cash flow gives $150.99 per share. The share price was $128.88 on September 25, 2026, 15% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$405.7M
Average free cash flow, last 5 years
$260.6M
Cash
$39M
balance sheet of June 30, 2026
Debt
$1.04B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
56,045,000
Revenue growth per year, last 5 years
9.2%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear4.0%3.0%2.0%10.0%$85.61-34%
Base9.0%6.0%2.5%9.0%$150.99+17%
Bull14.0%8.5%3.0%8.0%$272.96+112%

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%$198.91$213.65$231.67$254.19$283.15
8.0%$163.07$172.62$183.92$197.48$214.05
9.0%$136.91$143.45$150.99$159.79$170.19
10.0%$117.02$121.67$126.94$132.96$139.90
11.0%$101.41$104.81$108.62$112.91$117.76

Where the presets come from

Base: years 1 to 5 grow at Kirby Corp's revenue growth rate over the last 5 fiscal years (9.2% 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

Kirby Corp company page