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Stocks KLAC DCF valuation

DCF valuation

What is Kla Corp worth?

With the base-case assumptions below, a discounted cash flow model on Kla Corp's reported free cash flow gives $87.65 per share. The share price was $187.92 on September 25, 2026, 114% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$3.77B
Average free cash flow, last 5 years
$3.38B
Cash
$1.65B
balance sheet of June 30, 2026
Debt
$5.89B
balance sheet of June 30, 2026
Diluted shares, fiscal 2026
1,319,633,000
Revenue growth per year, last 5 years
14.4%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear9.5%6.0%2.0%10.0%$52.93-72%
Base14.5%8.5%2.5%9.0%$87.65-53%
Bull19.5%11.5%3.0%8.0%$156.79-17%

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%$114.50$122.85$133.06$145.82$162.24
8.0%$94.34$99.76$106.16$113.85$123.24
9.0%$79.67$83.38$87.65$92.64$98.53
10.0%$68.55$71.18$74.16$77.58$81.51
11.0%$59.83$61.77$63.92$66.35$69.10

Where the presets come from

Base: years 1 to 5 grow at Kla Corp's revenue growth rate over the last 5 fiscal years (14.4% 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

Kla Corp company page