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What is National Energy Services Reunited Corp. worth?

With the base-case assumptions below, a discounted cash flow model on National Energy Services Reunited Corp.'s reported free cash flow gives $28.52 per share. The share price was $32.13 on September 25, 2026, 13% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$120.8M
Average free cash flow, last 5 years
$68.9M
Cash
$175M
balance sheet of June 30, 2026
Debt
$224.2M
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
99,105,484
Revenue growth per year, last 5 years
9.7%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear4.5%3.5%2.0%10.0%$17.55-45%
Base9.5%6.0%2.5%9.0%$28.52-11%
Bull14.5%9.0%3.0%8.0%$50.40+57%

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%$36.78$39.32$42.42$46.30$51.29
8.0%$30.60$32.25$34.20$36.53$39.38
9.0%$26.10$27.22$28.52$30.04$31.83
10.0%$22.67$23.47$24.38$25.42$26.61
11.0%$19.98$20.57$21.23$21.97$22.80

Where the presets come from

Base: years 1 to 5 grow at National Energy Services Reunited Corp.'s revenue growth rate over the last 5 fiscal years (9.7% 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 Energy Services Reunited Corp. company page