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DCF valuation

What is NetApp, Inc. worth?

With the base-case assumptions below, a discounted cash flow model on NetApp, Inc.'s reported free cash flow gives $156.98 per share. The share price was $201.15 on September 25, 2026, 28% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$1.87B
Average free cash flow, last 5 years
$1.32B
Cash
$1.57B
balance sheet of July 31, 2026
Debt
$2.49B
balance sheet of July 31, 2026
Diluted shares, fiscal 2026
201,000,000
Revenue growth per year, last 5 years
3.8%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-1.0%0.5%2.0%10.0%$95.39-53%
Base4.0%3.5%2.5%9.0%$156.98-22%
Bull9.0%6.0%3.0%8.0%$271.98+35%

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%$200.77$214.05$230.29$250.60$276.70
8.0%$168.15$176.77$186.95$199.17$214.11
9.0%$144.29$150.18$156.98$164.91$174.28
10.0%$126.09$130.28$135.03$140.45$146.72
11.0%$111.76$114.83$118.26$122.12$126.50

Where the presets come from

Base: years 1 to 5 grow at NetApp, Inc.'s revenue growth rate over the last 5 fiscal years (3.8% 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

NetApp, Inc. company page