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Stocks OKE DCF valuation

DCF valuation

What is Oneok Inc worth?

With the base-case assumptions below, a discounted cash flow model on Oneok Inc's reported free cash flow gives $79.10 per share. The share price was $88.63 on September 25, 2026, 12% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$2.45B
Average free cash flow, last 5 years
$2.34B
Cash
$161M
balance sheet of June 30, 2026
Debt
$31.5B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
625,900,000
Revenue growth per year, last 5 years
31.5%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear10.0%6.0%2.0%10.0%$28.41-68%
Base15.0%9.0%2.5%9.0%$79.10-11%
Bull20.0%11.5%3.0%8.0%$173.48+96%

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%$117.47$129.44$144.06$162.35$185.85
8.0%$88.65$96.41$105.58$116.58$130.03
9.0%$67.67$72.98$79.10$86.24$94.68
10.0%$51.77$55.54$59.82$64.70$70.34
11.0%$39.32$42.09$45.18$48.66$52.60

Where the presets come from

Base: years 1 to 5 grow at Oneok Inc's revenue growth rate over the last 5 fiscal years (31.5% 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

Oneok Inc company page