What is Perimeter Solutions, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Perimeter Solutions, Inc.'s reported free cash flow gives $38.33 per share. The share price was $29.11 on September 25, 2026, 24% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 10.0% | 10.0% | $20.34 | -30% |
| Base | 15.0% | 9.0% | $38.33 | +32% |
| Bull | 20.0% | 8.0% | $71.81 | +147% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $51.94 | $56.19 | $61.37 | $67.86 | $76.20 |
| 8.0% | $41.71 | $44.47 | $47.72 | $51.62 | $56.39 |
| 9.0% | $34.27 | $36.15 | $38.33 | $40.86 | $43.85 |
| 10.0% | $28.63 | $29.97 | $31.49 | $33.22 | $35.22 |
| 11.0% | $24.22 | $25.20 | $26.29 | $27.53 | $28.93 |
Where the presets come from
Base: years 1 to 5 grow at Perimeter Solutions, Inc.'s revenue growth rate over the last 6 fiscal years (18.2% 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