What is Qnity Electronics, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Qnity Electronics, Inc.'s reported free cash flow gives $91.29 per share. The share price was $124.69 on September 25, 2026, 37% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 3.5% | 10.0% | $51.41 | -59% |
| Base | 8.5% | 9.0% | $91.29 | -27% |
| Bull | 13.5% | 8.0% | $170.80 | +37% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $121.11 | $130.26 | $141.45 | $155.43 | $173.41 |
| 8.0% | $98.82 | $104.75 | $111.77 | $120.18 | $130.47 |
| 9.0% | $82.55 | $86.60 | $91.29 | $96.75 | $103.21 |
| 10.0% | $70.17 | $73.05 | $76.32 | $80.06 | $84.37 |
| 11.0% | $60.44 | $62.56 | $64.92 | $67.58 | $70.60 |
Where the presets come from
Base: years 1 to 5 grow at Qnity Electronics, Inc.'s revenue growth rate over the last 2 fiscal years (8.5% 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