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 $92.07 per share. The share price was $123.64 on November 10, 2026, 34% 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% | $52.19 | -58% |
| Base | 8.5% | 9.0% | $92.07 | -26% |
| Bull | 13.5% | 8.0% | $171.58 | +39% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $121.89 | $131.04 | $142.23 | $156.21 | $174.19 |
| 8.0% | $99.60 | $105.53 | $112.55 | $120.97 | $131.25 |
| 9.0% | $83.33 | $87.39 | $92.07 | $97.53 | $103.99 |
| 10.0% | $70.95 | $73.83 | $77.10 | $80.84 | $85.15 |
| 11.0% | $61.22 | $63.34 | $65.70 | $68.36 | $71.38 |
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