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Stocks RBC DCF valuation

DCF valuation

What is RBC Bearings INC worth?

With the base-case assumptions below, a discounted cash flow model on RBC Bearings INC's reported free cash flow gives $338.17 per share. The share price was $490.91 on November 10, 2026, 45% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$342.6M
Cash
$89.3M
balance sheet of September 26, 2026
Debt
$710.5M
balance sheet of September 26, 2026
Diluted shares, fiscal 2026
31,634,888
Revenue growth per year, last 4 years
18.7%

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%$197.77-60%
Base15.0%9.0%2.5%9.0%$338.17-31%
Bull20.0%11.5%3.0%8.0%$599.61+22%

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%$444.48$477.62$518.13$568.77$633.88
8.0%$364.62$386.11$411.52$442.00$479.26
9.0%$306.52$321.22$338.17$357.96$381.34
10.0%$262.46$272.91$284.76$298.30$313.92
11.0%$227.99$235.65$244.22$253.85$264.77

Where the presets come from

Base: years 1 to 5 grow at RBC Bearings INC's revenue growth rate over the last 4 fiscal years (18.7% 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

RBC Bearings INC company page