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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 $336.26 per share. The share price was $506.10 on September 25, 2026, 51% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$342.6M
Cash
$124.5M
balance sheet of June 27, 2026
Debt
$806.2M
balance sheet of June 27, 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%$195.86-61%
Base15.0%9.0%2.5%9.0%$336.26-34%
Bull20.0%11.5%3.0%8.0%$597.70+18%

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%$442.56$475.71$516.22$566.86$631.97
8.0%$362.71$384.20$409.61$440.09$477.35
9.0%$304.61$319.30$336.26$356.04$379.43
10.0%$260.55$271.00$282.85$296.38$312.00
11.0%$226.08$233.74$242.30$251.94$262.86

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