What is TD Synnex Corp worth?
With the base-case assumptions below, a discounted cash flow model on TD Synnex Corp's reported free cash flow gives $522.38 per share. The share price was $232.50 on November 10, 2026, 55% 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% | $303.85 | +31% |
| Base | 15.0% | 9.0% | $522.38 | +125% |
| Bull | 20.0% | 8.0% | $929.29 | +300% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $687.83 | $739.42 | $802.47 | $881.29 | $982.62 |
| 8.0% | $563.54 | $596.99 | $636.53 | $683.98 | $741.97 |
| 9.0% | $473.11 | $495.98 | $522.38 | $553.17 | $589.56 |
| 10.0% | $404.54 | $420.81 | $439.24 | $460.31 | $484.62 |
| 11.0% | $350.89 | $362.81 | $376.14 | $391.13 | $408.13 |
Where the presets come from
Base: years 1 to 5 grow at TD Synnex Corp's revenue growth rate over the last 5 fiscal years (25.6% 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