What is Cvr Partners, LP worth?
With the base-case assumptions below, a discounted cash flow model on Cvr Partners, LP's reported free cash flow gives $211.24 per share. The share price was $112.45 on November 10, 2026, 47% 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 | 6.5% | 10.0% | $116.21 | +3% |
| Base | 11.5% | 9.0% | $211.24 | +88% |
| Bull | 16.5% | 8.0% | $400.62 | +256% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $283.54 | $305.89 | $333.21 | $367.36 | $411.26 |
| 8.0% | $229.37 | $243.86 | $261.00 | $281.55 | $306.68 |
| 9.0% | $189.89 | $199.80 | $211.24 | $224.58 | $240.35 |
| 10.0% | $159.90 | $166.95 | $174.93 | $184.06 | $194.60 |
| 11.0% | $136.39 | $141.55 | $147.33 | $153.82 | $161.19 |
Where the presets come from
Base: years 1 to 5 grow at Cvr Partners, LP's revenue growth rate over the last 5 fiscal years (11.6% 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