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DCF valuation

What is Waystar Holding Corp. worth?

With the base-case assumptions below, a discounted cash flow model on Waystar Holding Corp.'s reported free cash flow gives $42.77 per share. The share price was $24.70 on September 25, 2026, 42% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$283.2M
Average free cash flow, last 4 years
$135.2M
Cash
$12.6M
balance sheet of June 30, 2026
Debt
$1.47B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
184,783,285
Revenue growth per year, last 3 years
16.0%

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%$22.90-7%
Base15.0%9.0%2.5%9.0%$42.77+73%
Bull20.0%11.5%3.0%8.0%$79.76+223%

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%$57.81$62.50$68.23$75.40$84.61
8.0%$46.51$49.55$53.14$57.46$62.73
9.0%$38.29$40.37$42.77$45.57$48.87
10.0%$32.05$33.53$35.21$37.12$39.33
11.0%$27.17$28.26$29.47$30.83$32.38

Where the presets come from

Base: years 1 to 5 grow at Waystar Holding Corp.'s revenue growth rate over the last 3 fiscal years (16.0% 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

Waystar Holding Corp. company page