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DCF valuation

What is Zebra Technologies Corp worth?

With the base-case assumptions below, a discounted cash flow model on Zebra Technologies Corp's reported free cash flow gives $230.75 per share. The share price was $370.04 on September 25, 2026, 60% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$831M
Average free cash flow, last 5 years
$623.4M
Cash
$157M
balance sheet of July 4, 2026
Debt
$2.78B
balance sheet of July 4, 2026
Diluted shares, fiscal 2025
51,212,395
Revenue growth per year, last 5 years
3.9%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-1.0%0.5%2.0%10.0%$123.27-67%
Base4.0%3.5%2.5%9.0%$230.75-38%
Bull9.0%6.0%3.0%8.0%$431.43+17%

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%$307.15$330.34$358.68$394.11$439.66
8.0%$250.24$265.28$283.05$304.38$330.44
9.0%$208.60$218.88$230.75$244.59$260.94
10.0%$176.84$184.15$192.43$201.91$212.83
11.0%$151.83$157.19$163.18$169.92$177.55

Where the presets come from

Base: years 1 to 5 grow at Zebra Technologies Corp's revenue growth rate over the last 5 fiscal years (3.9% 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

Zebra Technologies Corp company page