Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components.
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $1182.70 Implied EV: $171.62B |
What growth rate is the market pricing in at $2185?
Market pricing in significantly higher growth than history — aggressive.
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Insufficient data for Beneish M-Score calculation (requires 2+ years).
"Market is optimistic — be cautious and ensure you have a margin of safety"
Price far exceeds estimated intrinsic value — significant downside risk at current levels
