Reverse DCF

What growth does the market imply for SFL?

Working backwards from the current price to find the FCF growth assumption baked in.

very aggressive

24.8% implied annual FCF growth

The market is pricing in exceptional growth that only a handful of companies sustain for a decade. For context, this company has historically grown at 11.5%. High execution risk.

Current Price

₹544

Historical Growth

11.5%

FCF Yield

1.71%

Price / FCF

58.5x

Plain English

To justify today's price of $544.20, SFL.NS needs to grow its free cash flow at 24.8% per year for the next 10 years. That is 13.4% faster than its historical growth rate of 11.5%. At its historical growth rate, the stock cannot justify its current price within a 20-year horizon. The market is pricing in a step-change in performance.

Adjust Assumptions

11.1%
6%13%20%
4.0%
0%3%6%

Growth Scenarios

What the stock is worth at different growth assumptions

ScenarioFCF GrowthImplied IVMoS vs Price
GDP rate10.0%₹85-84.3%
Historical11.5%₹111-79.6%
Half implied12.4%₹130-76.2%
Implied24.8%₹542-0.3%

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This is an analytical tool, not investment advice. Implied growth is a mathematical inversion of the DCF model and depends on WACC and terminal growth assumptions. YieldIQ is not registered with SEBI as an investment adviser.

SFL Reverse DCF — Market Implies 24.8% FCF Growth | YieldIQ