In a DCF valuation, terminal value (TV) is the present value of all cash flows expected after the end of the explicit forecast period. Because most DCFs use a 5–10 year explicit projection but assume the business operates indefinitely, terminal value typically accounts for 60–80% of the total enterprise value. That makes the assumptions behind it the single biggest driver of the answer.

Two standard methods

1. Gordon growth (perpetuity) method

$ TV_n = \frac{FCF_{n+1}}{r - g} $

Where FCFₙ₊₁ is the cash flow in the first year after the explicit forecast, r is the discount rate (WACC), and g is the perpetuity growth rate. The terminal value is then discounted back to today at WACC.

The g assumption is constrained by economic logic: in the long run, no business can grow faster than nominal GDP forever, so g is typically set in the 2–3% range for mature, developed-market businesses.

2. Exit-multiple method

$ TV_n = EBITDA_n \times \text{Exit multiple} $

The terminal-year EBITDA is multiplied by an exit multiple anchored to current trading or transaction comparables (see ebitda-multiple). The result is then discounted back at WACC.

Triangulation

Best practice is to compute both methods and cross-check them. Implied perpetuity growth from an exit-multiple DCF should be plausible (no double-digit growth into perpetuity); implied exit multiple from a Gordon-growth DCF should be near peer multiples. When the two diverge sharply, the explicit forecast or the assumed exit point is wrong.

Common errors

  • Using a g that exceeds long-term GDP growth.
  • Computing terminal cash flow off a non-steady-state year (e.g. a peak-of-cycle EBITDA).
  • Forgetting to discount terminal value back to year zero.
  • Mismatching nominal/real conventions (g and WACC must both be nominal or both real).

See also

  • Discounted cash flow — An intrinsic valuation that discounts a company’s projected cash flows to present value.
  • Weighted average cost of capital — The blended after-tax cost of a company's debt and equity capital, weighted by their proportions. The standard discount rate used in DCF valuations.
  • Business valuation — The set of methods used to estimate the economic value of a company or its equity, almost always triangulated across several approaches into a defensible range.
  • EBITDA multiple — The ratio of enterprise value to EBITDA, the most common shorthand for what a business is worth in M&A. Industry, scale, growth and quality of earnings all move it.

References & further reading

  1. Investopedia — "Terminal Value"
  2. Wall Street Prep — "Terminal Value"
  3. Aswath Damodaran — "Closure in Valuation"
Category: Valuation