Market Pulse53Neutral

YETI Holdings, Inc.Opportunity Rank #72(YETI) Intrinsic Value & DCF Analysis (2026)

Current Price

$50.11

Last updated: Jul 24, 2026

Price vs Intrinsic Value

$50.11
Price
$93.45
Intrinsic Value
Undervalued by 86%MOS: $74.76

Fundamental Score

63/100
Neutral

Weighted across 6 signals

Narrative Score

53/100
Weak

No change vs previous

Trend Score

74/100
Strong

As of 2026-07-24

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The intrinsic value of YETI Holdings, Inc. (YETI) is estimated at $93.45 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $50.11, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 10.03% long-term growth rate and an 11.14% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of YETI Holdings, Inc. (YETI) is estimated at $93.45 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $50.11, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 10.03% long-term growth rate and an 11.14% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$93.45
86.49% upside
20% margin of safety: $74.76
Years: 10Growth Rate: 10.03%
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Capital Efficiency

Average Quarterly ROIC
6.91%
Cost of Capital (estimated)9%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.

Fundamental Details

63/100
NeutralWeighted across 6 signals
DCF Discount
86.5% discount to price
100
FCF Yield
10.2% trailing FCF yield
100
ROIC vs WACC
ROIC 6.9% vs WACC 9.0% (0.8x)
38
Net Debt / FCF
Net cash position
100
Buybacks
Share count shrinking
80
FCF CAGR (5Y)
0.0% 5Y FCF CAGR (adjusted)
0
Strengths: DCF Discount, FCF Yield. Concerns: ROIC vs WACC, FCF CAGR (5Y).

Narrative Details

53/100
Weak
Vs 6-Month Baseline:Average (40th pct)Weighted across 5 recent drivers
Trend: StableConfidence: 64%Updated: 1d ago
Sources: 17 (11 News · 6 Analyst)
Drivers(last 30 days)
Analyst upgrades+0.2
7 news sentiment+0.1
2 upgrade headlines+0.1
2 regulatory scrutiny+0.0
5 analyst reiterations0.0

Trend Details

74/100
StrongAs of 2026-07-24310 daily bars used
3M Relative Strength vs SPY+21.9%
Distance from 52-Week High-2.7%
21 EMA vs 50 EMA+4.0%
Price vs 21 EMA59 · +1.5%
Price vs 50 EMA75 · +5.6%
21 EMA vs 50 EMA78 · +4.0%
3M RS vs SPY97 · +21.9%
6M RS vs SPY39 · -4.1%
Distance from 52W High95 · -2.7%

Investment Coach

Updating... 44d ago
BUYConfidence: 57%
Thesis
YETI Holdings, Inc. is undervalued with an estimated fair value approximately 70% above its current price, supported by healthy free cash flow yield and constructive fundamentals. Despite trailing returns relative to its cost of capital, the company's strong buyback activity and stable narrative trend suggest potential for value realization.
Key Risk
The key risk is the negative spread between ROIC and WACC, indicating returns are currently below the cost of capital which may pressure valuation.
Signals To Watch
  • Monitor whether valuation discount remains above 10%.
  • Track ROIC vs WACC spread for sustained improvement.
  • Follow narrative trend for meaningful shifts in the score direction.
Ask the Coach - Available with
Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 10.03%5 Year CAGR (Adjusted): -0.02%

Free Cash Flow (in millions)

TTM202420232022202120202019201820172016201520142013
$389$303$359$158$212$389$136$208$190$89$20$10$17

How Intrinziq Estimates Fair Value

Intrinziq estimates YETI Holdings, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

YETI Holdings, Inc.Consumer Cyclical

YETI Holdings, Inc. develops, promotes, sells, and distributes premium products designed for outdoor enthusiasts and recreational activities, all under the prominent YETI brand. Their offerings encompass a diverse selection of hard and soft coolers, various cargo solutions, bags, and outdoor lifestyle items, along with complementary accessories. The company also provides an extensive array of drinkware under its Rambler brand, including tumblers, bottles, mugs, and jugs, complete with associated accessories like straw caps and handles. Additionally, YETI markets branded gear such as hats, shirts, and ice substitutes. The firm distributes its merchandise through a wide network of independent retailers, including specialized outdoor stores, hardware shops, sporting goods outlets, and farm and ranch supply centers, as well as directly through its corporate website. YETI Holdings, Inc. boasts an international footprint, serving markets in the United States, Canada, Australia, New Zealand, Europe, Hong Kong, China, Singapore, and Japan. The company was founded in Austin, Texas, in 2006.

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