Market Pulse50Neutral

YETI Holdings, Inc.Opportunity Rank #86(YETI) Intrinsic Value & DCF Analysis (2026)

Current Price

$37.54

Last updated: Mar 24, 2026

Price vs Intrinsic Value

$37.54
Price
$68.39
Intrinsic Value
Undervalued by 82%MOS: $54.71

Fundamental Score

64/100
Neutral

Weighted across 6 signals

Narrative Score

58/100
Improving

+6 vs previous

The intrinsic value of YETI Holdings, Inc. (YETI) is estimated at $68.39 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $37.54, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 9.44% long-term growth rate and an 11.13% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of YETI Holdings, Inc. (YETI) is estimated at $68.39 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $37.54, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 9.44% long-term growth rate and an 11.13% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$68.39
82.18% upside
20% margin of safety: $54.71
Years: 10Growth Rate: 9.44%
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Capital Efficiency

Average Quarterly ROIC
6.86%
Cost of Capital (estimated)8%
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

64/100
NeutralWeighted across 6 signals
DCF Discount
82.2% discount to price
100
FCF Yield
10.2% trailing FCF yield
100
ROIC vs WACC
ROIC 6.9% vs WACC 8.0% (0.9x)
43
Net Debt / FCF
Net cash position
100
Buybacks
Share count shrinking
80
FCF CAGR (5Y)
-2.8% 5Y FCF CAGR (adjusted)
0
Strengths: DCF Discount, FCF Yield. Concerns: FCF CAGR (5Y).

Narrative Details

58/100
Improving
+6 vs previous · +1 new driversVs 6-Month Baseline:High (84th pct)Weighted across 5 recent drivers
Trend: StableConfidence: 78%Updated: 58m ago
Sources: 31 (23 News · 8 Analyst)
Drivers(last 30 days)
7 regulatory scrutiny+0.7
14 news sentiment+0.0
2 analyst upgrades+0.0
2 earnings beat+0.0
6 analyst reiterations0.0

Investment Coach

Updated 13h ago
BUYConfidence: 57%
Thesis
YETI Holdings, Inc. is undervalued with an estimated fair value 86% 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 solid net debt position present a compelling buy opportunity.
Key Risk
The key risk is the company's return on invested capital remaining below its weighted average cost of capital, which could limit value creation.
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.
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Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 9.44%5 Year CAGR (Adjusted): -2.83%

Free Cash Flow (in millions)

TTM202420232022202120202019201820172016201520142013
$297$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. designs, markets, retails, and distributes products for the outdoor and recreation market under the YETI brand. The company offers hard and soft coolers, as well as cargo, bags, outdoor living, and associated accessories. It also provides drinkware products, such as colsters, lowballs, wine tumblers, stackable pints, mugs, tumblers, bottles, and jugs, as well as accessories comprising bottle straw caps, tumbler handles, jug mounts, and bottle slings under the Rambler brand. In addition, the company offers YETI-branded gear products, such as hats, shirts, bottle openers, and ice substitutes. It sells its products through independent retailers, including outdoor specialty, hardware, sporting goods, and farm and ranch supply stores, as well as through Website. The company operates in the United States, Canada, Australia, New Zealand, Europe, Hong Kong, China, Singapore, and Japan. YETI Holdings, Inc. was founded in 2006 and is headquartered in Austin, Texas.

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