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American Funds American Balanced Fund
AFMBXFinancial ServicesNASDAQUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $833.38M | 7.3% | $60.84M | $90.01M | N/A |
| 2027 | $916.72M | 7.3% | $66.92M | $99.01M | $90.01M |
| 2028 | $1.01B | 7.3% | $73.61M | $108.91M | $90.01M |
| 2029 | $1.11B | 7.3% | $80.97M | $119.80M | $90.01M |
| 2030 | $1.22B | 7.3% | $89.07M | $131.78M | $90.01M |
| 2031 | $1.34B | 7.3% | $97.98M | $144.95M | $90.01M |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | $3.47 | 2024-01-31 |
| EPS growth | +60.0% | Forecast years: 5 |
| Future EPS | $36.386 | EPS × (1 + G)^5 |
| Base P/E | 3,559.1 | P/E |
| Future price | $129,499.94 | Future EPS × P/E |
| Fair value today | $80,409.28 | PV @ 10.0% |
| 30% safety price | $56,286.49 | Margin of safety |
| 50% safety price | $40,204.64 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | $0.39 | $0.429 | $0.482 |
| 10.0% | $0.35 | $0.379 | $0.417 |
| 11.0% | $0.319 | $0.341 | $0.369 |