$14.48
-0.75%NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
Base year metrics used for projections
Forecast period and terminal assumptions
Calculation flow from present value to intrinsic value per share
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $146.0M | $292.0M | $583.9M | $1.2B | $2.3B | $4.7B | $9.3B | $18.7B | $37.4B | $74.7B |
| Maintenance CapEx | -$18.7M | -$37.3M | -$74.7M | -$149.3M | -$298.7M | -$597.4M | -$1.2B | -$2.4B | -$4.8B | -$9.6B |
| Owner Earnings | $127.3M | $254.6M | $509.2M | $1.0B | $2.0B | $4.1B | $8.1B | $16.3B | $32.6B | $65.2B |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $117.9M | $218.3M | $404.2M | $748.6M | $1.4B | $2.6B | $4.8B | $8.8B | $16.3B | $30.2B |
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Value Model
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Statements
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Earnings Call
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