Q · Intrinsic value
Is Qnity Electronics, Inc. (Q) overvalued or undervalued?
Qnity Electronics, Inc. (Q) trades at the delayed market price of $120.71 a share. That price already implies revenue growth of 23.0% a year for 5 years. TickerWorth's fair value is $119.34 a share (priced within our range of $80.70 – $169.02). We do not call it over- or undervalued from inside our range.
Model by Miraaj Patel · generated from market data · Updated Oct 19, 2026 · How these pages are made
Is Q fairly valued?
- Fair value
- $119.34
- Market price
- $120.71
- Downside to fair value
- 1.1%
- Verdict
- Priced within our range of $80.70 – $169.02
Reverse DCF: Today's price implies revenue growth of 23.0% a year for 5 years; our model assumes 12.9% a year on average over the same horizon.
What is Q's TickerWorth Score?
Scores lower than most companies we compare it with
Compared with Technology companies in US
Its strongest point: looks cheap on the numbers. Its weakest: balance sheet looks stretched.
- Value · 55 of 100
Cheaper than 55% of Technology companies in US
- Price vs worth · 49 of 100
- Quality · 49 of 100
More profitable than 49% of Technology companies in US
- Financial health · 36 of 100
Financially stronger than 36% of Technology companies in US
- Growth · 37 of 100
Growing faster than 37% of Technology companies in US
- Momentum · 35 of 100
Outperformed 35% of Technology companies in US over the past year
Confidence: High confidence · Scored
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Q DCF valuation, input by input
At a recent price of $120.71, Qnity Electronics, Inc. (Q) trades roughly at TickerWorth's blended fair value of $119.34 per share — a discounted-cash-flow model cross-checked against peer multiples and asset value — meaning the market currently prices Q in line with our estimate of what the business is intrinsically worth. Our fair value sits below the market, an implied -1.1% move to close the gap if the business performs in line with our assumptions. This is an educational model, not a price target or a recommendation — the value moves with the inputs, which you can test yourself using the WACC slider below.
Read the full reasoning
One of the lenses behind that blended figure is a discounted-cash-flow model, which on its own values Q at about $80.70 per share. The rest of this page walks through that DCF — its assumptions, reverse-DCF and discount-rate sensitivity — because it is the auditable anchor of the blend.
The valuation discounts Qnity Electronics, Inc.'s projected free cash flows at a weighted-average cost of capital (WACC) of 9.7%, with a long-run terminal growth rate of 2.5%. About 73% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is typical for a stable, cash-generative business and a reminder that small changes in the discount rate or terminal growth assumption swing the intrinsic value meaningfully.
Running the DCF in reverse — solving for the growth the current price already assumes — the market is implying roughly 23.0% annual revenue growth for Q. Our base case instead compounds to about 12.9% a year over the same forecast, so the market is pricing in materially faster growth than our base case. The reverse-DCF is a quick sanity check: it reframes 'is this stock cheap?' as 'do I believe the growth the price requires?' rather than arguing over a single point estimate of fair value.
Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, Q's modeled DCF value ranges from about $57.19 to $128.86 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.
How to read this page: the DCF fair value is what Qnity Electronics, Inc. would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of Q's intrinsic value. Figures update as new filings and prices come in.
Every input behind Q's DCF
| Input | Value |
|---|---|
| Base-year revenueLive feed — totalRevenue (TTM) | $5,210,000,000 |
| Base EBIT marginComputed — trailing operatingMargins, held roughly flat | 22.3% |
| Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast | 22% → 18% → 13% → 9% → 4% |
| Risk-free rateLive feed — US 10-year Treasury yield (^TNX) | 5.2% |
| BetaLive feed — yfinance, 5-year monthly beta vs the S&P 500 (clamped to 0.4–2.5) | 1.10 |
| Terminal growthESTIMATEAssumption — TickerWorth house default 2.5%, held below WACC | 2.5% |
| Diluted sharesLive feed — sharesOutstanding | 209M |
| Market priceLast known price · as of 2026-10-19 21:02 UTC | $120.71 |
Change Q's assumptions
The discount-rate dial and the editable model
ProChange growth, margin and WACC yourself — Pro (7-day free trial, card required).
What does Qnity Electronics, Inc. do?
What does it do?
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. It operates in the Semiconductor Equipment & Materials industry (Technology sector), headquartered in United States. The company employs roughly 10,000 people.
How does it make money?
The business turns $4.8B in annual revenue into profit. Out of every $100 of sales, about $22 is left as operating profit (operating margin of 22.3%), after a 46% gross margin on the products/services it sells. After all costs, taxes and interest, 11.2% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks mixed: carries modest debt (0.6× equity), comfortably covers its short-term bills (2.0× current ratio), and is currently profitable.
Who at Q filed insider trades?
| Date | Insider | Relationship | What happened | Value | Filing |
|---|---|---|---|---|---|
| CURTIN TERRENCE R | Director | Grant / award | $32,500.00 | Form 4 for CURTIN TERRENCE R (opens sec.gov in a new tab) | |
| Green Byron | Director | Grant / award | $32,500.00 | Form 4 for Green Byron (opens sec.gov in a new tab) | |
| De Bondt Karin | Director | Open-market buy | $138,136.00 | Form 4 for De Bondt Karin (opens sec.gov in a new tab) | |
| Dei Cas Katherine | President, Semiconductor | Grant / award | — | Form 4 for Dei Cas Katherine (opens sec.gov in a new tab) | |
| Fortebuono Kathleen M. | Chief People Officer | Shares withheld (tax) | $62,600.54 | Form 4 for Fortebuono Kathleen M. (opens sec.gov in a new tab) | |
| Sterin Steven | Director | Open-market sale | $59,340.00 | Form 4 for Sterin Steven (opens sec.gov in a new tab) |
A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4). Older filings and the 90-day buying-and-selling read are part of Pro. See plans
Common questions
What is Q's intrinsic value?
TickerWorth's blended fair value for Qnity Electronics, Inc. (Q) is $119.34 per share, versus a market price of $120.71 (roughly at fair value).
Is Q overvalued or undervalued?
On our blended fair value Q looks in line with fair value at $120.71. This is an educational estimate, not advice.
What discount rate is used for Q?
A WACC of 9.7% and a terminal growth rate of 2.5%.
Is Qnity Electronics stock undervalued?
TickerWorth's fair value for Qnity Electronics, Inc. (Q) is $119.34 against a market price of $120.71. Our read: Priced within our range of $80.70 – $169.02. This is a model estimate, not investment advice.
Qnity Electronics (Q) DCF valuation and fair value
Our fair value for Qnity Electronics, Inc. (Q) is $119.34, built on a 9.7% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Qnity Electronics stock?
Today's price implies revenue growth of 23.0% a year for 5 years; our model assumes 12.9% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $120.71. A model estimate, not investment advice.
Qnity Electronics (Q) insider trading
The most recent insider filing (SEC Form 4) for Qnity Electronics, Inc. (Q): CURTIN TERRENCE R, Director, grant / award on 2026-08-31. The latest filings are listed on this page. A disclosure, not a signal to trade.
Not investment advice. TickerWorth Score is a model output.
Educational tool. Every output reflects the assumptions shown — not a prediction and not investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public filings and market data that can be wrong.