Azenta, Inc.

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF on core operations: $20M normalized FCF base (vs. thin TTM FCF of $9.88M) for its life-sciences sample management/genomics business; 8% annual FCF growth for years 1-5; 5% for years 6-10; 10% discount rate; 3% terminal growth; plus $467.92M net cash reflecting proceeds retained from its 2025 Semiconductor Solutions divestiture; 43.81M shares outstanding.

Reasoning: Azenta's large TTM GAAP net loss reflects divestiture-related items rather than its ongoing life-sciences business, and its balance sheet now holds an unusually large net cash position relative to market cap following the sale of its semiconductor unit; valuing the core operating business modestly via DCF and adding back the full net cash pile captures both pieces of value.