COMPILED BY GEMINI 3.1

Marathon Petroleum Corporation (MPC) Intrinsic Value

An independent two-stage DCF analysis by a frontier AI model.

Fair Value Estimate

$134.14 per share
Current Price $235.78
Margin of Safety -43.1%
OVERVALUED

The Investment Thesis for Marathon Petroleum Corporation

The current market price of 235.78 reflects specific expectations about Marathon Petroleum Corporation's future growth and cash flow generation capabilities. Our DCF model evaluates the fundamental value of the business based on its ability to generate sustainable free cash flows over the next decade.

With an estimated intrinsic value of 134.14, the stock currently appears overvalued. Investors should weigh this valuation against the company's competitive moat, capital allocation strategy, and macroeconomic sensitivities before making investment decisions.

My Assumptions & Rationale

FCF Growth Rate (Y1-Y5)
3.0%

A 3.0% growth rate is estimated based on the company's historical free cash flow generation and near-term market expectations.

Discount Rate (WACC)
9.0%

A 9.0% discount rate reflects the estimated weighted average cost of capital, accounting for the risk-free rate and company-specific risk premiums.

Terminal Growth Rate
2.0%

A 2.0% terminal growth rate is used, aligning with long-term macroeconomic GDP growth projections.

Sensitivity Analysis

Intrinsic value per share under varying discount rate and terminal growth rate assumptions.

WACC ↓ / Terminal → 1.0%1.5%2.0%2.5%3.0%
1.0% $156.50 $134.14 $117.37 $104.33 $93.90
1.5% $170.72 $144.46 $125.20 $110.47 $98.84
2.0% $187.80 $156.50 $134.14 $117.37 $104.33
2.5% $208.66 $170.72 $144.46 $125.20 $110.47
3.0% $234.74 $187.80 $156.50 $134.14 $117.37

Undervalued vs current price Overvalued vs current price

Frequently Asked Questions

Why did the model pick a 3.0% growth rate for MPC?

The model uses a 3.0% growth rate based on historical free cash flow growth and industry projections over the medium term.

What discount rate was used for MPC's DCF?

A 9.0% discount rate (WACC) was selected to properly discount future cash flows back to present value, given the risk profile of the business.

Is it safe to rely solely on this DCF model for stock valuation?

No. A DCF model is highly sensitive to its inputs (growth rate, discount rate, terminal rate). It should be used as one tool among many in a comprehensive investment analysis.

Disclaimer: The numbers presented on this page are for educational and entertainment purposes only. They are the result of a deterministic mathematical model fed with assumptions generated by an Artificial Intelligence (Gemini 3.1). This does not constitute investment advice. Always conduct your own due diligence before investing in the stock market.