Donovan Mitchell

CLE · 2025-26Second apron
Contract
$46.4M / yr · 3 yrs · $150M left
Albatross riskunder these assumptions

Albatross risk — −$54.4M on $150M still owed

Investment Memo

Donovan Mitchell projects to 11.0 marginal wins — $38.4M of on-court value — against an apron-adjusted true cost of $92.8M.

Albatross riskunder these assumptions
AASV (surplus)−$54.4M
Production value$38.4M
True cost$92.8M
Surplus vs. cost−59%
Rank, tracked deals167th of 178

Albatross risk — −$54.4M on $150M still owed

Monitor

−$54.4M sits close enough to fair (or too rigid to move) that the right play is patience, not a transaction.

The Memo
Value thesis

For $46.4M this season (3 yr, $150M total), you are buying 11.0 marginal wins of EPM production — $38.4M of value at $3.5M/win. Against an apron-adjusted true cost of $92.8M, that nets −$54.4M of surplus, 167th of 178 tracked contracts — it grades as an albatross.

Upside case / Downside case
Upside case

If wins price up toward $4.2M/win and the apron tax eases, production value climbs to $49.6M and surplus swings to −$31.6M — an albatross in the optimistic case.

Downside case

If a marginal win is worth less and the apron bites harder, true cost rises to $104M and surplus falls to −$75.9M — an albatross in the pessimistic case.

Risk factors
Aging / decline (proxy)ElevatedImpact has moved -0.8 across tracked seasons; $150M runs 3 more years. No ages in the data — this is a trend/exposure proxy.
Commitment sizeElevated$150M still owed across 3 years — $46.4M on this season's books.
Apron exposureSevereSecond-apron tax lifts the true cost to $92.8M (+$46.4M over cap).
Assumption sensitivity
Donovan Mitchell — AASV under bear / base / bull assumptions−$75.9M−$31.6M
Bear−$75.9M
Base−$54.4M
Bull−$31.6M
What the other desks say
The Consensus

The market's own numbers: a win costs what the middle of the league pays for it.

Albatross risk
The Accountant

Every apron dollar is real money — the tax ledger, not the highlight reel, decides who wins the summer.

Albatross risk
The Ring Chaser

Banners hang forever. A marginal win today is worth almost any tomorrow, and the tax is the cost of doing business.

Paying a premium
The Rebuilder

Wins you buy before you're ready are the most expensive wins in basketball — flexibility is the only asset that never ages.

Albatross risk
The Skeptic

The tenth man is closer to the star than the star's agent admits — pay for scarcity you can prove, not reputation.

Albatross risk

1 of 5 desks disagree with the verdict above — that disagreement is the story.

Comparable contracts

Similar money band ($46.6M vs $46.4M) and impact (4.4 vs 4.7); his deal grades albatross risk at −$54.9M.

−$54.9M

Similar money band ($46.4M vs $46.4M) and impact (4.3 vs 4.7); his deal grades paying a premium at −$8.7M.

−$8.7M

Similar money band ($46.4M vs $46.4M) and impact (4.2 vs 4.7); his deal grades paying a premium at −$7.1M.

−$7.1M
The Model

How the model gets there.

The audit trail behind every figure in the memo above — six steps from raw on-court impact to the final surplus verdict, using the same sliders. Drag any assumption and the memo above updates with it.

Model Assumptions

AASV = wins × $/win − cap hit × apron multiplier. Set the knobs to your own front-office judgment — every number on this page updates live.

$3.5M
What one marginal win costs on the open market.
1.50×
How much a first-apron team's dollar really costs (tax bill, shrinking roster tools).
2.00×
The punitive tier — frozen picks, no salary aggregation, repeater tax.
Step 1 · On-court impact

League estimated net rating (per 100 poss. vs. an average player), cached from stats.nba.com (seed snapshot).

Est. Impact = 4.7 · 2025-26 · 70 games · 2,400 minutes

Step 2 · Impact → marginal wins

Impact is credited above replacement level (-2.0), scaled by the possessions he actually played (minutes × 2.08/min), then converted at 30.5 net points per win.

(4.7 − (-2.0)) × 5,000 poss ÷ 100 = 335 net pts
335 ÷ 30.5 = 11.0 wins

Step 3 · Wins → production value

Wins are priced at your $/win setting ($3.5M per win).

11.0 wins × $3.5M = $38.4M

Step 4 · What the contract truly costs
Second apron

CLE is a second apron team, so every Donovan Mitchell dollar is charged at 2.00× — your setting for what that tier’s tax and roster restrictions really cost. Contract: 3 yrs · $150M remaining.

$46.4M cap hit × 2.00 = $92.8M

Step 5 · Apron-Adjusted Surplus Value

$38.4M$92.8M = −$54.4M

Donovan Mitchell costs more than he produces under these assumptions — the contract eats value.

Step 6 · Season-over-season impact
Donovan Mitchell — est. impact trend
-0.82.86.32023-242024-252025-26

Donovan Mitchell's impact is trending down (-0.8 across tracked seasons) — that decline is a direct input into the elevated aging-risk grade on the years still owed.