Rudy Gobert

MIN · 2025-26Second apron
Contract
$35.0M / yr · 3 yrs · $110M left
Albatross riskunder these assumptions

Albatross risk — −$47.4M on $110M still owed

Investment Memo

Rudy Gobert projects to 6.5 marginal wins — $22.6M of on-court value — against an apron-adjusted true cost of $70.0M.

Albatross riskunder these assumptions
AASV (surplus)−$47.4M
Production value$22.6M
True cost$70.0M
Surplus vs. cost−68%
Rank, tracked deals161st of 178

Albatross risk — −$47.4M on $110M still owed

Monitor

−$47.4M sits close enough to fair (or too rigid to move) that the right play is patience, not a transaction.

The Memo
Value thesis

For $35.0M this season (3 yr, $110M total), you are buying 6.5 marginal wins of EPM production — $22.6M of value at $3.5M/win. Against an apron-adjusted true cost of $70.0M, that nets −$47.4M of surplus, 161st 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 $30.3M and surplus swings to −$30.9M — an albatross in the optimistic case.

Downside case

If a marginal win is worth less and the apron bites harder, true cost rises to $78.8M and surplus falls to −$62.8M — an albatross in the pessimistic case.

Risk factors
Aging / decline (proxy)Elevated$110M committed over 3 years with no multi-season impact trend on file. No ages in the data — this is an exposure proxy.
Commitment sizeModerate$110M still owed across 3 years — $35.0M on this season's books.
Apron exposureSevereSecond-apron tax lifts the true cost to $70.0M (+$35.0M over cap).
Assumption sensitivity
Rudy Gobert — AASV under bear / base / bull assumptions−$62.8M−$30.9M
Bear−$62.8M
Base−$47.4M
Bull−$30.9M
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 ($35.0M vs $35.0M) and impact (2.9 vs 2.2); his deal grades paying a premium at −$5.7M.

−$5.7M

Similar money band ($34.0M vs $35.0M) and impact (2.8 vs 2.2); his deal grades paying a premium at −$5.3M.

−$5.3M

Similar money band ($34.0M vs $35.0M) and impact (2.8 vs 2.2); his deal grades paying a premium at −$5.3M.

−$5.3M
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 = 2.2 · 2025-26 · 69 games · 2,250 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.

(2.2 − (-2.0)) × 4,688 poss ÷ 100 = 197 net pts
197 ÷ 30.5 = 6.5 wins

Step 3 · Wins → production value

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

6.5 wins × $3.5M = $22.6M

Step 4 · What the contract truly costs
Second apron

MIN is a second apron team, so every Rudy Gobert dollar is charged at 2.00× — your setting for what that tier’s tax and roster restrictions really cost. Contract: 3 yrs · $110M remaining.

$35.0M cap hit × 2.00 = $70.0M

Step 5 · Apron-Adjusted Surplus Value

$22.6M$70.0M = −$47.4M

Rudy Gobert costs more than he produces under these assumptions — the contract eats value.

Step 6 · Season-over-season impact

First season on file — the trend view, and its tie-in to aging risk, unlocks once another season lands.