Shai Gilgeous-Alexander

OKC · 2025-26Below apron
Contract
$38.3M / yr · 5 yrs · $217M left
Bargainunder these assumptions

Top-3 surplus deal of 178 tracked contracts

Investment Memo

Shai Gilgeous-Alexander projects to 18.1 marginal wins — $63.4M of on-court value — against an apron-adjusted true cost of $38.3M.

Bargainunder these assumptions
AASV (surplus)+$25.1M
Production value$63.4M
True cost$38.3M
Surplus vs. cost+66%
Rank, tracked deals3rd of 178

Top-3 surplus deal of 178 tracked contracts

Hold

+$25.1M of surplus on 5 years of control is a core-building asset; there is no version of this roster that gets better by moving it.

The Memo
Value thesis

For $38.3M this season (5 yr, $217M total), you are buying 18.1 marginal wins of EPM production — $63.4M of value at $3.5M/win. Against an apron-adjusted true cost of $38.3M, that nets +$25.1M of surplus, 3rd of 178 tracked contracts — it grades as a bargain.

Upside case / Downside case
Upside case

If wins price up toward $4.2M/win and the apron tax eases, production value climbs to $79.8M and surplus swings to +$41.5M — a bargain in the optimistic case.

Downside case

If a marginal win is worth less and the apron bites harder, true cost rises to $38.3M and surplus falls to +$9.9M — fair value in the pessimistic case; the verdict flips across the band.

Risk factors
Aging / decline (proxy)ModerateImpact has moved +1.7 across tracked seasons; $217M runs 5 more years. No ages in the data — this is a trend/exposure proxy.
Commitment sizeSevere$217M still owed across 5 years — $38.3M on this season's books.
Apron exposureLowBelow the apron — the $38.3M cap hit and true cost are one and the same.
Assumption sensitivity
Shai Gilgeous-Alexander — AASV under bear / base / bull assumptions+$9.9M+$41.5M
Bear+$9.9M
Base+$25.1M
Bull+$41.5M

Caution — the verdict flips somewhere across bear/base/bull assumptions. This call is assumption-sensitive, not settled.

This call changes under bear assumptions: Shai Gilgeous-Alexander grades Fairly priced in the bear case but Bargainin the bull case — treat the verdict above as a live read of today’s sliders, not a settled fact.

What the other desks say
The Consensus

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

Bargain
The Accountant

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

Fairly priced
The Ring Chaser

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

Bargain
The Rebuilder

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

Fairly priced
The Skeptic

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

Bargain

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

Comparable contracts

Similar money band ($45.9M vs $38.3M) and impact (6.1 vs 8.2); his deal grades albatross risk at −$20.4M.

−$20.4M

Similar money band ($34.9M vs $38.3M) and impact (4.9 vs 8.2); his deal grades albatross risk at −$28.6M.

−$28.6M

Similar money band ($38.3M vs $38.3M) and impact (3.3 vs 8.2); his deal grades paying a premium at −$6.6M.

−$6.6M
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 = 8.2 · 2025-26 · 76 games · 2,600 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.

(8.2 − (-2.0)) × 5,417 poss ÷ 100 = 553 net pts
553 ÷ 30.5 = 18.1 wins

Step 3 · Wins → production value

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

18.1 wins × $3.5M = $63.4M

Step 4 · What the contract truly costs
Below apron

OKC is a below apron team, so every Shai Gilgeous-Alexander dollar is charged at 1.00× — your setting for what that tier’s tax and roster restrictions really cost. Contract: 5 yrs · $217M remaining.

$38.3M cap hit × 1.00 = $38.3M

Step 5 · Apron-Adjusted Surplus Value

$63.4M$38.3M = +$25.1M

Shai Gilgeous-Alexander out-produces his true cost under these assumptions — a surplus asset.

Step 6 · Season-over-season impact
Shai Gilgeous-Alexander — est. impact trend
-1.24.19.42023-242024-252025-26

Shai Gilgeous-Alexander's impact is trending up (+1.7 across tracked seasons) — that upward line is why the aging-risk read stays at moderate rather than climbing.