Mulya.ai
Ticker
ADI
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.252
Beta (levered) ?1.311
Terminal OM% ?30.7%
Segment conc. ?46% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ADI · Analog Devices, Inc.

$318.342026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$62
-80.5% vs market
Base · active
$66
-79.4% vs market
Bear
$68
-78.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $62
Base $66
Bear $68
Market $318
Median $387
Market Price $318
Mulya.ai Base $66
Analysts Median $387
Mulya.ai IV range ($68 · $62)
Analysts Range ($270 · $430)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q1$7.3B26.7%0.0%$2.1B$2.9B$4.9B6.2%4.5%$45.5B$2.83
2023.Q1$12.0B64.2%31.6%10.9%$3.4B$384MM$3.8B8.3%7.4%$46.1B$5.59
2024.Q1$12.3B2.4%35.9%7.6%$4.1B$32MM$4.1B8.2%8.9%$45.8B$6.74
2025.Q1$9.4B-23.4%24.9%8.0%$2.2B$1.2B$3.3B9.3%4.8%$44.0B$3.33
2026.Q1$11.8B24.7%33.8%16.0%$3.3B$1.2B$4.5B8.9%7.6%$43.3B$5.5139.4
italics below = DCF projection · 10yr Rev CAGR: 6.7%
2027.Q1$14.3B+21.8%30.9%16.4%$3.7B−$9.4B−$5.7B9.6%−$5.2B7.7%$52.7B$6.5248.8
2028.Q1$15.7B+9.5%33.6%16.8%$4.4B−$4.9B−$551MM9.5%−$460MM8.0%$57.6B$7.7241.2
2029.Q1$16.6B+6.1%33.6%17.2%$4.6B−$3.4B$1.2B9.4%$926MM7.8%$61.0B$8.1539.1
2030.Q1$17.5B+5.0%33.6%17.6%$4.8B−$3.0B$1.9B9.3%$1.3B7.7%$64.0B$8.5137.4
2031.Q1$18.3B+4.6%33.6%18.0%$5.0B−$2.8B$2.2B9.2%$1.4B7.7%$66.8B$8.8635.9
Term. Yr+$23.5B4.1%30.6%20.0%$5.8B−$2.7B$3.0B8.6%$27.9B8.6%
Active scenario IV: $66 (-79.4% vs market)