Mulya.ai
Ticker
AKAM
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?7.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.704
Beta (levered) ?0.879
Terminal OM% ?27.6%
Segment conc. ?100% 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

AKAM · Akamai Technologies, Inc.

$118.002026-05-17
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Internet Services & Infrastructure

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$100
-15.2% vs market
Base · active
$54
-54.4% vs market
Bear
$47
-60.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $47
Base $54
Bull $100
Median $115
Market $118
Market Price $118
Mulya.ai Base $54
Analysts Median $115
Mulya.ai IV range ($47 · $100)
Analysts Range ($76 · $120)
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
2021.Q4$3.5B29.6%8.8%$936MM−$760MM$176MM5.7%14.4%$6.5B$4.43
2022.Q4$3.6B4.5%24.5%12.1%$778MM−$890MM−$112MM7.1%11.7%$6.8B$3.56
2023.Q4$3.8B5.4%21.9%16.3%$699MM−$550MM$149MM6.8%9.1%$8.6B$3.73
2024.Q4$4.0B4.7%17.5%14.0%$601MM−$682MM−$81MM7.5%7.1%$8.3B$3.44
2025.Q4$4.2B5.4%19.4%25.0%$612MM−$533MM$80MM7.2%6.4%$10.8B$3.0821.2
italics below = DCF projection · 10yr Rev CAGR: 8.3%
2026.Q4$4.5B+6.3%19.6%24.5%$663MM−$902MM−$239MM7.4%−$223MM5.9%$11.7B$3.4534.2
2027.Q4$4.8B+7.2%20.2%24.0%$735MM−$979MM−$244MM7.5%−$211MM6.0%$12.7B$3.8230.9
2028.Q4$5.2B+8.2%20.4%23.5%$809MM−$1.1B−$287MM7.6%−$231MM6.1%$13.8B$4.2028.1
2029.Q4$5.6B+7.9%22.1%23.0%$955MM−$934MM$21MM7.7%$16MM6.7%$14.7B$4.9623.8
2030.Q4$6.4B+13.8%22.1%22.5%$1.1B−$1.8B−$684MM7.9%−$474MM7.0%$16.5B$5.6920.7
Term. Yr+$9.7B4.1%27.6%20.0%$2.2B−$1.0B$1.1B8.6%$11.7B8.6%
Active scenario IV: $54 (-54.4% vs market)