Mulya.ai
Ticker
AKAM
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredYes
Key Assumptions
WACC ?6.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.598
Beta (levered) ?0.726
Terminal OM% ?31.0%
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 · 2026-07-21

AKAM · Akamai Technologies, Inc.

$113.292026-07-21
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Internet Services & Infrastructure

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr) · Leases factored
Bull
$47
-58.3% vs market
Base · active
$29
-74.5% vs market
Bear
$31
-72.4% vs market
Mulya.ai vs Analyst IV Comparison?
Base $29
Bear $31
Bull $47
Market $113
Median $165
Market Price $113
Mulya.ai Base $29
Analysts Median $165
Mulya.ai IV range ($31 · $47)
Analysts Range ($76 · $195)
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
2024.Q1$3.8B24.6%12.5%$820MM−$2.1B−$1.3B6.6%8.6%$9.5B$3.65
2024.Q4$3.8B0.0%24.6%14.0%$806MM−$2.3B−$1.5B7.5%8.3%$9.9B$3.65
2025.Q1$4.0B4.7%19.6%20.9%$620MM−$2.2B−$1.6B7.0%6.3%$9.8B$3.37
2025.Q4$4.0B0.0%19.6%25.0%$588MM−$1.9B−$1.3B7.2%5.4%$12.2B$3.37
2026.Q1$4.3B6.9%20.1%21.0%$677MM−$1.9B−$1.3B6.8%5.7%$11.4B$2.9019.8
italics below = DCF projection · 10yr Rev CAGR: 7.7%
2027.Q1$4.6B+8.3%22.0%20.9%$805MM−$2.3B−$1.5B6.8%−$1.4B6.4%$13.7B$3.6531.0
2028.Q1$5.1B+10.4%20.7%20.8%$835MM−$2.1B−$1.3B7.0%−$1.1B5.7%$15.8B$3.7929.9
2029.Q1$5.6B+9.9%21.0%20.7%$934MM−$1.7B−$740MM7.2%−$604MM5.6%$17.4B$4.2426.7
2030.Q1$6.1B+9.3%20.9%20.6%$1.0B−$2.3B−$1.3B7.4%−$957MM5.5%$19.7B$4.6124.6
2031.Q1$6.7B+9.1%20.9%20.5%$1.1B−$2.3B−$1.2B7.5%−$846MM5.3%$22.0B$5.0322.5
Term. Yr+$9.4B4.1%31.0%20.0%$2.3B−$1.1B$1.2B8.6%$12.9B8.6%
Active scenario IV: $29 (-74.5% vs market)