Mulya.ai
Ticker
AMD
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?13.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.987
Beta (levered) ?1.995
Terminal OM% ?45.7%
Segment conc. ?43% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AMD · Advanced Micro Devices, Inc.

$521.582026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$627
+20.2% vs market
Base · active
$568
+8.9% vs market
Bear
$112
-78.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $112
Median $450
Market $522
Base $568
Bull $627
Market Price $522
Mulya.ai Base $568
Analysts Median $450
Mulya.ai IV range ($112 · $627)
Analysts Range ($260 · $670)
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$22.7B3.0%0.0%$1.1B−$3.0B−$1.9B14.4%1.6%$67.6B$0.52
2024.Q4$22.7B0.0%3.0%18.8%$561MM−$1.9B−$1.3B12.3%0.8%$69.1B$0.52
2025.Q1$25.8B13.7%12.7%20.0%$2.6B−$2.2B$417MM16.1%3.7%$71.2B$0.99
2025.Q4$25.8B0.0%12.7%0.0%$3.4B−$3.7B−$320MM13.5%4.7%$72.8B$0.99
2026.Q1$37.5B45.3%20.1%0.2%$7.5B−$3.5B$4.0B15.7%10.1%$76.0B$3.04114.4
italics below = DCF projection · 10yr Rev CAGR: 22.7%
2027.Q1$57.9B+54.6%18.7%2.2%$10.6B−$3.4B$7.2B12.6%$6.4B13.6%$79.4B$3.72140.2
2028.Q1$84.1B+45.3%18.8%4.2%$15.2B−$6.2B$9.0B12.2%$7.1B18.4%$85.6B$5.3497.7
2029.Q1$114.4B+36.0%21.2%6.2%$22.8B−$12.9B$9.9B11.8%$7.0B24.8%$98.4B$8.0065.2
2030.Q1$152.4B+33.2%22.6%8.2%$31.6B−$9.6B$22.1B11.4%$14.0B30.6%$108.0B$11.1246.9
2031.Q1$181.1B+18.8%22.6%10.1%$36.8B−$8.3B$28.4B11.0%$16.3B32.8%$116.3B$12.9240.4
Term. Yr+$302.2B4.1%45.7%20.0%$110.5B−$19.2B$91.3B8.6%$727.7B23.6%
Active scenario IV: $568 (+8.9% vs market)