Mulya.ai
Ticker
AMZN
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredYes
Key Assumptions
WACC ?10.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.468
Beta (levered) ?1.516
Terminal OM% ?20.0%
Segment conc. ?38% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

AMZN · Amazon.com, Inc.

$267.222026-05-17
Sector: Consumer Cyclical; Industry: Specialty Retail; Sub-Industry: Broadline Retail

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr) · Leases factored
Bull
$230
-13.9% vs market
Base · active
$223
-16.5% vs market
Bear
$161
-39.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $161
Base $223
Bull $230
Market $267
Median $315
Market Price $267
Mulya.ai Base $223
Analysts Median $315
Mulya.ai IV range ($161 · $230)
Analysts Range ($175 · $333)
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$574.8B9.8%18.6%$45.6B−$81.8B−$36.2B10.3%10.2%$447.3B$2.80
2024.Q4$574.8B0.0%9.8%13.5%$48.5B−$117.6B−$69.1B10.6%10.3%$495.5B$2.80
2025.Q1$638.0B11.0%16.4%14.7%$89.0B−$158.1B−$69.0B11.0%16.9%$559.8B$5.45
2025.Q4$638.0B0.0%16.4%19.7%$83.8B−$185.1B−$101.4B10.7%13.9%$648.9B$5.45
2026.Q1$742.8B16.4%17.5%21.0%$102.7B−$237.3B−$134.6B10.7%14.4%$780.9B$8.3522.4
italics below = DCF projection · 10yr Rev CAGR: 10.4%
2027.Q1$849.3B+14.3%17.0%20.9%$114.4B−$269.2B−$154.8B10.3%−$140.3B12.5%$1050.2B$6.9238.6
2028.Q1$962.9B+13.4%17.8%20.8%$135.8B−$195.7B−$59.9B10.2%−$49.3B11.8%$1245.9B$8.2132.5
2029.Q1$1093.9B+13.6%19.7%20.7%$170.6B−$171.0B−$393MM10.0%−$294MM12.8%$1416.9B$10.3125.9
2030.Q1$1224.4B+11.9%21.2%20.6%$205.9B−$194.7B$11.2B9.8%$7.6B13.6%$1611.5B$12.4421.5
2031.Q1$1384.4B+13.1%21.2%20.5%$233.1B−$225.0B$8.1B9.6%$5.0B13.5%$1836.5B$14.0819.0
Term. Yr+$2084.2B4.1%20.0%20.0%$334.1B−$104.6B$229.6B8.6%$2050.0B13.1%
Active scenario IV: $223 (-16.5% vs market)