Mulya.ai
Ticker
APD
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.747
Beta (levered) ?0.915
Terminal OM% ?16.5%
Segment conc. ?51% 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

APD · Air Products and Chemicals, Inc.

$277.792026-07-21
Sector: Basic Materials; Industry: Chemicals - Specialty; Sub-Industry: Industrial Gases

Intrinsic Value Range Comparison · Mulya.ai

Bull
$2
-99.1% vs market
Base · active
$0
-109.9% vs market
Bear
$0
-100.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-1
Base $-27
Bull $2
Market $278
Median $320
Market Price $278
Mulya.ai Base $-27
Analysts Median $320
Mulya.ai IV range ($-1 · $2)
Analysts Range ($285 · $360)
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.Q2$12.6B19.8%18.3%$2.0B−$4.6B−$2.6B7.3%7.9%$25.9B$10.32
2025.Q1$12.1B-4.0%36.9%19.6%$3.6B−$3.8B−$236MM8.2%13.0%$29.2B$17.17
2025.Q2$12.1B0.0%36.9%16.5%$3.7B−$5.0B−$1.2B7.8%12.8%$29.0B$17.17
2026.Q1$12.0B-0.5%-7.3%19.9%−$703MM−$5.7B−$6.4B9.1%-2.3%$31.9B$-1.77
2026.Q2$12.5B3.5%18.4%21.4%$1.8B−$2.0B−$156MM7.5%5.6%$32.5B$9.4527.0
italics below = DCF projection · 10yr Rev CAGR: 6.7%
2027.Q2$13.2B+5.6%22.5%21.3%$2.3B−$3.1B−$769MM7.5%−$715MM6.8%$35.6B$10.4526.6
2028.Q2$13.9B+5.8%22.9%21.1%$2.5B−$2.7B−$212MM7.7%−$183MM6.8%$38.3B$11.2824.6
2029.Q2$15.3B+9.9%23.8%21.0%$2.9B−$4.2B−$1.3B7.8%−$1.1B7.1%$42.5B$12.8921.6
2030.Q2$16.7B+9.1%23.8%20.9%$3.1B−$5.9B−$2.7B7.9%−$2.0B6.9%$48.3B$14.1319.7
2031.Q2$18.1B+8.3%23.8%20.7%$3.4B−$5.5B−$2.1B8.0%−$1.4B6.7%$53.8B$15.3218.1
Term. Yr+$24.9B4.1%16.5%20.0%$3.3B−$1.6B$1.7B8.6%$17.6B8.6%
Active scenario IV: $0 (-109.9% vs market)