Mulya.ai
Ticker
ARE
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?14.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.202
Beta (levered) ?2.766
Terminal OM% ?22.6%
Segment conc. ?97% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 9.18%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?20.0%
Pipeline validated · 2026-07-21

ARE · Alexandria Real Estate Equities, Inc.

$55.222026-07-21
Sector: Real Estate; Industry: REIT - Office; Sub-Industry: Office REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-1998.8% vs market
Base · active
$0
-239.9% vs market
Bear
$0
-232.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-73
Base $-77
Bull $-1049
Median $52
Market $55
Market Price $55
Mulya.ai Base $-77
Analysts Median $52
Mulya.ai IV range ($-73 · $-1049)
Analysts Range ($43 · $58)
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$2.8B24.3%0.0%$690MM$647MM$1.3B9.6%2.3%$29.9B$0.55
2024.Q4$2.8B0.0%24.3%0.0%$690MM$915MM$1.6B10.4%2.3%$29.6B$0.55
2025.Q1$3.0B7.3%25.2%0.0%$770MM$822MM$1.6B10.6%2.6%$30.1B$1.71
2025.Q4$3.0B0.0%25.2%0.0%$770MM$1.0B$1.8B15.2%2.7%$27.3B$1.71
2026.Q1$2.9B-5.0%-42.8%0.0%−$1.2B$1.1B−$145MM14.8%-4.5%$27.8B$-5.43
italics below = DCF projection · 10yr Rev CAGR: 2.7%
2027.Q1$2.7B+-8.4%-42.8%2.0%−$1.1B$0MM−$1.1B14.1%−$975MM-4.0%$27.8B$-5.91
2028.Q1$2.6B+-0.9%-38.7%4.0%−$977MM$0MM−$977MM13.6%−$754MM-3.5%$27.8B$-5.19
2029.Q1$2.8B+6.0%-34.6%6.0%−$907MM−$111MM−$1.0B13.0%−$695MM-3.3%$27.9B$-4.82
2030.Q1$2.9B+5.0%-30.5%8.0%−$822MM−$543MM−$1.4B12.5%−$828MM-2.9%$28.5B$-4.36
2031.Q1$3.1B+4.6%-26.4%10.0%−$728MM−$512MM−$1.2B11.9%−$673MM-2.5%$29.0B$-3.86
Term. Yr+$3.9B4.1%22.6%20.0%$712MM−$340MM$373MM8.6%$2.8B8.6%
Active scenario IV: $0 (-239.9% vs market)