Mulya.ai
Ticker
AXON
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.087
Beta (levered) ?1.144
Terminal OM% ?92.6%
Segment conc. ?61% dominant
Terminal growth ?4.1%
Bond rating ?D · 15.00%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AXON · Axon Enterprise, Inc.

$464.832026-07-21
Sector: Industrials; Industry: Aerospace & Defense; Sub-Industry: Aerospace & Defense

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$1687
+263.0% vs market
Base · active
$1009
+117.1% vs market
Bear
$607
+30.7% vs market
Mulya.ai vs Analyst IV Comparison?
Market $465
Bear $607
Median $674
Base $1009
Bull $1687
Market Price $465
Mulya.ai Base $1009
Analysts Median $674
Mulya.ai IV range ($607 · $1687)
Analysts Range ($440 · $820)
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$1.6B99.5%6.1%$1.5B−$583MM$876MM10.1%69.8%$2.1B$2.13
2024.Q4$1.6B0.0%99.5%1.2%$1.5B−$739MM$796MM11.1%56.3%$3.4B$2.13
2025.Q1$2.1B33.4%27.4%0.0%$584MM−$530MM$54MM10.7%17.9%$3.2B$4.57
2025.Q4$2.1B0.0%27.4%0.0%$790MM−$970MM−$180MM11.4%20.9%$4.4B$4.57
2026.Q1$3.0B43.3%14.4%0.0%$488MM−$1.8B−$1.3B11.3%9.3%$6.0B$2.5089.1
italics below = DCF projection · 10yr Rev CAGR: 11.1%
2027.Q1$4.0B+33.2%140.5%2.0%$5.5B−$1.4B$4.1B9.6%$3.7B81.5%$7.4B$0.70664.0
2028.Q1$5.1B+29.0%130.9%4.0%$6.4B−$1.8B$4.7B9.5%$3.9B77.7%$9.2B$1.84252.6
2029.Q1$5.8B+13.2%121.4%6.0%$6.6B−$1.2B$5.4B9.4%$4.1B67.7%$10.4B$3.10149.9
2030.Q1$6.3B+8.2%111.8%8.0%$6.5B−$719MM$5.7B9.3%$4.0B60.2%$11.1B$4.41105.4
2031.Q1$6.7B+6.3%92.6%10.0%$5.6B−$623MM$4.9B9.2%$3.2B48.8%$11.7B$6.9367.1
Term. Yr+$8.9B4.1%92.6%20.0%$6.6B−$1.1B$5.4B8.6%$50.4B23.6%
Active scenario IV: $1009 (+117.1% vs market)