Mulya.ai
Ticker
COIN
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?14.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?2.273
Beta (levered) ?2.212
Terminal OM% ?38.7%
Segment conc. ?48% 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

COIN · Coinbase Global, Inc.

$149.062026-07-21
Sector: Financial Services; Industry: Financial - Data & Stock Exchanges; Sub-Industry: Financial Exchanges & Data

Intrinsic Value Range Comparison · Mulya.ai

Bull
$165
+10.8% vs market
Base · active
$142
-4.6% vs market
Bear
$78
-47.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $78
Base $142
Market $149
Bull $165
Median $230
Market Price $149
Mulya.ai Base $142
Analysts Median $230
Mulya.ai IV range ($78 · $165)
Analysts Range ($107 · $440)
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$3.1B-5.2%11.5%−$143MM−$347MM−$490MM15.7%-2.7%$5.3B$0.36
2024.Q4$3.1B0.0%-5.2%12.4%−$142MM−$140MM−$282MM17.3%-2.7%$5.3B$0.36
2025.Q1$6.6B111.2%35.1%7.5%$2.1B−$789MM$1.3B16.9%42.2%$4.8B$9.74
2025.Q4$6.6B0.0%35.1%17.2%$1.9B−$585MM$1.3B18.1%24.9%$10.5B$9.74
2026.Q1$5.8B-11.5%0.4%17.9%$21MM$398MM$419MM18.2%0.2%$10.6B$3.021566.0
italics below = DCF projection · 10yr Rev CAGR: 9.9%
2027.Q1$6.5B+11.1%0.4%18.1%$23MM−$203MM−$180MM14.3%−$158MM0.2%$10.8B$0.091656.2
2028.Q1$7.9B+23.1%4.3%18.3%$277MM−$506MM−$229MM13.7%−$176MM2.5%$11.3B$1.05142.0
2029.Q1$8.9B+12.3%8.1%18.5%$588MM−$358MM$231MM13.2%$157MM5.1%$11.6B$2.2267.1
2030.Q1$9.9B+11.1%11.9%18.7%$961MM−$396MM$565MM12.6%$341MM8.1%$12.0B$3.6341.1
2031.Q1$10.9B+9.9%15.8%18.9%$1.4B−$433MM$959MM12.0%$517MM11.4%$12.5B$5.2628.3
Term. Yr+$15.5B4.1%38.7%20.0%$4.8B−$834MM$4.0B8.6%$29.1B23.6%
Active scenario IV: $142 (-4.6% vs market)