Mulya.ai
Ticker
DXCM
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.219
Beta (levered) ?1.263
Terminal OM% ?20.7%
Segment conc. ?diversified
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 20.7%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

DXCM · DexCom, Inc.

$70.142026-07-21
Sector: Healthcare; Industry: Medical - Devices; Sub-Industry: Health Care Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$63
-10.2% vs market
Base · active
$60
-13.9% vs market
Bear
$47
-32.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $47
Base $60
Bull $63
Market $70
Median $86
Market Price $70
Mulya.ai Base $60
Analysts Median $86
Mulya.ai IV range ($47 · $63)
Analysts Range ($64 · $95)
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$3.6B19.2%17.9%$572MM−$197MM$375MM9.9%17.7%$3.2B$1.38
2024.Q4$3.6B0.0%19.2%18.7%$566MM−$178MM$388MM11.2%17.1%$3.4B$1.38
2025.Q1$4.0B11.3%17.3%26.8%$512MM−$233MM$280MM10.5%14.7%$3.6B$1.46
2025.Q4$4.0B0.0%17.3%23.2%$538MM−$168MM$370MM11.4%15.0%$3.6B$1.46
2026.Q1$4.8B19.5%25.0%22.7%$931MM−$17MM$915MM10.5%26.5%$3.5B$2.3622.9
italics below = DCF projection · 10yr Rev CAGR: 9.5%
2027.Q1$5.4B+11.6%29.2%22.4%$1.2B−$418MM$798MM9.4%$730MM33.0%$3.9B$2.2730.9
2028.Q1$6.0B+11.5%27.5%22.2%$1.3B−$480MM$803MM9.4%$671MM31.0%$4.4B$2.4628.5
2029.Q1$6.7B+12.0%25.8%21.9%$1.4B−$575MM$778MM9.3%$595MM29.0%$4.9B$2.6626.4
2030.Q1$7.5B+12.3%24.1%21.6%$1.4B−$689MM$736MM9.2%$515MM26.9%$5.6B$2.8924.3
2031.Q1$8.4B+11.8%20.7%21.4%$1.4B−$771MM$603MM9.1%$387MM22.8%$6.4B$3.0023.4
Term. Yr+$12.4B4.1%20.7%20.0%$2.1B−$408MM$1.6B8.6%$15.4B20.7%
Active scenario IV: $60 (-13.9% vs market)