Mulya.ai
Ticker
FFIV
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?8.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.994
Beta (levered) ?1.007
Terminal OM% ?26.4%
Segment conc. ?51% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

FFIV · F5, Inc.

$303.352026-05-17
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Communications Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$271
-10.7% vs market
Base · active
$243
-20.0% vs market
Bear
$242
-20.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $242
Base $243
Bull $271
Market $303
Median $345
Market Price $303
Mulya.ai Base $243
Analysts Median $345
Mulya.ai IV range ($242 · $271)
Analysts Range ($295 · $352)
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
2022.Q1$2.6B17.5%11.7%$403MM−$614MM−$211MM6.1%10.8%$3.7B$5.69
2023.Q1$2.7B3.6%17.3%18.6%$381MM−$182MM$199MM8.2%10.1%$3.8B$5.54
2024.Q1$2.8B4.4%19.5%18.3%$447MM−$185MM$262MM8.1%11.6%$3.9B$6.79
2025.Q1$2.8B0.1%27.1%18.5%$621MM−$123MM$499MM9.2%16.2%$3.8B$9.74
2026.Q1$3.1B11.6%28.5%14.1%$771MM−$339MM$432MM8.8%19.3%$4.2B$12.1419.7
italics below = DCF projection · 10yr Rev CAGR: 4.5%
2027.Q1$3.3B+4.9%33.1%14.7%$930MM−$210MM$720MM8.6%$663MM21.7%$4.4B$11.9225.4
2028.Q1$3.5B+4.8%31.7%15.3%$929MM−$222MM$707MM8.6%$600MM20.6%$4.6B$12.2224.8
2029.Q1$3.6B+4.7%30.4%15.9%$926MM−$233MM$692MM8.6%$541MM19.6%$4.8B$12.5224.2
2030.Q1$3.8B+4.6%29.1%16.5%$920MM−$246MM$674MM8.6%$485MM18.5%$5.1B$12.8023.7
2031.Q1$4.0B+4.5%26.4%17.1%$867MM−$258MM$608MM8.6%$403MM16.6%$5.4B$12.8723.6
Term. Yr+$5.1B4.1%26.4%20.0%$1.1B−$336MM$738MM8.6%$7.2B13.1%
Active scenario IV: $243 (-20.0% vs market)