Mulya.ai
Ticker
FTNT
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?8.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.040
Beta (levered) ?1.054
Terminal OM% ?26.0%
Segment conc. ?39% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

FTNT · Fortinet, Inc.

$82.532026-05-17
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$68
-17.2% vs market
Base · active
$61
-25.9% vs market
Bear
$50
-39.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $50
Base $61
Bull $68
Market $83
Median $88
Market Price $83
Mulya.ai Base $61
Analysts Median $88
Mulya.ai IV range ($50 · $68)
Analysts Range ($70 · $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
2021.Q4$3.3B22.8%2.3%$746MM−$232MM$514MM7.7%263.5%$283MM$0.81
2022.Q4$4.4B32.2%25.8%3.5%$1.1B−$202MM$897MM8.6%0.0%−$1.5B$1.15
2023.Q4$5.3B20.1%27.5%11.1%$1.3B−$246MM$1.0B8.4%0.0%−$1.9B$1.53
2024.Q4$6.0B12.3%35.5%14.0%$1.8B−$870MM$950MM9.0%0.0%$221MM$2.33
2025.Q4$6.8B14.2%35.9%19.2%$2.0B−$523MM$1.5B9.0%429.9%$698MM$2.4825.3
italics below = DCF projection · 10yr Rev CAGR: 8.4%
2026.Q4$7.6B+11.7%42.2%19.2%$2.6B−$718MM$1.9B8.7%$1.7B244.9%$1.4B$2.5132.9
2027.Q4$8.4B+10.4%39.0%19.3%$2.6B−$199MM$2.4B8.7%$2.1B174.0%$1.6B$2.6231.5
2028.Q4$9.2B+9.2%35.7%19.4%$2.6B−$112MM$2.5B8.7%$2.0B157.8%$1.7B$2.6930.7
2029.Q4$11.1B+21.4%32.5%19.5%$2.9B−$1.3B$1.6B8.7%$1.1B121.9%$3.0B$3.0627.0
2030.Q4$11.9B+6.8%26.0%19.6%$2.5B−$483MM$2.0B8.7%$1.3B75.6%$3.5B$2.8329.2
Term. Yr+$15.9B4.1%26.0%20.0%$3.3B−$575MM$2.7B8.6%$26.5B23.6%
Active scenario IV: $61 (-25.9% vs market)