Mulya.ai
Ticker
GOOG
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.237
Beta (levered) ?1.256
Terminal OM% ?37.4%
Segment conc. ?56% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 21.7%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

GOOG · Alphabet Inc.

$334.692026-07-21
Sector: Communication Services; Industry: Internet Content & Information; Sub-Industry: Interactive Media & Services

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$352
+5.2% vs market
Base · active
$350
+4.5% vs market
Bear
$180
-46.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $180
Market $335
Base $350
Bull $352
Median $400
Market Price $335
Mulya.ai Base $350
Analysts Median $400
Mulya.ai IV range ($180 · $352)
Analysts Range ($345 · $450)
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$307.4B32.0%14.0%$84.6B−$51.2B$33.4B9.4%26.7%$316.6B$6.03
2024.Q4$307.4B0.0%32.0%16.4%$82.3B−$65.8B$16.4B9.3%24.3%$360.2B$6.03
2025.Q1$350.0B13.9%37.5%16.7%$109.3B−$67.0B$42.3B10.1%29.2%$388.9B$8.18
2025.Q4$350.0B0.0%37.5%16.8%$109.2B−$73.1B$36.2B9.3%25.3%$474.8B$8.18
2026.Q1$422.6B20.7%38.2%17.6%$133.0B−$132.2B$718MM9.7%25.0%$586.8B$13.0925.4
italics below = DCF projection · 10yr Rev CAGR: 12.5%
2027.Q1$511.9B+21.1%37.7%17.9%$158.5B−$181.4B−$22.9B9.5%−$21.0B23.4%$768.2B$11.0930.2
2028.Q1$607.4B+18.6%37.7%18.1%$187.5B−$167.9B$19.6B9.4%$16.3B22.0%$936.2B$13.1225.5
2029.Q1$709.5B+16.8%37.7%18.3%$218.3B−$158.4B$59.9B9.3%$45.7B21.5%$1094.6B$15.2821.9
2030.Q1$818.9B+15.4%37.7%18.6%$251.3B−$131.8B$119.5B9.3%$83.4B21.6%$1226.4B$17.5819.0
2031.Q1$934.6B+14.1%37.7%18.8%$286.0B−$142.0B$144.0B9.2%$92.1B22.0%$1368.4B$20.0116.7
Term. Yr+$1434.4B4.1%37.4%20.0%$429.5B−$81.2B$348.3B8.6%$3234.7B21.7%
Active scenario IV: $350 (+4.5% vs market)