Mulya.ai
Ticker
HOOD
Scenario
Key Inputs
Revenue est.?Analysttaper yr5
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?12.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.910
Beta (levered) ?2.329
Terminal OM% ?25.9%
Segment conc. ?89% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

HOOD · Robinhood Markets, Inc.

$68.902026-05-17
Sector: Financial Services; Industry: Financial - Capital Markets; Sub-Industry: Investment Banking & Brokerage

Intrinsic Value Range Comparison · Mulya.ai

Bull
$34
-51.3% vs market
Base · active
$0
-103.4% vs market
Bear
$0
-107.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-5
Base $-2
Bull $34
Market $69
Median $125
Market Price $69
Mulya.ai Base $-2
Analysts Median $125
Mulya.ai IV range ($-5 · $34)
Analysts Range ($100 · $170)
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$1.8B-90.4%0.0%−$1.6B−$1.1B−$2.7B16.1%-57.5%$2.9B$-4.02
2022.Q4$1.4B-25.2%-71.1%0.0%−$967MM−$635MM−$1.6B15.2%-51.0%$937MM$-1.12
2023.Q4$1.9B37.3%-28.5%0.0%−$539MM$686MM$147MM14.5%-39.4%$1.8B$-0.59
2024.Q4$3.0B58.2%35.8%0.0%$1.4B$27MM$1.4B15.0%41.6%$4.9B$1.54
2025.Q4$4.5B51.6%46.9%10.7%$1.9B−$453MM$1.4B15.5%17.5%$16.5B$2.0530.2
italics below = DCF projection · 10yr Rev CAGR: 9.3%
2026.Q4$5.5B+22.0%-21.4%11.6%−$1.0B−$9MM−$1.0B12.2%−$928MM-6.3%$16.5B$-1.13
2027.Q4$6.5B+18.3%-21.3%12.5%−$1.2B−$10MM−$1.2B11.8%−$967MM-7.3%$16.5B$-1.31
2028.Q4$7.6B+18.4%-20.7%13.5%−$1.4B−$13MM−$1.4B11.5%−$985MM-8.3%$16.5B$-1.49
2029.Q4$8.1B+6.2%-22.4%14.4%−$1.6B−$6MM−$1.6B11.1%−$1.0B-9.4%$16.6B$-1.70
2030.Q4$8.6B+5.8%-22.4%15.3%−$1.6B−$7MM−$1.6B10.8%−$951MM-9.9%$16.6B$-1.78
Term. Yr+$11.3B4.1%25.9%20.0%$2.3B−$1.1B$1.2B8.6%$10.0B8.6%
Active scenario IV: $0 (-103.4% vs market)