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 ?12.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.852
Beta (levered) ?2.098
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 · 2026-07-21

HOOD · Robinhood Markets, Inc.

$98.692026-07-21
Sector: Financial Services; Industry: Financial - Capital Markets; Sub-Industry: Investment Banking & Brokerage

Intrinsic Value Range Comparison · Mulya.ai

Bull
$35
-64.7% vs market
Base · active
$3
-97.1% vs market
Bear
$0
-100.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $0
Base $3
Bull $35
Market $99
Median $110
Market Price $99
Mulya.ai Base $3
Analysts Median $110
Mulya.ai IV range ($0 · $35)
Analysts Range ($82 · $135)
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$1.9B-28.7%8.0%−$493MM−$903MM−$1.4B13.7%-27.3%$1.8B$-0.59
2024.Q4$1.9B0.0%-28.7%0.0%−$711MM$27MM−$684MM15.0%-21.1%$4.9B$-0.59
2025.Q1$3.0B58.2%35.7%0.0%$1.3B−$772MM$544MM14.3%24.5%$5.8B$1.54
2025.Q4$3.0B0.0%35.7%10.7%$942MM−$453MM$489MM15.5%8.4%$16.5B$1.54
2026.Q1$4.6B56.3%46.3%11.9%$1.9B$134MM$2.0B13.8%13.9%$10.5B$2.0742.3
italics below = DCF projection · 10yr Rev CAGR: 10.1%
2027.Q1$5.3B+14.9%-21.6%12.7%−$997MM−$248MM−$1.2B12.0%−$1.1B-9.4%$10.8B$-1.09
2028.Q1$6.5B+21.9%-23.1%13.5%−$1.3B−$454MM−$1.7B11.7%−$1.4B-11.7%$11.2B$-1.41
2029.Q1$7.6B+17.2%-23.1%14.3%−$1.5B−$477MM−$2.0B11.3%−$1.4B-13.1%$11.7B$-1.64
2030.Q1$8.3B+9.8%-23.0%15.1%−$1.6B−$349MM−$2.0B11.0%−$1.3B-13.6%$12.0B$-1.77
2031.Q1$9.0B+8.8%-23.0%15.9%−$1.7B−$386MM−$2.1B10.6%−$1.2B-14.3%$12.4B$-1.91
Term. Yr+$12.6B4.1%25.9%20.0%$2.6B−$1.2B$1.4B8.6%$11.2B8.6%
Active scenario IV: $3 (-97.1% vs market)