Mulya.ai
Ticker
KDP
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?5.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.303
Beta (levered) ?0.413
Terminal OM% ?25.1%
Segment conc. ?70% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 4 · 21.0%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

KDP · Keurig Dr Pepper Inc.

$25.312026-05-17
Sector: Consumer Defensive; Industry: Beverages - Non-Alcoholic; Sub-Industry: Soft Drinks & Non-alcoholic Beverages

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$109
+329.9% vs market
Base · active
$98
+285.2% vs market
Bear
$19
-23.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $19
Market $25
Median $34
Base $98
Bull $109
Market Price $25
Mulya.ai Base $98
Analysts Median $34
Mulya.ai IV range ($19 · $109)
Analysts Range ($30 · $38)
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$12.7B22.8%23.3%$2.2B$723MM$2.9B3.3%6.1%$36.4B$1.57
2022.Q4$14.1B10.8%18.5%16.5%$2.2B−$825MM$1.4B5.3%5.9%$36.8B$1.05
2023.Q4$14.8B5.4%21.5%20.9%$2.5B−$1.8B$708MM5.1%6.7%$38.8B$1.60
2024.Q4$15.4B3.6%16.9%24.7%$2.0B−$1.5B$472MM5.8%5.0%$39.5B$1.06
2025.Q4$16.6B8.2%22.0%22.6%$2.8B−$1.0B$1.8B5.5%7.1%$40.6B$1.539.4
italics below = DCF projection · 10yr Rev CAGR: 13%
2026.Q4$26.2B+58.0%22.2%22.4%$4.5B−$1.6B$2.9B6.0%$2.7B10.9%$42.2B$3.317.6
2027.Q4$29.9B+13.8%21.6%22.1%$5.0B−$666MM$4.3B6.3%$3.9B11.8%$42.9B$3.686.9
2028.Q4$33.6B+12.6%21.6%21.8%$5.7B−$772MM$4.9B6.5%$4.1B13.1%$43.7B$4.166.1
2029.Q4$37.4B+11.4%21.6%21.6%$6.3B−$890MM$5.4B6.8%$4.2B14.3%$44.6B$4.645.5
2030.Q4$41.2B+10.2%21.6%21.3%$7.0B−$1.0B$6.0B7.0%$4.4B15.5%$45.6B$5.134.9
Term. Yr+$58.8B4.1%25.1%20.0%$11.8B−$2.3B$9.5B8.6%$106.0B21.0%
Active scenario IV: $98 (+285.2% vs market)