Mulya.ai
Ticker
KIM
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.981
Beta (levered) ?1.439
Terminal OM% ?35.9%
Segment conc. ?76% dominant
Terminal growth ?4.1%
Bond rating ?BB · 2.75%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

KIM · Kimco Realty Corporation

$25.882026-07-21
Sector: Real Estate; Industry: REIT - Retail; Sub-Industry: Retail REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$2
-92.9% vs market
Base · active
$0
-113.9% vs market
Bear
$0
-112.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-3
Base $-4
Bull $2
Median $25
Market $26
Market Price $26
Mulya.ai Base $-4
Analysts Median $25
Mulya.ai IV range ($-3 · $2)
Analysts Range ($21 · $28)
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$1.8B35.8%22.0%$499MM$126MM$625MM8.8%2.8%$18.1B$0.97
2024.Q4$1.8B0.0%35.8%5.7%$602MM$115MM$717MM9.6%3.3%$18.4B$0.97
2025.Q1$2.0B14.2%30.9%0.0%$685MM$201MM$886MM9.7%3.7%$18.5B$0.61
2025.Q4$2.0B0.0%30.9%0.5%$626MM−$688MM−$62MM10.0%3.4%$18.4B$0.61
2026.Q1$2.2B6.1%36.1%0.4%$777MM−$632MM$145MM9.5%4.2%$18.4B$0.9222.3
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q1$2.2B+2.9%35.4%2.3%$769MM−$686MM$83MM9.3%$76MM4.1%$19.1B$1.1422.7
2028.Q1$2.3B+4.2%35.4%4.3%$785MM−$926MM−$141MM9.2%−$118MM4.0%$20.0B$1.1722.1
2029.Q1$2.5B+6.3%35.4%6.3%$818MM−$1.3B−$530MM9.2%−$407MM4.0%$21.4B$1.2121.4
2030.Q1$2.7B+8.7%35.4%8.2%$870MM−$1.2B−$354MM9.1%−$249MM4.0%$22.6B$1.2920.1
2031.Q1$2.8B+4.2%35.4%10.2%$887MM−$578MM$310MM9.0%$200MM3.9%$23.2B$1.3219.6
Term. Yr+$3.6B4.1%35.9%20.0%$1.0B−$487MM$534MM8.6%$5.0B8.6%
Active scenario IV: $0 (-113.9% vs market)