Mulya.ai
Ticker
KLAC
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.356
Beta (levered) ?1.377
Terminal OM% ?33.7%
Segment conc. ?51% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

KLAC · KLA Corporation

$248.642026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductor Materials & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$97
-61.0% vs market
Base · active
$97
-61.0% vs market
Bear
$50
-79.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $50
Base $97
Bull $97
Median $195
Market $249
Market Price $249
Mulya.ai Base $97
Analysts Median $195
Mulya.ai IV range ($50 · $97)
Analysts Range ($145 · $305)
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.Q3$10.5B40.3%13.6%$3.7B−$230MM$3.4B10.5%39.4%$9.3B$2.57
2025.Q2$9.8B-6.5%39.2%13.2%$3.3B−$570MM$2.8B11.3%35.6%$9.5B$2.10
2025.Q3$9.8B0.0%39.2%13.3%$3.3B−$796MM$2.5B11.2%34.9%$9.7B$2.10
2026.Q2$12.2B23.9%43.6%12.9%$4.6B−$654MM$4.0B10.9%46.2%$10.4B$3.08
2026.Q3$13.1B7.7%44.1%13.3%$5.0B−$1.2B$3.8B11.0%47.4%$10.8B$3.5556.7
italics below = DCF projection · 10yr Rev CAGR: 11.7%
2027.Q3$16.5B+26.0%44.0%13.9%$6.2B−$2.9B$3.4B10.0%$3.1B51.0%$13.7B$4.4855.5
2028.Q3$19.3B+16.8%44.0%14.6%$7.2B−$2.4B$4.8B9.9%$4.0B48.6%$16.1B$5.1947.9
2029.Q3$21.6B+11.9%44.0%15.3%$8.0B−$2.1B$6.0B9.7%$4.5B46.9%$18.2B$5.7743.1
2030.Q3$24.3B+12.8%44.0%16.0%$9.0B−$2.6B$6.4B9.6%$4.4B46.3%$20.7B$6.4538.5
2031.Q3$27.5B+13.1%44.0%16.6%$10.1B−$3.0B$7.1B9.5%$4.4B45.4%$23.8B$7.2434.3
Term. Yr+$41.4B4.1%33.7%20.0%$11.2B−$1.9B$9.2B8.6%$83.5B23.6%
Active scenario IV: $97 (-61.0% vs market)