Mulya.ai
Ticker
LUV
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.156
Beta (levered) ?1.360
Terminal OM% ?6.4%
Segment conc. ?91% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

LUV · Southwest Airlines Co.

$51.912026-07-21
Sector: Industrials; Industry: Airlines, Airports & Air Services; Sub-Industry: Passenger Airlines

Intrinsic Value Range Comparison · Mulya.ai

Bull
$49
-5.0% vs market
Base · active
$49
-5.0% vs market
Bear
$30
-42.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $30
Base $49
Bull $49
Market $52
Median $52
Market Price $52
Mulya.ai Base $49
Analysts Median $52
Mulya.ai IV range ($30 · $49)
Analysts Range ($32 · $65)
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$26.1B0.9%27.1%$163MM−$1.2B−$998MM11.6%2.1%$7.9B$0.92
2024.Q4$26.1B0.0%0.9%22.4%$174MM−$2.1B−$1.9B9.6%2.1%$8.7B$0.92
2025.Q1$27.5B5.3%1.2%22.4%$249MM−$1.1B−$895MM8.9%3.0%$8.1B$0.92
2025.Q4$27.5B0.0%1.2%21.7%$251MM−$1.4B−$1.1B9.6%2.8%$10.0B$0.92
2026.Q1$28.9B5.1%3.4%21.4%$771MM−$1.9B−$1.1B9.0%8.0%$9.2B$1.6226.6
italics below = DCF projection · 10yr Rev CAGR: 9.1%
2027.Q1$33.0B+14.2%3.4%21.3%$882MM−$2.2B−$1.3B9.2%−$1.2B8.6%$11.4B$1.7529.7
2028.Q1$37.3B+13.1%4.0%21.1%$1.2B−$1.9B−$699MM9.1%−$586MM9.5%$13.3B$2.3422.2
2029.Q1$41.8B+12.0%4.6%21.0%$1.5B−$1.6B−$130MM9.1%−$100MM10.8%$14.9B$3.0117.2
2030.Q1$46.3B+10.9%5.2%20.9%$1.9B−$1.7B$193MM9.0%$136MM12.1%$16.6B$3.7813.7
2031.Q1$50.9B+9.7%6.4%20.7%$2.6B−$1.7B$874MM8.9%$566MM14.7%$18.3B$5.1110.2
Term. Yr+$72.0B4.1%6.4%20.0%$3.7B−$1.1B$2.5B8.6%$23.9B13.1%
Active scenario IV: $49 (-5.0% vs market)