Mulya.ai
Ticker
MCHP
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.447
Beta (levered) ?1.705
Terminal OM% ?42.0%
Segment conc. ?97% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 6.00%
ROIC option ?Opt 4 · 16.8%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

MCHP · Microchip Technology Incorporated

$65.602026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$62
-5.6% vs market
Base · active
$55
-15.7% vs market
Bear
$1
-99.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $1
Base $55
Bull $62
Market $66
Median $90
Market Price $66
Mulya.ai Base $55
Analysts Median $90
Mulya.ai IV range ($1 · $62)
Analysts Range ($69 · $100)
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
2022.Q3$5.4B36.4%16.0%$1.7B$719MM$2.4B8.1%10.4%$16.0B$0.64
2023.Q3$6.8B25.4%53.8%19.9%$2.9B$517MM$3.5B9.9%18.5%$15.8B$2.36
2024.Q3$8.4B23.7%73.2%20.6%$4.9B−$15MM$4.9B9.8%30.8%$16.0B$4.10
2025.Q3$7.6B-9.5%66.8%24.1%$3.9B$461MM$4.3B11.1%24.4%$15.7B$3.50
2026.Q3$4.4B-42.7%8.1%0.0%$415MM$495MM$910MM12.0%2.7%$14.8B$-0.18101.0
italics below = DCF projection · 10yr Rev CAGR: 8.5%
2027.Q3$5.5B+25.3%16.1%2.0%$862MM−$421MM$441MM11.3%$396MM5.7%$15.2B$0.40164.0
2028.Q3$6.5B+19.3%21.3%4.0%$1.3B−$572MM$762MM11.0%$617MM8.6%$15.8B$0.8676.3
2029.Q3$7.1B+8.6%26.5%6.0%$1.8B−$525MM$1.2B10.7%$907MM11.0%$16.3B$1.3449.0
2030.Q3$7.5B+6.2%31.6%8.0%$2.2B$0MM$2.2B10.5%$1.5B13.4%$16.3B$1.8236.0
2031.Q3$7.9B+5.2%42.0%10.0%$3.0B$0MM$3.0B10.2%$1.8B18.4%$16.3B$2.7723.7
Term. Yr+$10.3B4.1%42.0%20.0%$3.5B−$845MM$2.6B8.6%$22.3B16.8%
Active scenario IV: $55 (-15.7% vs market)