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 ?11.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.725
Beta (levered) ?1.893
Terminal OM% ?32.3%
Segment conc. ?97% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

MCHP · Microchip Technology Incorporated

$87.932026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$54
-38.7% vs market
Base · active
$47
-46.8% vs market
Bear
$15
-82.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $15
Base $47
Bull $54
Market $88
Median $105
Market Price $88
Mulya.ai Base $47
Analysts Median $105
Mulya.ai IV range ($15 · $54)
Analysts Range ($85 · $135)
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.Q4$7.6B51.2%19.4%$3.2B$259MM$3.4B11.4%20.3%$15.6B$3.48
2025.Q3$4.4B-42.3%10.2%24.1%$342MM$426MM$768MM11.1%2.2%$15.1B$0.00
2025.Q4$4.4B0.0%10.2%45.0%$248MM$493MM$741MM12.4%1.7%$14.8B$0.00
2026.Q3$4.7B7.1%15.8%0.0%$874MM$419MM$1.3B12.0%5.9%$14.9B$0.37
2026.Q4$4.7B0.0%15.8%15.9%$627MM$175MM$802MM12.2%4.2%$14.9B$0.3764.6
italics below = DCF projection · 10yr Rev CAGR: 8.5%
2027.Q4$6.2B+31.1%24.1%16.3%$1.2B−$308MM$937MM11.6%$840MM8.3%$15.2B$0.9889.7
2028.Q4$7.1B+15.5%25.7%16.7%$1.5B−$293MM$1.2B11.3%$995MM10.0%$15.5B$1.3664.7
2029.Q4$7.7B+8.0%27.4%17.1%$1.7B−$319MM$1.4B11.0%$1.0B11.2%$15.8B$1.7251.1
2030.Q4$8.2B+5.9%29.0%17.5%$2.0B$0MM$2.0B10.7%$1.3B12.3%$15.8B$2.0842.3
2031.Q4$8.6B+5.1%32.3%17.9%$2.3B$0MM$2.3B10.4%$1.3B14.4%$15.8B$2.7332.2
Term. Yr+$11.1B4.1%32.3%20.0%$2.9B−$899MM$2.0B8.6%$16.5B13.1%
Active scenario IV: $47 (-46.8% vs market)