Mulya.ai
Ticker
NKE
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.319
Beta (levered) ?1.495
Terminal OM% ?10.0%
Segment conc. ?67% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

NKE · NIKE, Inc.

$44.192026-05-17
Sector: Consumer Cyclical; Industry: Apparel - Footwear & Accessories; Sub-Industry: Apparel, Accessories & Luxury Goods

Intrinsic Value Range Comparison · Mulya.ai

Bull
$60
+35.1% vs market
Base · active
$34
-22.8% vs market
Bear
$20
-54.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $20
Base $34
Market $44
Bull $60
Median $74
Market Price $44
Mulya.ai Base $34
Analysts Median $74
Mulya.ai IV range ($20 · $60)
Analysts Range ($62 · $110)
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$44.5B15.6%14.2%$6.0B−$1.0B$4.9B7.6%53.1%$11.2B$3.87
2023.Q3$46.7B4.9%14.3%13.4%$5.8B−$1.6B$4.2B9.6%46.6%$13.6B$4.08
2024.Q3$51.2B9.6%11.5%15.9%$5.0B$426MM$5.4B9.4%37.3%$13.1B$3.42
2025.Q3$51.4B0.3%12.3%14.8%$5.4B$626MM$6.0B10.7%41.2%$13.0B$3.85
2026.Q3$46.5B-9.4%6.0%22.1%$2.2B−$34MM$2.2B10.2%14.4%$17.2B$1.5223.3
italics below = DCF projection · 10yr Rev CAGR: 5.2%
2027.Q3$48.0B+3.3%6.0%21.9%$2.3B$0MM$2.3B9.8%$2.1B13.2%$17.2B$1.5328.9
2028.Q3$50.2B+4.5%6.8%21.7%$2.7B$0MM$2.7B9.7%$2.2B15.6%$17.2B$1.8124.4
2029.Q3$54.0B+7.5%7.6%21.5%$3.2B$0MM$3.2B9.6%$2.4B18.7%$17.2B$2.1820.3
2030.Q3$57.5B+6.6%8.4%21.3%$3.8B$0MM$3.8B9.5%$2.6B22.1%$17.2B$2.5617.3
2031.Q3$61.0B+6.1%9.9%21.1%$4.8B$0MM$4.8B9.3%$3.0B27.8%$17.2B$3.2413.6
Term. Yr+$80.6B4.1%9.9%20.0%$6.4B−$2.0B$4.4B8.6%$40.4B13.1%
Active scenario IV: $34 (-22.8% vs market)