Mulya.ai
Ticker
NVDA
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?12.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.842
Beta (levered) ?1.845
Terminal OM% ?56.1%
Segment conc. ?90% 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

NVDA · NVIDIA Corporation

$192.532026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$874
+354.2% vs market
Base · active
$392
+103.8% vs market
Bear
$85
-56.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $85
Market $193
Median $300
Base $392
Bull $874
Market Price $193
Mulya.ai Base $392
Analysts Median $300
Mulya.ai IV range ($85 · $874)
Analysts Range ($218 · $500)
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
2025.Q1$60.9B57.4%12.9%$30.5B−$7.9B$22.6B14.4%64.5%$47.3B$1.22
2025.Q4$60.9B0.0%57.4%13.3%$30.3B−$16.4B$13.9B15.0%54.3%$64.5B$1.22
2026.Q1$130.5B114.2%66.2%13.4%$74.8B−$11.8B$63.0B14.5%112.9%$68.1B$2.99
2026.Q4$130.5B0.0%66.2%15.1%$73.3B−$27.6B$45.8B14.6%73.0%$132.7B$2.99
2027.Q1$253.5B94.3%67.9%15.7%$145.0B−$45.7B$99.3B13.9%97.2%$165.6B$6.5427.3
italics below = DCF projection · 10yr Rev CAGR: 23.9%
2028.Q1$455.4B+79.6%64.7%16.2%$247.1B−$33.1B$214.0B12.0%$191.1B135.7%$198.7B$9.5520.2
2029.Q1$603.5B+32.5%61.9%16.6%$311.5B−$32.4B$279.2B11.7%$223.2B145.0%$231.0B$12.0416.0
2030.Q1$714.5B+18.4%54.1%17.0%$320.9B−$36.3B$284.5B11.3%$204.3B128.8%$267.4B$12.4015.5
2031.Q1$862.4B+20.7%49.7%17.4%$353.7B−$35.8B$317.9B11.0%$205.7B124.0%$303.2B$13.6714.1
2032.Q1$1119.4B+29.8%49.7%17.9%$456.8B−$69.5B$387.3B10.7%$226.5B135.2%$372.7B$17.6510.9
Term. Yr+$2258.6B4.1%56.1%20.0%$1013.7B−$176.1B$837.6B8.6%$6875.8B23.6%
Active scenario IV: $392 (+103.8% vs market)