Mulya.ai
Ticker
O
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.734
Beta (levered) ?1.094
Terminal OM% ?34.9%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?B · 4.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

O · Realty Income Corporation

$63.122026-07-21
Sector: Real Estate; Industry: REIT - Retail; Sub-Industry: Retail REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-141.7% vs market
Base · active
$0
-121.7% vs market
Bear
$0
-119.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-12
Base $-14
Bull $-26
Market $63
Median $69
Market Price $63
Mulya.ai Base $-14
Analysts Median $69
Mulya.ai IV range ($-12 · $-26)
Analysts Range ($66 · $69)
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$4.1B42.2%6.6%$1.6B$2.1B$3.7B7.9%2.5%$63.8B$0.96
2024.Q4$4.1B0.0%42.2%7.1%$1.6B$2.4B$4.0B8.0%2.5%$64.6B$0.96
2025.Q1$5.3B29.2%44.0%6.3%$2.2B$2.2B$4.4B8.4%3.3%$65.7B$0.95
2025.Q4$5.3B0.0%44.0%1.9%$2.3B$3.0B$5.2B8.0%3.4%$69.7B$0.95
2026.Q1$5.9B12.3%29.3%2.6%$1.7B$2.5B$4.2B8.8%2.4%$68.4B$1.2433.0
italics below = DCF projection · 10yr Rev CAGR: 5.6%
2027.Q1$5.8B+-1.4%30.7%4.4%$1.7B$0MM$1.7B8.7%$1.6B2.5%$68.4B$1.9033.2
2028.Q1$6.2B+7.0%31.7%6.1%$1.9B−$522MM$1.3B8.7%$1.1B2.7%$68.9B$2.0530.8
2029.Q1$6.8B+8.5%31.4%7.8%$2.0B−$1.2B$747MM8.7%$582MM2.8%$70.1B$2.1729.1
2030.Q1$7.3B+7.8%31.4%9.6%$2.1B−$4.1B−$2.1B8.7%−$1.5B2.9%$74.3B$2.2927.6
2031.Q1$7.8B+7.2%31.4%11.3%$2.2B−$3.5B−$1.3B8.7%−$839MM2.9%$77.7B$2.4126.2
Term. Yr+$10.6B4.1%34.9%20.0%$3.0B−$1.4B$1.5B8.6%$15.0B8.6%
Active scenario IV: $0 (-121.7% vs market)