Mulya.ai
Ticker
O
Scenario
Key Inputs
Revenue est.?Analysttaper yr5
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.796
Beta (levered) ?1.210
Terminal OM% ?34.9%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

O · Realty Income Corporation

$62.212026-05-17
Sector: Real Estate; Industry: REIT - Retail; Sub-Industry: Retail REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-149.0% vs market
Base · active
$0
-121.8% vs market
Bear
$0
-122.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-14
Base $-14
Bull $-30
Market $62
Median $65
Market Price $62
Mulya.ai Base $-14
Analysts Median $65
Mulya.ai IV range ($-14 · $-30)
Analysts Range ($60 · $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
2021.Q4$2.1B45.8%8.1%$875MM$844MM$1.7B6.2%2.2%$40.2B$0.40
2022.Q4$3.3B60.7%39.1%4.9%$1.2B$1.5B$2.8B7.6%2.9%$46.7B$0.96
2023.Q4$4.1B22.0%42.2%5.6%$1.6B$2.0B$3.6B7.3%3.2%$54.2B$0.96
2024.Q4$5.3B29.2%44.0%7.1%$2.2B$2.4B$4.6B8.0%3.6%$64.6B$0.95
2025.Q4$5.7B9.1%28.3%1.9%$1.6B$3.0B$4.6B8.0%2.4%$69.7B$1.1734.6
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2026.Q4$5.7B+-0.4%30.7%3.7%$1.7B$0MM$1.7B7.9%$1.6B2.4%$69.7B$1.8733.3
2027.Q4$6.0B+5.4%30.7%5.5%$1.8B−$401MM$1.4B8.0%$1.2B2.5%$70.1B$1.9432.1
2028.Q4$6.7B+11.0%30.7%7.3%$1.9B−$1.6B$349MM8.1%$277MM2.7%$71.7B$2.1129.5
2029.Q4$7.0B+4.5%30.7%9.1%$2.0B−$2.6B−$656MM8.1%−$482MM2.7%$74.3B$2.1628.8
2030.Q4$7.3B+4.4%30.7%10.9%$2.0B−$2.2B−$185MM8.2%−$126MM2.6%$76.5B$2.2128.1
Term. Yr+$9.4B4.1%34.9%20.0%$2.6B−$1.2B$1.4B8.6%$13.8B8.6%
Active scenario IV: $0 (-121.8% vs market)