Mulya.ai
Ticker
OKE
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.714
Beta (levered) ?1.042
Terminal OM% ?24.6%
Segment conc. ?44% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

OKE · ONEOK, Inc.

$89.222026-07-21
Sector: Energy; Industry: Oil & Gas Midstream; Sub-Industry: Oil & Gas Storage & Transportation

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$1391
+1458.9% vs market
Base · active
$124
+38.5% vs market
Bear
$117
+31.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $117
Median $91
Market $89
Base $124
Bull $1391
Market Price $89
Mulya.ai Base $124
Analysts Median $91
Mulya.ai IV range ($117 · $1391)
Analysts Range ($80 · $104)
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$17.7B23.0%24.1%$3.1B−$6.2B−$3.1B7.4%8.0%$38.4B$4.21
2024.Q4$17.7B0.0%23.0%24.3%$3.1B−$5.6B−$2.5B8.0%7.1%$48.4B$4.21
2025.Q1$21.6B22.4%23.2%23.8%$3.8B−$5.5B−$1.7B7.9%7.5%$53.3B$4.81
2025.Q4$21.6B0.0%23.2%22.9%$3.9B−$2.7B$1.2B8.0%7.1%$55.2B$4.81
2026.Q1$35.2B62.7%20.3%23.3%$5.5B−$3.1B$2.4B7.7%9.9%$55.8B$5.597.9
italics below = DCF projection · 10yr Rev CAGR: 5.7%
2027.Q1$37.3B+6.1%20.9%22.9%$6.0B−$2.7B$3.3B7.7%$3.0B10.5%$58.6B$9.519.4
2028.Q1$39.5B+5.9%20.9%22.6%$6.4B−$3.0B$3.4B7.8%$2.9B10.6%$61.6B$10.118.8
2029.Q1$41.8B+5.7%20.9%22.3%$6.8B−$3.3B$3.5B7.8%$2.8B10.7%$64.8B$10.738.3
2030.Q1$44.0B+5.4%20.9%22.0%$7.2B−$3.9B$3.3B7.9%$2.5B10.8%$68.7B$11.367.9
2031.Q1$49.0B+11.3%20.9%21.6%$8.0B−$8.9B−$928MM8.0%−$636MM11.0%$77.6B$12.707.0
Term. Yr+$63.7B4.1%24.6%20.0%$12.5B−$3.9B$8.6B8.6%$87.9B13.1%
Active scenario IV: $124 (+38.5% vs market)