Mulya.ai
Ticker
ORCL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.648
Beta (levered) ?2.145
Terminal OM% ?33.2%
Segment conc. ?86% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ORCL · Oracle Corporation

$146.372026-05-17
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Application Software

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$220
+50.0% vs market
Base · active
$219
+49.7% vs market
Bear
$27
-81.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $27
Market $146
Base $219
Bull $220
Median $300
Market Price $146
Mulya.ai Base $219
Analysts Median $300
Mulya.ai IV range ($27 · $220)
Analysts Range ($160 · $400)
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$40.5B44.4%7.6%$16.6B−$4.9B$11.7B9.2%26.1%$63.8B$4.72
2023.Q3$42.4B4.8%30.4%13.2%$11.2B−$34.0B−$22.7B11.0%13.7%$99.9B$2.31
2024.Q3$50.0B17.7%31.0%3.8%$14.9B−$3.6B$11.3B11.0%14.4%$106.8B$2.92
2025.Q3$53.0B6.0%34.3%11.8%$16.0B−$10.9B$5.1B12.2%14.2%$119.0B$3.59
2026.Q3$64.1B21.0%36.5%11.6%$20.7B−$43.8B−$23.2B11.7%14.3%$169.4B$5.5618.3
italics below = DCF projection · 10yr Rev CAGR: 21.5%
2027.Q3$85.3B+33.1%36.6%12.4%$27.3B−$44.3B−$17.0B11.3%−$15.3B14.3%$213.7B$7.9418.4
2028.Q3$123.4B+44.7%29.7%13.3%$31.8B−$85.6B−$53.9B11.0%−$43.6B12.4%$299.3B$9.2215.9
2029.Q3$174.9B+41.8%33.8%14.1%$50.8B−$125.2B−$74.4B10.8%−$54.3B14.0%$424.5B$14.759.9
2030.Q3$217.3B+24.2%36.7%14.9%$67.8B−$60.2B$7.5B10.5%$5.0B14.9%$484.8B$19.677.4
2031.Q3$265.1B+22.0%36.7%15.8%$81.9B−$72.3B$9.6B10.2%$5.7B15.7%$557.1B$23.766.2
Term. Yr+$468.0B4.1%33.2%20.0%$124.2B−$38.9B$85.3B8.6%$725.5B13.1%
Active scenario IV: $219 (+49.7% vs market)