Mulya.ai
Ticker
PM
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?6.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.408
Beta (levered) ?0.469
Terminal OM% ?26.8%
Segment conc. ?59% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

PM · Philip Morris International Inc.

$180.772026-07-21
Sector: Consumer Defensive; Industry: Tobacco; Sub-Industry: Tobacco

Intrinsic Value Range Comparison · Mulya.ai

Bull
$204
+13.1% vs market
Base · active
$123
-32.0% vs market
Bear
$109
-39.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $109
Base $123
Market $181
Median $195
Bull $204
Market Price $181
Mulya.ai Base $123
Analysts Median $195
Mulya.ai IV range ($109 · $204)
Analysts Range ($168 · $205)
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$35.2B32.9%23.5%$8.8B−$16MM$8.8B6.0%24.6%$36.0B$4.99
2024.Q4$35.2B0.0%32.9%19.5%$9.3B$1.0B$10.3B6.2%28.3%$29.7B$4.99
2025.Q1$37.9B7.7%35.4%18.5%$10.9B−$215MM$10.7B6.3%34.2%$34.2B$4.50
2025.Q4$37.9B0.0%35.4%18.8%$10.9B−$1.2B$9.7B5.9%31.9%$34.0B$4.50
2026.Q1$41.5B9.5%36.8%19.2%$12.3B−$1.2B$11.2B6.0%34.7%$37.2B$7.1018.5
italics below = DCF projection · 10yr Rev CAGR: 5.4%
2027.Q1$44.2B+6.4%36.8%19.3%$13.1B−$1.0B$12.1B6.2%$11.3B34.7%$38.3B$8.3821.6
2028.Q1$47.1B+6.6%36.8%19.4%$14.0B−$1.4B$12.5B6.5%$11.1B35.8%$39.7B$8.9320.2
2029.Q1$50.0B+6.2%36.8%19.4%$14.8B−$1.8B$13.0B6.7%$10.7B36.5%$41.5B$9.4719.1
2030.Q1$52.9B+5.9%36.8%19.5%$15.7B−$1.7B$14.0B6.9%$10.8B37.0%$43.2B$10.0218.0
2031.Q1$55.9B+5.6%36.8%19.6%$16.5B−$1.8B$14.7B7.2%$10.6B37.5%$45.0B$10.5717.1
Term. Yr+$73.2B4.1%26.8%20.0%$15.7B−$2.7B$13.0B8.6%$142.8B23.6%
Active scenario IV: $123 (-32.0% vs market)