Mulya.ai
Ticker
Q
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.394
Beta (levered) ?1.520
Terminal OM% ?37.3%
Segment conc. ?56% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

Q · Qnity Electronics, Inc.

$158.032026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductor Materials & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$177
+12.1% vs market
Base · active
$155
-2.0% vs market
Bear
$102
-35.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $102
Base $155
Market $158
Median $175
Bull $177
Market Price $158
Mulya.ai Base $155
Analysts Median $175
Mulya.ai IV range ($102 · $177)
Analysts Range ($134 · $200)
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
2025.Q4$4.3B24.9%24.2%$818MM$49MM$867MM7.3%$11.2B$3.30
2026.Q1$5.0B14.2%27.3%25.9%$1.0B−$49MM$953MM11.2%9.0%$11.0B$3.0924.6
italics below = DCF projection · 10yr Rev CAGR: 7.7%
2027.Q1$5.5B+11.0%27.4%25.3%$1.1B$0MM$1.1B10.1%$1.0B10.3%$11.0B$4.1937.7
2028.Q1$5.9B+7.8%29.2%24.7%$1.3B$0MM$1.3B10.0%$1.1B11.9%$11.0B$4.8632.5
2029.Q1$6.3B+5.7%29.8%24.1%$1.4B$0MM$1.4B9.8%$1.1B12.9%$11.0B$5.2730.0
2030.Q1$6.8B+8.0%28.8%23.6%$1.5B$0MM$1.5B9.7%$1.0B13.6%$11.0B$5.5628.4
2031.Q1$7.5B+10.8%28.8%23.0%$1.7B$0MM$1.7B9.5%$1.0B15.2%$11.0B$6.2125.4
Term. Yr+$10.8B4.1%37.3%20.0%$3.2B−$561MM$2.7B8.6%$24.1B23.6%
Active scenario IV: $155 (-2.0% vs market)