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 ?-1.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?-1.417
Beta (levered) ?-1.616
Terminal OM% ?35.6%
Segment conc. ?56% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 4 · 18.0%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

Q · Qnity Electronics, Inc.

$116.532026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductor Materials & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$202
+73.3% vs market
Base · active
$202
+73.3% vs market
Bear
$100
-14.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $100
Median $114
Market $117
Base $202
Bull $202
Market Price $117
Mulya.ai Base $202
Analysts Median $114
Mulya.ai IV range ($100 · $202)
Analysts Range ($100 · $134)
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$4.8B26.0%24.2%$937MM−$48MM$889MM8.6%$10.9B$3.3019.7
italics below = DCF projection · 10yr Rev CAGR: 6.9%
2026.Q4$5.1B+7.6%26.2%23.8%$1.0B−$137MM$883MM-0.9%$891MM9.3%$11.1B$4.0029.1
2027.Q4$5.5B+7.2%28.0%23.4%$1.2B−$194MM$981MM0.1%$989MM10.5%$11.3B$4.6025.3
2028.Q4$5.8B+4.9%29.3%22.9%$1.3B−$230MM$1.1B1.0%$1.1B11.4%$11.5B$5.0922.9
2029.Q4$6.2B+7.4%26.3%22.5%$1.3B$0MM$1.3B2.0%$1.2B10.9%$11.5B$4.9323.6
2030.Q4$6.8B+9.9%26.3%22.1%$1.4B$0MM$1.4B2.9%$1.3B12.1%$11.5B$5.4521.4
Term. Yr+$9.7B4.1%35.6%20.0%$2.8B−$626MM$2.1B8.6%$33.9B18.0%
Active scenario IV: $202 (+73.3% vs market)