Mulya.ai
Ticker
RL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredYes
Key Assumptions
WACC ?10.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.488
Beta (levered) ?1.637
Terminal OM% ?11.4%
Segment conc. ?43% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

RL · Ralph Lauren Corporation

$348.022026-05-17
Sector: Consumer Cyclical; Industry: Apparel - Manufacturers; Sub-Industry: Apparel, Accessories & Luxury Goods

Intrinsic Value Range Comparison · Mulya.ai

Leases factored
Bull
$220
-36.8% vs market
Base · active
$164
-53.0% vs market
Bear
$157
-54.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $157
Base $164
Bull $220
Market $348
Median $424
Market Price $348
Mulya.ai Base $164
Analysts Median $424
Mulya.ai IV range ($157 · $220)
Analysts Range ($400 · $477)
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$4.4B-1.0%27.3%−$32MM−$26MM−$57MM8.2%-2.0%$1.6B$-1.94
2023.Q3$6.2B41.3%13.8%23.4%$656MM−$1.3B−$596MM10.3%28.4%$3.0B$9.62
2024.Q3$6.4B3.6%11.7%17.8%$621MM−$489MM$133MM10.9%21.5%$2.8B$8.38
2025.Q3$6.6B2.9%12.2%21.7%$636MM−$553MM$82MM10.7%23.8%$2.6B$10.36
2026.Q3$7.8B18.1%16.1%19.9%$1.0B−$1.4B−$398MM11.0%28.8%$4.5B$14.7217.2
italics below = DCF projection · 10yr Rev CAGR: 5.1%
2027.Q3$8.4B+7.0%17.3%19.9%$1.2B−$564MM$597MM10.2%$542MM24.4%$5.0B$16.1621.5
2028.Q3$8.8B+4.6%16.1%19.9%$1.1B−$312MM$819MM10.1%$675MM21.8%$5.3B$15.9021.9
2029.Q3$9.3B+6.3%14.9%19.9%$1.1B−$368MM$745MM9.9%$559MM20.1%$5.7B$15.8222.0
2030.Q3$9.8B+5.3%13.7%19.9%$1.1B−$442MM$636MM9.7%$434MM18.1%$6.2B$15.5422.4
2031.Q3$10.3B+5.1%11.4%20.0%$936MM−$409MM$527MM9.6%$329MM14.7%$6.6B$13.9824.9
Term. Yr+$13.4B4.1%11.4%20.0%$1.2B−$380MM$834MM8.6%$7.5B13.1%
Active scenario IV: $164 (-53.0% vs market)