Mulya.ai
Ticker
STLD
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.395
Beta (levered) ?1.574
Terminal OM% ?13.1%
Segment conc. ?70% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 20.3%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

STLD · Steel Dynamics, Inc.

$180.202026-05-17
Sector: Basic Materials; Industry: Steel; Sub-Industry: Steel

Intrinsic Value Range Comparison · Mulya.ai

Bull
$311
+72.5% vs market
Base · active
$306
+70.0% vs market
Bear
$157
-12.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $157
Market $180
Median $181
Base $306
Bull $311
Market Price $180
Mulya.ai Base $306
Analysts Median $181
Mulya.ai IV range ($157 · $311)
Analysts Range ($165 · $190)
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
2021.Q4$18.4B23.4%22.9%$3.3B−$2.4B$892MM9.7%40.6%$8.2B$21.98
2022.Q4$22.3B20.9%22.9%22.7%$3.9B−$604MM$3.3B10.2%46.0%$8.9B$26.41
2023.Q4$18.8B-15.6%16.8%23.3%$2.4B−$703MM$1.7B9.8%25.8%$9.8B$16.76
2024.Q4$17.5B-6.7%11.1%21.8%$1.5B−$1.6B−$73MM10.3%14.3%$11.4B$10.51
2025.Q4$18.2B3.6%8.1%20.5%$1.2B−$1.0B$159MM10.4%9.9%$12.4B$8.1117.9
italics below = DCF projection · 10yr Rev CAGR: 9.9%
2026.Q4$21.0B+15.8%8.1%20.4%$1.4B−$577MM$782MM10.1%$710MM10.7%$13.0B$9.3019.4
2027.Q4$24.1B+14.4%9.1%20.4%$1.7B−$801MM$947MM9.9%$782MM13.1%$13.8B$11.9515.1
2028.Q4$27.2B+13.2%10.1%20.3%$2.2B−$1.2B$990MM9.8%$745MM15.3%$15.0B$15.0112.0
2029.Q4$30.5B+11.9%11.1%20.3%$2.7B−$1.5B$1.2B9.7%$834MM17.2%$16.5B$18.459.8
2030.Q4$33.7B+10.6%13.1%20.2%$3.5B−$1.5B$2.0B9.5%$1.3B20.4%$18.0B$24.087.5
Term. Yr+$48.5B4.1%13.1%20.0%$5.1B−$1.0B$4.1B8.6%$36.6B20.3%
Active scenario IV: $306 (+70.0% vs market)