STX · Seagate Technology Holdings plc
$899.902026-07-21Sector: Technology; Industry: Computer Hardware; Sub-Industry: Technology Hardware, Storage & Peripherals
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Very High Uncertainty
Base · active
$333
-63.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($80 · $333) Analysts Range ($380 · $1090) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q3 | $7.4B | — | -4.6% | 0.0% | −$519MM | $1.1B | $546MM | 13.1% | — | -9.8% | $5.3B | $-2.31 | — |
| 2025.Q2 | $6.6B | -11.3% | 7.2% | 6.6% | $444MM | $290MM | $734MM | 11.4% | — | 8.4% | $5.3B | $1.46 | — |
| 2025.Q3 | $6.6B | 0.0% | 7.2% | 4.2% | $455MM | $99MM | $554MM | 14.2% | — | 8.5% | $5.4B | $1.46 | — |
| 2026.Q2 | $9.1B | 38.9% | 21.8% | 9.1% | $1.8B | −$403MM | $1.4B | 11.8% | — | 31.5% | $6.0B | $6.41 | — |
| 2026.Q3 | $11.0B | 21.0% | 29.8% | 11.2% | $2.9B | −$147MM | $2.8B | 13.7% | — | 48.7% | $5.9B | $10.38 | 62.9 |
| italics below = DCF projection · 10yr Rev CAGR: 18.5% |
| 2027.Q3 | $16.3B | +48.3% | 31.3% | 12.1% | $4.5B | −$333MM | $4.2B | 12.3% | $3.7B | 73.7% | $6.3B | $17.76 | 50.7 |
| 2028.Q3 | $21.2B | +29.6% | 27.9% | 12.9% | $5.1B | −$334MM | $4.8B | 12.0% | $3.8B | 80.1% | $6.6B | $20.47 | 44.0 |
| 2029.Q3 | $25.4B | +20.3% | 24.6% | 13.8% | $5.4B | −$330MM | $5.1B | 11.6% | $3.6B | 79.8% | $6.9B | $21.61 | 41.6 |
| 2030.Q3 | $30.5B | +19.9% | 21.3% | 14.7% | $5.5B | −$441MM | $5.1B | 11.2% | $3.3B | 77.5% | $7.4B | $22.37 | 40.2 |
| 2031.Q3 | $36.6B | +19.9% | 14.6% | 15.6% | $4.5B | −$609MM | $3.9B | 10.8% | $2.3B | 58.9% | $8.0B | $18.77 | 47.9 |
|
| Term. Yr+ | $62.3B | 4.1% | 14.6% | 20.0% | $7.3B | −$1.3B | $6.0B | 8.6% | $48.6B | 23.6% | — | — | — |
Active scenario IV: $333 (-63.0% vs market)