TEL · TE Connectivity plc
$197.742026-07-21Sector: Technology; Industry: Semiconductors; Sub-Industry: Electronic Manufacturing Services
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$241
+22.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($165 · $268) Analysts Range ($226 · $300) 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.Q2 | $16.0B | — | 18.1% | 0.0% | $3.8B | −$443MM | $3.3B | 8.8% | — | 21.9% | $17.2B | $6.47 | — |
| 2025.Q1 | $15.8B | -1.2% | 18.9% | 31.6% | $2.0B | −$404MM | $1.6B | 9.4% | — | 11.8% | $17.5B | $10.82 | — |
| 2025.Q2 | $15.8B | 0.0% | 18.9% | 45.0% | $1.6B | −$587MM | $1.1B | 9.7% | — | 9.5% | $17.2B | $10.82 | — |
| 2026.Q1 | $17.1B | 7.9% | 20.1% | 40.3% | $2.0B | −$2.7B | −$665MM | 9.7% | — | 11.1% | $19.8B | $6.24 | — |
| 2026.Q2 | $18.5B | 8.4% | 20.6% | 20.3% | $3.0B | −$3.0B | $80MM | 9.4% | — | 15.3% | $20.1B | $9.85 | 15.3 |
| italics below = DCF projection · 10yr Rev CAGR: 5.5% |
| 2027.Q2 | $20.5B | +10.6% | 20.1% | 20.2% | $3.3B | −$2.8B | $464MM | 9.2% | $424MM | 15.2% | $22.9B | $10.40 | 19.0 |
| 2028.Q2 | $21.9B | +7.2% | 20.9% | 20.2% | $3.7B | −$1.9B | $1.8B | 9.2% | $1.5B | 15.3% | $24.9B | $11.60 | 17.0 |
| 2029.Q2 | $23.3B | +6.0% | 22.4% | 20.2% | $4.2B | −$1.6B | $2.6B | 9.1% | $2.0B | 16.3% | $26.4B | $13.20 | 15.0 |
| 2030.Q2 | $24.4B | +5.0% | 22.4% | 20.2% | $4.4B | −$1.6B | $2.8B | 9.0% | $2.0B | 16.1% | $28.0B | $13.86 | 14.3 |
| 2031.Q2 | $25.5B | +4.6% | 22.4% | 20.1% | $4.6B | −$1.5B | $3.0B | 9.0% | $2.0B | 15.9% | $29.5B | $14.50 | 13.6 |
|
| Term. Yr+ | $32.8B | 4.1% | 28.4% | 20.0% | $7.4B | −$1.6B | $5.8B | 8.6% | $54.9B | 18.7% | — | — | — |
Active scenario IV: $241 (+22.0% vs market)