Mulya.ai
Ticker
TEL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.245
Beta (levered) ?1.314
Terminal OM% ?19.3%
Segment conc. ?54% 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

TEL · TE Connectivity Ltd.

$209.072026-05-17
Sector: Technology; Industry: Hardware, Equipment & Parts; Sub-Industry: Electronic Manufacturing Services

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$174
-16.9% vs market
Base · active
$153
-26.6% vs market
Bear
$140
-33.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $140
Base $153
Bull $174
Market $209
Median $283
Market Price $209
Mulya.ai Base $153
Analysts Median $283
Mulya.ai IV range ($140 · $174)
Analysts Range ($238 · $306)
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.Q1$14.9B19.2%6.6%$2.7B−$1.1B$1.5B7.1%17.1%$15.6B$7.61
2023.Q1$16.3B9.1%19.3%11.1%$2.8B−$1.2B$1.6B9.2%17.4%$16.4B$8.18
2024.Q1$16.0B-1.5%18.5%0.0%$4.0B−$459MM$3.5B10.0%23.3%$17.7B$6.43
2025.Q1$15.8B-1.2%19.3%31.6%$2.1B−$466MM$1.6B9.4%12.0%$17.3B$10.75
2026.Q1$17.9B13.1%20.6%40.3%$2.2B−$2.8B−$600MM9.7%11.9%$19.6B$6.9516.9
italics below = DCF projection · 10yr Rev CAGR: 5.7%
2027.Q1$19.8B+10.5%20.6%38.3%$2.5B−$1.8B$755MM9.4%$690MM12.3%$21.3B$7.7327.0
2028.Q1$21.3B+7.6%21.7%36.2%$3.0B−$1.5B$1.5B9.4%$1.2B13.4%$22.8B$9.0823.0
2029.Q1$22.8B+6.8%23.9%34.2%$3.6B−$1.5B$2.1B9.3%$1.6B15.2%$24.3B$11.0019.0
2030.Q1$24.0B+5.3%23.9%32.2%$3.9B−$1.1B$2.8B9.2%$1.9B15.6%$25.4B$11.9417.5
2031.Q1$25.1B+4.8%23.9%30.1%$4.2B−$1.1B$3.1B9.1%$2.0B16.1%$26.6B$12.8916.2
Term. Yr+$32.4B4.1%19.3%20.0%$5.0B−$1.6B$3.4B8.6%$32.1B13.1%
Active scenario IV: $153 (-26.6% vs market)