Mulya.ai
Ticker
TER
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.504
Beta (levered) ?1.512
Terminal OM% ?34.4%
Segment conc. ?83% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

TER · Teradyne, Inc.

$309.612026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductor Materials & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$191
-38.2% vs market
Base · active
$183
-41.0% vs market
Bear
$103
-66.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $103
Base $183
Bull $191
Median $278
Market $310
Market Price $310
Mulya.ai Base $183
Analysts Median $278
Mulya.ai IV range ($103 · $191)
Analysts Range ($175 · $335)
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$3.7B40.0%12.6%$1.3B−$262MM$1.0B12.2%50.6%$2.6B$6.44
2022.Q4$3.2B-14.8%32.5%14.9%$873MM−$458MM$415MM12.1%32.0%$2.9B$4.54
2023.Q4$2.7B-15.2%23.1%14.6%$527MM−$187MM$341MM11.6%18.1%$2.9B$2.85
2024.Q4$2.8B5.4%26.0%9.9%$660MM−$106MM$554MM12.2%20.3%$3.6B$3.44
2025.Q4$3.2B13.1%25.8%13.3%$713MM−$469MM$244MM12.5%18.5%$4.1B$3.5159.4
italics below = DCF projection · 10yr Rev CAGR: 11.1%
2026.Q4$4.2B+32.1%27.7%14.0%$1.0B−$284MM$721MM10.6%$652MM23.5%$4.4B$5.1759.9
2027.Q4$5.0B+19.2%27.7%14.7%$1.2B−$242MM$947MM10.4%$775MM26.1%$4.7B$6.1250.6
2028.Q4$5.9B+17.8%27.7%15.3%$1.4B−$291MM$1.1B10.2%$816MM28.9%$5.0B$7.1543.3
2029.Q4$6.5B+10.3%27.7%16.0%$1.5B−$218MM$1.3B10.0%$879MM30.0%$5.2B$7.8239.6
2030.Q4$7.0B+7.5%27.7%16.7%$1.6B−$193MM$1.4B9.8%$878MM30.7%$5.4B$8.3437.1
Term. Yr+$9.5B4.1%34.4%20.0%$2.6B−$455MM$2.2B8.6%$19.0B23.6%
Active scenario IV: $183 (-41.0% vs market)