Mulya.ai
Ticker
TER
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.501
Beta (levered) ?1.501
Terminal OM% ?32.1%
Segment conc. ?83% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 20.8%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

TER · Teradyne, Inc.

$436.862026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductor Materials & Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$174
-60.2% vs market
Base · active
$160
-63.5% vs market
Bear
$113
-74.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $113
Base $160
Bull $174
Median $387
Market $437
Market Price $437
Mulya.ai Base $160
Analysts Median $387
Mulya.ai IV range ($113 · $174)
Analysts Range ($220 · $446)
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
2024.Q1$2.7B21.5%14.4%$494MM−$189MM$305MM11.8%16.2%$3.1B$2.85
2024.Q4$2.7B0.0%21.5%9.9%$519MM−$91MM$428MM12.2%16.0%$3.5B$2.85
2025.Q1$2.8B5.4%24.2%10.2%$613MM−$23MM$591MM12.9%17.3%$3.6B$3.44
2025.Q4$2.8B0.0%24.2%13.3%$592MM−$454MM$138MM12.5%15.4%$4.0B$3.44
2026.Q1$3.8B34.3%31.0%13.4%$1.0B−$657MM$359MM12.5%24.3%$4.3B$5.4258.7
italics below = DCF projection · 10yr Rev CAGR: 9.9%
2027.Q1$5.0B+30.9%25.9%14.1%$1.1B−$1.4B−$263MM10.6%−$237MM22.1%$5.7B$6.0871.9
2028.Q1$6.1B+23.4%25.9%14.7%$1.3B−$1.4B−$40MM10.4%−$33MM21.2%$7.1B$7.4558.6
2029.Q1$6.8B+11.1%25.9%15.4%$1.5B−$836MM$653MM10.2%$485MM19.9%$7.9B$8.2153.2
2030.Q1$7.3B+7.3%25.9%16.0%$1.6B−$625MM$960MM10.0%$648MM19.3%$8.5B$8.7450.0
2031.Q1$7.7B+5.8%25.9%16.7%$1.7B−$552MM$1.1B9.8%$684MM18.9%$9.1B$9.1847.6
Term. Yr+$10.2B4.1%32.1%20.0%$2.6B−$515MM$2.1B8.6%$18.4B20.8%
Active scenario IV: $160 (-63.5% vs market)