Mulya.ai
Ticker
TJX
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredYes
Key Assumptions
WACC ?6.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.619
Beta (levered) ?0.631
Terminal OM% ?14.3%
Segment conc. ?61% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

TJX · The TJX Companies, Inc.

$155.292026-07-21
Sector: Consumer Cyclical; Industry: Apparel - Retail; Sub-Industry: Apparel Retail

Intrinsic Value Range Comparison · Mulya.ai

Leases factored
Bull
$157
+0.9% vs market
Base · active
$119
-23.2% vs market
Bear
$113
-27.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $113
Base $119
Market $155
Bull $157
Median $185
Market Price $155
Mulya.ai Base $119
Analysts Median $185
Mulya.ai IV range ($113 · $157)
Analysts Range ($160 · $197)
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
2025.Q1$54.2B11.7%24.3%$4.8B−$8.1B−$3.3B7.0%33.3%$14.4B$3.99
2025.Q4$54.2B0.0%11.7%25.0%$4.8B−$8.8B−$4.1B8.0%32.3%$15.0B$3.99
2026.Q1$56.4B4.0%12.2%25.0%$5.2B−$9.9B−$4.7B7.1%32.3%$16.9B$4.34
2026.Q4$56.4B0.0%12.2%24.7%$5.2B−$9.4B−$4.2B7.5%24.4%$25.6B$4.34
2027.Q1$61.6B9.3%13.5%24.6%$6.3B−$10.5B−$4.2B6.8%28.1%$19.3B$5.1720.8
italics below = DCF projection · 10yr Rev CAGR: 5%
2028.Q1$65.0B+5.6%13.1%24.1%$6.5B−$10.0B−$3.5B6.9%−$3.3B26.6%$29.3B$5.2729.5
2029.Q1$69.2B+6.3%13.6%23.6%$7.2B−$3.2B$4.0B7.1%$3.5B23.2%$32.5B$5.8526.5
2030.Q1$73.8B+6.7%14.1%23.2%$8.0B−$2.1B$5.9B7.3%$4.8B23.9%$34.5B$6.5323.8
2031.Q1$77.7B+5.3%14.1%22.7%$8.5B−$3.1B$5.4B7.4%$4.1B23.5%$37.6B$6.9222.4
2032.Q1$81.4B+4.7%14.1%22.3%$8.9B−$2.5B$6.4B7.6%$4.5B23.0%$40.1B$7.2921.3
Term. Yr+$104.8B4.1%14.3%20.0%$12.0B−$2.1B$9.9B8.6%$104.9B23.6%
Active scenario IV: $119 (-23.2% vs market)