Mulya.ai
Ticker
TKO
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.826
Beta (levered) ?1.037
Terminal OM% ?15.8%
Segment conc. ?diversified
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 11.5%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

TKO · TKO Group Holdings, Inc.

$215.882026-07-21
Sector: Communication Services; Industry: Entertainment; Sub-Industry: Movies & Entertainment

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$274
+27.1% vs market
Base · active
$77
-64.3% vs market
Bear
$66
-69.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $66
Base $77
Market $216
Median $237
Bull $274
Market Price $216
Mulya.ai Base $77
Analysts Median $237
Mulya.ai IV range ($66 · $274)
Analysts Range ($225 · $251)
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$1.7B35.0%0.0%$690MM$897MM$1.6B7.2%10.6%$6.5B$-0.18
2024.Q4$1.7B0.0%35.0%0.0%$690MM$518MM$1.2B5.7%10.7%$6.3B$-0.18
2025.Q1$2.8B67.4%27.6%8.5%$709MM$220MM$928MM7.4%11.1%$6.5B$0.05
2025.Q4$2.8B0.0%27.6%11.9%$683MM$567MM$1.3B5.0%10.2%$7.0B$0.05
2026.Q1$5.1B80.5%20.0%12.1%$892MM$1.0B$1.9B6.8%13.4%$6.3B$1.1641.4
italics below = DCF projection · 10yr Rev CAGR: 9.3%
2027.Q1$5.8B+14.6%20.4%12.9%$1.0B−$962MM$68MM7.9%$63MM15.1%$7.3B$5.2940.8
2028.Q1$6.3B+9.4%23.8%13.7%$1.3B−$741MM$564MM8.0%$484MM17.0%$8.0B$6.7032.2
2029.Q1$7.2B+13.2%30.0%14.4%$1.8B−$1.2B$655MM8.1%$520MM21.4%$9.2B$9.4822.8
2030.Q1$8.0B+11.9%43.6%15.2%$3.0B−$1.3B$1.7B8.1%$1.2B30.1%$10.5B$15.2714.1
2031.Q1$8.9B+10.6%43.6%16.0%$3.3B−$1.3B$1.9B8.2%$1.3B29.2%$11.8B$16.7312.9
Term. Yr+$12.8B4.1%15.8%20.0%$1.6B−$576MM$1.0B8.6%$10.5B11.5%
Active scenario IV: $77 (-64.3% vs market)