TPR · Tapestry, Inc.

$146.002026-07-21

Sector: Consumer Cyclical; Industry: Luxury Goods; Sub-Industry: Apparel, Accessories & Luxury Goods

Intrinsic Value Range Comparison · Mulya.ai

Leases factored

Bull

$47

-68.2% vs market

Base · active

$32

-78.2% vs market

Bear

$24

-83.3% vs market

Mulya.ai vs Analyst IV Comparison?

Bear $24

Base $32

Bull $47

Market $146

Median $171

Market Price $146

Mulya.ai Base $32

Analysts Median $171

Mulya.ai IV range ($24 · $47)

Analysts Range ($138 · $230)

Fundamentals · historical + forward · base

italics = DCF projection

Period	Revenue	Rev Gr ?	Ops M% ?	Tax Rate ?	NOPAT ?	Reinvest ?	FCFF ?	WACC% ?	PV FCFF ?	ROIC ?	Inv. Cap ?	EPS ?	P/E
2024.Q3	$6.7B	—	19.5%	18.3%	$1.1B	−$1.5B	−$423MM	8.9%	—	20.7%	$5.1B	$4.49	—
2025.Q2	$6.7B	0.2%	19.0%	15.5%	$1.1B	−$1.7B	−$646MM	11.1%	—	21.0%	$5.0B	$3.92	—
2025.Q3	$6.7B	0.0%	19.0%	15.0%	$1.1B	−$1.8B	−$732MM	11.1%	—	21.1%	$5.1B	$3.92	—
2026.Q2	$7.0B	5.1%	6.6%	21.0%	$364MM	−$553MM	−$189MM	11.4%	—	7.9%	$4.0B	$0.88	—
2026.Q3	$7.9B	12.0%	12.6%	20.9%	$780MM	−$1.1B	−$316MM	10.6%	—	20.3%	$3.6B	$3.18	30.9
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q3	$8.4B	+6.7%	13.9%	20.8%	$924MM	−$642MM	$283MM	10.1%	$257MM	23.3%	$4.3B	$3.61	40.4
2028.Q3	$8.9B	+5.7%	13.2%	20.7%	$928MM	−$378MM	$549MM	10.0%	$454MM	20.7%	$4.7B	$3.68	39.7
2029.Q3	$9.3B	+4.7%	12.5%	20.6%	$919MM	−$243MM	$676MM	9.8%	$509MM	19.2%	$4.9B	$3.72	39.2
2030.Q3	$9.7B	+4.4%	11.8%	20.5%	$905MM	−$417MM	$488MM	9.7%	$335MM	17.7%	$5.3B	$3.73	39.1
2031.Q3	$10.1B	+4.3%	10.3%	20.4%	$829MM	−$419MM	$410MM	9.5%	$257MM	15.0%	$5.7B	$3.59	40.7

Term. Yr+	$12.9B	4.1%	10.3%	20.0%	$1.1B	−$333MM	$731MM	8.6%	$6.6B	13.1%	—	—	—

Active scenario IV: $32 (-78.2% vs market)