TPR · Tapestry, Inc.

$141.202026-05-17

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

Intrinsic Value Range Comparison · Mulya.ai

Leases factored

Bull

$31

-78.3% vs market

Base · active

$10

-92.7% vs market

Bear

$9

-93.9% vs market

Mulya.ai vs Analyst IV Comparison?

Bear $9

Base $10

Bull $31

Market $141

Median $165

Market Price $141

Mulya.ai Base $10

Analysts Median $165

Mulya.ai IV range ($9 · $31)

Analysts Range ($130 · $179)

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
2022.Q2	$5.7B	—	18.7%	16.7%	$894MM	−$1.5B	−$640MM	8.8%	—	19.3%	$4.6B	$3.98	—
2023.Q2	$6.7B	16.3%	19.5%	19.0%	$1.1B	−$2.3B	−$1.2B	10.7%	—	21.5%	$5.2B	$4.08	—
2024.Q2	$6.7B	-0.4%	19.5%	18.0%	$1.1B	−$1.6B	−$489MM	11.3%	—	21.0%	$5.0B	$4.46	—
2025.Q2	$6.7B	0.2%	19.0%	15.5%	$1.1B	−$1.7B	−$624MM	11.1%	—	21.4%	$5.0B	$3.89	—
2026.Q2	$7.5B	12.6%	10.5%	21.0%	$627MM	−$993MM	−$367MM	11.4%	—	13.2%	$4.5B	$2.49	37.4
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2027.Q2	$8.1B	+7.3%	11.7%	20.9%	$747MM	−$1.2B	−$454MM	10.8%	−$410MM	14.7%	$5.7B	$2.89	48.9
2028.Q2	$8.5B	+5.2%	11.4%	20.8%	$768MM	−$489MM	$280MM	10.5%	$229MM	12.9%	$6.2B	$3.04	46.4
2029.Q2	$8.9B	+4.5%	11.2%	20.7%	$784MM	−$302MM	$483MM	10.3%	$358MM	12.4%	$6.5B	$3.16	44.7
2030.Q2	$9.3B	+4.3%	10.9%	20.6%	$799MM	−$551MM	$248MM	10.1%	$167MM	11.8%	$7.0B	$3.29	42.9
2031.Q2	$9.6B	+4.2%	10.3%	20.5%	$791MM	−$526MM	$265MM	9.9%	$162MM	10.8%	$7.6B	$3.40	41.5

Term. Yr+	$12.3B	4.1%	10.3%	20.0%	$1.0B	−$484MM	$531MM	8.6%	$4.6B	8.6%	—	—	—

Active scenario IV: $10 (-92.7% vs market)