Mulya.ai
Ticker
TXN
Scenario
Key Inputs
Revenue est.?Analysttaper yr5
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.231
Beta (levered) ?1.321
Terminal OM% ?32.3%
Segment conc. ?84% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 16.5%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

TXN · Texas Instruments Incorporated

$194.872026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$153
-21.3% vs market
Base · active
$141
-27.8% vs market
Bear
$84
-57.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $84
Base $141
Bull $153
Market $195
Median $215
Market Price $195
Mulya.ai Base $141
Analysts Median $215
Mulya.ai IV range ($84 · $153)
Analysts Range ($160 · $260)
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
2021.Q4$18.3B54.3%12.9%$8.7B−$1.2B$7.4B7.3%55.3%$15.7B$8.51
2022.Q4$20.0B9.2%56.3%12.8%$9.8B−$3.2B$6.7B8.4%56.9%$18.9B$9.58
2023.Q4$17.5B-12.5%46.5%12.2%$7.2B−$5.5B$1.6B8.1%32.4%$25.3B$7.13
2024.Q4$15.6B-10.7%38.8%12.0%$5.3B−$3.8B$1.6B8.7%19.7%$29.1B$5.26
2025.Q4$17.7B13.0%37.9%12.4%$5.9B−$3.5B$2.4B8.7%19.2%$31.9B$5.4826.6
italics below = DCF projection · 10yr Rev CAGR: 12%
2026.Q4$19.6B+10.7%37.8%13.2%$6.4B−$3.0B$3.4B9.5%$3.1B19.2%$34.9B$6.3330.8
2027.Q4$21.6B+10.3%37.8%13.9%$7.0B−$3.3B$3.7B9.4%$3.1B19.2%$38.3B$6.9228.2
2028.Q4$23.9B+10.8%37.8%14.7%$7.7B−$4.0B$3.7B9.3%$2.8B19.2%$42.3B$7.6025.6
2029.Q4$29.0B+21.5%37.8%15.4%$9.3B−$8.9B$406MM9.3%$283MM19.9%$51.1B$9.1621.3
2030.Q4$34.5B+18.6%37.8%16.2%$10.9B−$8.9B$2.0B9.2%$1.3B19.7%$60.1B$10.7718.1
Term. Yr+$57.3B4.1%32.3%20.0%$14.8B−$3.7B$11.1B8.6%$103.6B16.5%
Active scenario IV: $141 (-27.8% vs market)