Mulya.ai
Ticker
UNP
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.974
Beta (levered) ?1.121
Terminal OM% ?31.0%
Segment conc. ?35% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

UNP · Union Pacific Corporation

$268.352026-07-21
Sector: Industrials; Industry: Railroads; Sub-Industry: Rail Transportation

Intrinsic Value Range Comparison · Mulya.ai

Bull
$191
-29.0% vs market
Base · active
$161
-40.1% vs market
Bear
$107
-60.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $107
Base $161
Bull $191
Market $268
Median $297
Market Price $268
Mulya.ai Base $161
Analysts Median $297
Mulya.ai IV range ($107 · $191)
Analysts Range ($267 · $315)
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$24.1B37.7%22.4%$7.1B−$1.4B$5.7B8.3%15.0%$47.0B$10.75
2024.Q4$24.1B0.0%37.7%23.3%$7.0B−$868MM$6.1B8.4%14.8%$47.4B$10.75
2025.Q1$24.3B0.5%40.1%23.3%$7.4B−$902MM$6.5B8.8%15.6%$47.8B$11.37
2025.Q4$24.3B0.0%40.1%22.1%$7.6B−$3.5B$4.1B8.4%15.8%$48.0B$11.37
2026.Q1$24.7B1.9%40.1%22.2%$7.7B−$3.4B$4.3B8.6%15.8%$49.3B$12.1516.1
italics below = DCF projection · 10yr Rev CAGR: 7.3%
2027.Q1$26.4B+6.7%40.1%22.0%$8.2B−$2.8B$5.5B8.5%$5.0B16.3%$52.1B$13.9019.3
2028.Q1$27.9B+5.8%40.1%21.7%$8.8B−$2.7B$6.0B8.5%$5.1B16.4%$54.8B$14.7518.2
2029.Q1$31.4B+12.6%40.1%21.5%$9.9B−$6.6B$3.3B8.5%$2.6B17.0%$61.4B$16.6516.1
2030.Q1$36.5B+16.1%40.1%21.3%$11.5B−$10.7B$770MM8.5%$556MM17.2%$72.1B$19.3813.8
2031.Q1$38.9B+6.7%40.1%21.1%$12.3B−$5.3B$7.0B8.5%$4.7B16.5%$77.4B$20.7412.9
Term. Yr+$52.0B4.1%31.0%20.0%$12.9B−$4.0B$8.9B8.6%$86.9B13.1%
Active scenario IV: $161 (-40.1% vs market)