Mulya.ai
Ticker
VTR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.734
Beta (levered) ?0.963
Terminal OM% ?14.2%
Segment conc. ?74% dominant
Terminal growth ?4.1%
Bond rating ?B- · 5.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

VTR · Ventas, Inc.

$89.052026-07-21
Sector: Real Estate; Industry: REIT - Healthcare Facilities; Sub-Industry: Health Care REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$8
-91.0% vs market
Base · active
$2
-97.8% vs market
Bear
$0
-113.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-12
Base $2
Bull $8
Market $89
Median $95
Market Price $89
Mulya.ai Base $2
Analysts Median $95
Mulya.ai IV range ($-12 · $8)
Analysts Range ($88 · $110)
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$4.5B9.2%13.6%$359MM$1.8B$2.1B8.6%1.6%$22.3B$-0.08
2024.Q4$4.5B0.0%9.2%0.0%$726MM$922MM$1.6B11.3%3.2%$23.4B$-0.08
2025.Q1$4.9B9.5%13.8%0.0%$978MM$894MM$1.9B9.2%4.1%$24.0B$0.17
2025.Q4$4.9B0.0%13.8%0.0%$720MM$967MM$1.7B9.0%3.0%$24.8B$0.17
2026.Q1$6.1B24.5%13.4%0.0%$884MM$142MM$1.0B8.7%3.5%$25.5B$0.5452.8
italics below = DCF projection · 10yr Rev CAGR: 6.7%
2027.Q1$7.0B+14.0%14.4%2.0%$986MM−$920MM$66MM8.6%$60MM3.8%$26.4B$2.0343.9
2028.Q1$7.7B+9.6%19.6%4.0%$1.4B−$952MM$492MM8.6%$417MM5.4%$27.3B$2.9730.0
2029.Q1$8.4B+9.0%23.1%6.0%$1.8B−$1.5B$350MM8.6%$273MM6.5%$28.8B$3.7323.9
2030.Q1$8.9B+6.3%23.1%8.0%$1.9B$0MM$1.9B8.6%$1.4B6.6%$28.8B$3.8922.9
2031.Q1$9.4B+5.3%23.1%10.0%$1.9B$0MM$1.9B8.6%$1.3B6.8%$28.8B$4.0022.3
Term. Yr+$12.2B4.1%14.2%20.0%$1.4B−$660MM$724MM8.6%$7.1B8.6%
Active scenario IV: $2 (-97.8% vs market)