Mulya.ai
Ticker
VTR
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.760
Beta (levered) ?1.024
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 · 2026-05-17

VTR · Ventas, Inc.

$83.272026-05-17
Sector: Real Estate; Industry: REIT - Healthcare Facilities; Sub-Industry: Health Care REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-106.8% vs market
Base · active
$0
-129.3% vs market
Bear
$0
-113.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-11
Base $-24
Bull $-6
Market $83
Median $90
Market Price $83
Mulya.ai Base $-24
Analysts Median $90
Mulya.ai IV range ($-11 · $-6)
Analysts Range ($85 · $100)
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$3.8B11.0%7.9%$388MM$726MM$1.1B7.0%1.7%$22.7B$0.10
2022.Q4$4.1B7.9%11.7%29.3%$342MM$1.7B$2.0B7.7%1.5%$22.3B$-0.10
2023.Q4$4.5B8.9%9.2%23.9%$316MM$1.8B$2.1B7.8%1.4%$22.5B$-0.09
2024.Q4$4.9B9.5%13.8%0.0%$1.2B$922MM$2.1B11.3%5.2%$23.4B$0.17
2025.Q4$5.8B18.5%14.2%0.0%$874MM$967MM$1.8B9.0%3.6%$24.8B$0.5248.4
italics below = DCF projection · 10yr Rev CAGR: 7.5%
2026.Q4$6.6B+12.4%14.4%2.0%$925MM−$973MM−$48MM8.8%−$44MM3.7%$25.8B$1.9243.4
2027.Q4$7.1B+8.6%20.2%4.0%$1.4B−$984MM$400MM8.8%$338MM5.3%$26.8B$2.8828.9
2028.Q4$7.8B+9.5%20.8%6.0%$1.5B−$1.7B−$144MM8.7%−$112MM5.5%$28.4B$3.1726.3
2029.Q4$8.5B+8.7%20.8%8.0%$1.6B$0MM$1.6B8.7%$1.2B5.7%$28.4B$3.3724.7
2030.Q4$9.2B+7.9%20.8%10.0%$1.7B$0MM$1.7B8.7%$1.1B6.0%$28.4B$3.5623.4
Term. Yr+$12.5B4.1%14.2%20.0%$1.4B−$679MM$745MM8.6%$7.2B8.6%
Active scenario IV: $0 (-129.3% vs market)