Mulya.ai
Ticker
WDC
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?12.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.853
Beta (levered) ?1.947
Terminal OM% ?5.9%
Segment conc. ?88% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

WDC · Western Digital Corporation

$294.972026-05-17
Sector: Technology; Industry: Computer Hardware; Sub-Industry: Technology Hardware, Storage & Peripherals

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$177
-39.9% vs market
Base · active
$62
-79.0% vs market
Bear
$37
-87.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $37
Base $62
Bull $177
Market $295
Median $306
Market Price $295
Mulya.ai Base $62
Analysts Median $306
Mulya.ai IV range ($37 · $177)
Analysts Range ($230 · $340)
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
2022.Q2$16.9B7.2%9.2%$1.1B−$132MM$976MM10.0%4.4%$25.2B$2.18
2023.Q2$18.8B11.1%12.7%45.0%$1.3B−$178MM$1.1B11.7%5.1%$26.0B$4.11
2024.Q2$6.3B-66.7%-8.8%0.0%−$563MM$734MM$171MM13.0%-2.4%$20.6B$-4.48
2025.Q2$6.3B1.0%-6.4%36.7%−$255MM−$845MM−$1.1B12.2%-1.2%$21.0B$-2.12
2026.Q2$10.7B69.9%29.8%0.0%$3.5B$292MM$3.8B12.8%20.0%$13.7B$10.1234.7
italics below = DCF projection · 10yr Rev CAGR: 10.6%
2027.Q2$14.7B+36.5%29.8%2.0%$4.3B−$156MM$4.1B12.1%$3.7B30.9%$13.9B$11.3725.9
2028.Q2$17.6B+20.0%25.8%4.0%$4.4B−$129MM$4.2B11.8%$3.4B31.2%$14.0B$11.5825.5
2029.Q2$19.2B+9.1%21.8%6.0%$3.9B−$79MM$3.9B11.4%$2.8B28.0%$14.1B$10.4728.2
2030.Q2$20.8B+8.4%17.9%8.0%$3.4B−$91MM$3.3B11.1%$2.1B24.1%$14.2B$9.0932.4
2031.Q2$22.4B+7.7%13.9%10.0%$2.8B−$105MM$2.7B10.7%$1.6B19.7%$14.3B$7.4539.6
Term. Yr+$30.5B4.1%6.0%20.0%$1.5B−$693MM$760MM8.6%$6.2B8.6%
Active scenario IV: $62 (-79.0% vs market)