Mulya.ai
Ticker
WDC
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?13.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.985
Beta (levered) ?2.000
Terminal OM% ?6.3%
Segment conc. ?88% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 16.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

WDC · Western Digital Corporation

$586.452026-07-21
Sector: Technology; Industry: Computer Hardware; Sub-Industry: Technology Hardware, Storage & Peripherals

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$136
-76.8% vs market
Base · active
$136
-76.8% vs market
Bear
$38
-93.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $38
Base $136
Bull $136
Median $513
Market $586
Market Price $586
Mulya.ai Base $136
Analysts Median $513
Mulya.ai IV range ($38 · $136)
Analysts Range ($250 · $685)
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.Q3$6.3B-8.8%0.0%−$552MM−$108MM−$660MM13.5%-2.8%$19.8B$-4.48
2025.Q2$6.3B1.0%-6.4%36.7%−$255MM−$1.3B−$1.6B12.2%-1.3%$20.3B$-2.12
2025.Q3$6.3B0.0%-6.4%0.0%−$593MM−$1.0B−$1.6B14.7%-3.8%$10.7B$-2.12
2026.Q2$9.5B50.7%26.0%0.0%$2.7B−$262MM$2.4B12.8%22.8%$13.0B$4.95
2026.Q3$11.8B23.7%32.6%7.5%$3.6B−$517MM$3.0B14.2%29.7%$11.0B$17.2557.4
italics below = DCF projection · 10yr Rev CAGR: 19%
2027.Q3$17.8B+50.8%34.6%8.7%$5.6B−$483MM$5.1B12.6%$4.6B49.9%$11.5B$13.2744.2
2028.Q3$23.0B+29.4%30.6%10.0%$6.3B−$467MM$5.9B12.2%$4.6B54.0%$11.9B$14.9939.1
2029.Q3$27.5B+19.7%26.5%11.2%$6.5B−$454MM$6.0B11.8%$4.3B53.2%$12.4B$15.3838.1
2030.Q3$33.3B+20.9%22.5%12.5%$6.5B−$656MM$5.9B11.4%$3.7B51.4%$13.1B$15.5937.6
2031.Q3$40.2B+20.9%18.4%13.7%$6.4B−$920MM$5.5B11.0%$3.1B47.3%$14.0B$15.3138.3
Term. Yr+$69.7B4.1%6.3%20.0%$3.5B−$869MM$2.6B8.6%$21.1B16.6%
Active scenario IV: $136 (-76.8% vs market)