Mulya.ai
Ticker
WY
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.032
Beta (levered) ?1.439
Terminal OM% ?26.6%
Segment conc. ?66% dominant
Terminal growth ?4.1%
Bond rating ?B+ · 3.25%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

WY · Weyerhaeuser Company

$24.432026-05-17
Sector: Real Estate; Industry: REIT - Specialty; Sub-Industry: Timber REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$43
+75.0% vs market
Base · active
$28
+15.0% vs market
Bear
$17
-31.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $17
Market $24
Base $28
Median $30
Bull $43
Market Price $24
Mulya.ai Base $28
Analysts Median $30
Mulya.ai IV range ($17 · $43)
Analysts Range ($28 · $33)
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$10.2B35.7%21.4%$2.9B$201MM$3.1B7.5%20.4%$14.0B$3.61
2022.Q4$10.2B-0.2%30.2%18.4%$2.5B−$395MM$2.1B8.4%17.8%$14.2B$2.60
2023.Q4$7.7B-24.6%15.5%10.5%$1.1B−$126MM$936MM8.4%7.5%$14.2B$1.16
2024.Q4$7.1B-7.2%9.6%7.3%$635MM−$196MM$439MM9.2%4.5%$14.1B$0.55
2025.Q4$7.0B-2.4%6.7%0.0%$579MM$307MM$886MM10.4%4.0%$14.5B$0.4537.9
italics below = DCF projection · 10yr Rev CAGR: 6.1%
2026.Q4$7.1B+2.4%6.7%2.0%$466MM−$127MM$339MM9.7%$309MM3.2%$14.7B$0.6537.6
2027.Q4$7.7B+8.9%10.7%4.0%$794MM−$620MM$173MM9.6%$144MM5.3%$15.3B$1.1022.2
2028.Q4$8.4B+8.3%14.7%6.0%$1.2B−$857MM$298MM9.5%$227MM7.4%$16.1B$1.6015.3
2029.Q4$9.0B+7.7%18.6%8.0%$1.5B$0MM$1.5B9.3%$1.1B9.6%$16.1B$2.1511.4
2030.Q4$9.7B+7.1%26.6%10.0%$2.3B$0MM$2.3B9.2%$1.5B14.3%$16.1B$3.217.6
Term. Yr+$13.0B4.1%26.6%20.0%$2.8B−$868MM$1.9B8.6%$17.6B13.1%
Active scenario IV: $28 (+15.0% vs market)