Mulya.ai
Ticker
XYZ
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?12.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.812
Beta (levered) ?2.045
Terminal OM% ?26.7%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

XYZ · Block, Inc.

$77.702026-07-21
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Transaction & Payment Processing Services

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$178
+129.0% vs market
Base · active
$159
+105.1% vs market
Bear
$118
+52.4% vs market
Mulya.ai vs Analyst IV Comparison?
Market $78
Median $84
Bear $118
Base $159
Bull $178
Market Price $78
Mulya.ai Base $159
Analysts Median $84
Mulya.ai IV range ($118 · $178)
Analysts Range ($74 · $98)
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$21.9B2.1%11.7%$414MM−$1.0B−$628MM14.0%1.9%$21.8B$0.02
2024.Q4$21.9B0.0%2.1%0.0%$990MM−$838MM$152MM15.7%4.3%$24.2B$0.02
2025.Q1$24.1B10.1%8.6%0.0%$5.0B−$995MM$4.0B14.9%21.0%$23.1B$4.85
2025.Q4$24.1B0.0%8.6%22.8%$1.6B−$1.3B$315MM16.3%5.9%$31.1B$4.85
2026.Q1$24.5B1.5%14.4%24.6%$2.7B−$992MM$1.7B14.3%9.5%$25.0B$1.3513.2
italics below = DCF projection · 10yr Rev CAGR: 8.2%
2027.Q1$26.7B+9.1%15.4%24.1%$3.1B−$2.3B$801MM11.7%$717MM11.9%$27.3B$4.2618.2
2028.Q1$29.9B+11.8%15.4%23.7%$3.5B−$3.3B$178MM11.4%$143MM12.1%$30.6B$4.7916.2
2029.Q1$33.2B+11.2%15.4%23.2%$3.9B−$3.6B$329MM11.1%$238MM12.1%$34.2B$5.3614.5
2030.Q1$36.6B+10.2%15.4%22.8%$4.4B−$3.7B$644MM10.8%$421MM12.1%$37.9B$5.9413.1
2031.Q1$39.9B+9.2%15.4%22.3%$4.8B−$3.8B$1.0B10.5%$608MM12.0%$41.7B$6.5211.9
Term. Yr+$55.9B4.1%26.8%20.0%$12.0B−$3.7B$8.2B8.6%$68.5B13.1%
Active scenario IV: $159 (+105.1% vs market)