Mulya.ai
Ticker
ZBH
Scenario
Key Inputs
Revenue est.?Analysttaper yr5
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?7.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.733
Beta (levered) ?0.990
Terminal OM% ?19.1%
Segment conc. ?44% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

ZBH · Zimmer Biomet Holdings, Inc.

$93.102026-07-21
Sector: Healthcare; Industry: Medical - Devices; Sub-Industry: Health Care Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$34
-63.0% vs market
Base · active
$42
-54.7% vs market
Bear
$42
-54.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $34
Base $42
Bear $42
Median $93
Market $93
Market Price $93
Mulya.ai Base $42
Analysts Median $93
Mulya.ai IV range ($42 · $34)
Analysts Range ($83 · $120)
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$7.4B18.6%3.1%$1.3B−$114MM$1.2B6.4%6.9%$19.3B$5.23
2024.Q4$7.4B0.0%18.6%12.7%$1.2B−$192MM$1.0B7.2%6.2%$19.5B$5.23
2025.Q1$7.7B3.8%18.0%12.9%$1.2B$18MM$1.2B6.6%6.2%$19.5B$4.62
2025.Q4$7.7B0.0%18.0%15.1%$1.2B−$198MM$976MM7.0%5.8%$20.9B$4.62
2026.Q1$8.4B9.5%16.8%15.8%$1.2B−$274MM$916MM6.5%5.7%$21.1B$3.8912.9
italics below = DCF projection · 10yr Rev CAGR: 3.9%
2027.Q1$8.6B+2.6%17.9%16.2%$1.3B−$554MM$737MM7.7%$684MM6.0%$21.6B$6.1315.2
2028.Q1$8.9B+3.6%18.3%16.6%$1.4B−$805MM$555MM7.8%$478MM6.2%$22.4B$6.4514.4
2029.Q1$9.3B+4.0%18.9%17.0%$1.5B−$956MM$500MM7.9%$399MM6.4%$23.4B$6.9113.5
2030.Q1$9.7B+4.2%19.7%17.4%$1.6B−$1.1B$511MM8.0%$378MM6.6%$24.4B$7.4712.5
2031.Q1$10.1B+4.2%19.7%17.9%$1.6B−$1.1B$502MM8.1%$344MM6.5%$25.6B$7.7412.0
Term. Yr+$12.9B4.1%19.1%20.0%$2.0B−$937MM$1.0B8.6%$10.5B8.6%
Active scenario IV: $42 (-54.7% vs market)