equity-valuation-framework

What problem does it solve?

It standardizes how to turn fetched financial statements and market inputs into a decision-ready equity valuation and investment memo, including scenarios, margin of safety, and an auditable risk register.

Core Features & Use Cases

• Data-quality gate: Validates freshness, completeness, and consistency and assigns a confidence tier to control how much precision the valuation should claim.
• Triangulated valuation modules: Produces relative valuation via multiples and, when cash-flow visibility is sufficient, an optional DCF valuation with required sensitivity analysis.
• Bull/Base/Bear with margin of safety: Builds explicit assumptions, ranks risks, and frames conclusions as attractiveness/watchlist/caution to support IC-style decisions.
• Decision-ready report template: Returns a structured output with required section order and clear disclosure of gaps that could change the view.

Quick Start

Ask for a structured memo by providing the required input bundle (ticker, as_of_date, financials, price history, peer set, macro snapshot, and news digest) and request a bull/base/bear valuation with a margin of safety and risk register.