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tam-adj-peg

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Evaluate stock valuation with TAM-Adj-PEG, adjust PEG by growth runway and quality.

Finance & Accounting#growth analysis#business quality#stock valuation#profit quality#TAM-Adj-PEG
Authorhaskaomni
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a comprehensive valuation framework for stocks, adjusting traditional PEG by growth runway and quality, to help users make informed investment decisions.

Core Features & Use Cases

  • TAM-Adj-PEG Calculation: Evaluates a stock's valuation using TAM-Adj-PEG, adjusting traditional PEG by growth runway and quality.
  • Growth Analysis: Assesses expected 2-3 year EPS CAGR, revenue CAGR, TAM CAGR, and current revenue / TAM penetration.
  • Profit Quality: Analyzes gross margin, EBIT margin, free cash flow profile, capex intensity, and dilution risk.
  • Business Quality: Evaluates competitive position, pricing power, customer concentration, technology iteration risk, cyclicality, and key milestones.
  • Use Case: For a user analyzing a growth stock, this Skill can provide insights into whether the stock's valuation is cheap, expensive, TAM-supported, runway-supported, quality-adjusted, or suitable as core growth, high-beta growth, turnaround, option-like, or cyclical exposure.

Quick Start

Use the tam-adj-peg skill to evaluate the valuation of a stock with ticker 'AAPL'.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: tam-adj-peg
Download link: https://github.com/haskaomni/serenity-skill/archive/main.zip#tam-adj-peg

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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