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Valuation

Automate buy-side valuation with AV, EPV, and GV outputs using SOTP and dynamic WACC.

4|1|Updated Mar 25, 2026
Search Tags:#modeling#valuation#beta#sotp#wacc#epv#cyclicality
One-click install
npx skills add https://github.com/pynbj1001/alpha-sense --skill valuation-pynbj1001
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Valuation
Source: https://github.com/pynbj1001/alpha-sense/tree/main/skills/Valuation
Command: npx skills add https://github.com/pynbj1001/alpha-sense --skill valuation-pynbj1001

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

买方机构级估值工作流难以在快速的研究环境中产出一致、可追溯的 AV/EPV/GV 三重估值，并与输入假设、敏感性分析保持对齐。

Core Features & Use Cases

  • SOTP 分部估值法（Sum of the Parts）在多业务线场景下提供分部估值，并对核心与非核心资产进行拆解。
  • 动态 WACC 建模：实时获取无风险利率、ERP 与 Beta，形成动态折现率以提高估值鲁棒性。
  • 周期股席勒 EPV 平滑：对强周期行业应用席勒化历史均值，降低周期性波动对估值的冲击。
  • Phase 1-3 数据获取、清洗、交叉验证和敏感性测试，输出结构化表格与最终估值结论。

Quick Start

在工作区输入 @估值 [公司] 即可触发完整估值流程并输出 AV/EPV/GV 与敏感性矩阵。

Frequently Asked Questions about Valuation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate buy-side valuation for multi-segment companies?▼

Automating buy-side valuation for multi-segment companies involves applying Sum of the Parts (SOTP) to break down core and non-core assets. This approach delivers structured AV, EPV, and GV outputs with sensitivity matrices for multi-segment coverage.

What is cycle-adjusted EPV and when do I need it for valuation?▼

Cycle-adjusted EPV applies Schiller smoothing to historical averages, reducing the impact of cyclicality on valuation. You need it for strong cyclical industries to ensure robust cycle-adjusted earnings power values.

How do I calculate dynamic WACC using real-time risk-free rates and beta?▼

Calculating dynamic WACC requires fetching real-time risk-free rates, equity risk premium (ERP), and beta. This forms a dynamic discount rate that improves valuation robustness compared to static assumptions.

Do I need REM test results and moat ratings before running a valuation model?▼

Yes, REM test results and moat ratings are enforced pre-conditions before running this valuation model. These inputs ensure the buy-side valuation workflow aligns with fundamental investment quality checks.

What's the best way to structure investment memos with AV, EPV, and GV outputs?▼

Structuring investment memos with AV, EPV, and GV outputs requires Phase 1-3 data validation and sensitivity testing. This generates structured data tables and a clear final valuation verdict suitable for research reports.

Does SOTP valuation handle non-core asset separation for single-name coverage?▼

Yes, SOTP valuation handles non-core asset separation for single-name coverage. It decomposes multi-business lines into core and non-core segments to provide a precise sum-of-the-parts valuation.

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