# Send Stock Evaluator to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "stock-evaluator", "name": "Stock Evaluator", "source": "tencent", "type": "skill", "category": "开发工具", "sourceUrl": "https://clawhub.ai/Demandgap/stock-evaluator", "canonicalUrl": "https://clawhub.ai/Demandgap/stock-evaluator", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/stock-evaluator", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=stock-evaluator", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "ADVANCED-METRICS-GUIDE.md", "DASHBOARD-GUIDE.md", "EVALUATION-WORKFLOWS.md", "SKILL.md", "VALUATION-GUIDE.md" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "slug": "stock-evaluator", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-05-09T12:29:40.948Z", "expiresAt": "2026-05-16T12:29:40.948Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=stock-evaluator", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=stock-evaluator", "contentDisposition": "attachment; filename=\"stock-evaluator-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null, "slug": "stock-evaluator" }, "scope": "item", "summary": "Item download looks usable.", "detail": "Yavira can redirect you to the upstream package for this item.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/stock-evaluator" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/stock-evaluator", "downloadUrl": "https://openagent3.xyz/downloads/stock-evaluator", "agentUrl": "https://openagent3.xyz/skills/stock-evaluator/agent", "manifestUrl": "https://openagent3.xyz/skills/stock-evaluator/agent.json", "briefUrl": "https://openagent3.xyz/skills/stock-evaluator/agent.md" } } ``` ## Documentation ### ⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST Every analysis MUST include ALL of these: ☐ Technical Analysis (price action, indicators, key levels, Ichimoku Cloud) ☐ Fundamental Analysis (business, financials, competitive position) ☐ Advanced Financial Metrics (F-Score, Z-Score, M-Score, Max Drawdown, Value Trap Score) ☐ Investor Persona Scores (8 legendary investor frameworks) ☐ Valuation Assessment (multiple methods with margin of safety) ☐ Bull vs. Bear Case (both sides with balance assessment) ☐ Clear Recommendation (BUY / HOLD / SELL with conviction rating) ☐ Alternative Candidates (if SELL: provide 3-5 better alternatives) ☐ Enhanced Quant-Style Dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes) If you cannot complete any item, STOP and ask for clarification. ### ZERO FABRICATION POLICY NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from: A web search result with a cited source Company filings (10-K, 10-Q, earnings reports) Official financial data providers If data cannot be found → Use "N/A" or "--" ### MANDATORY WEB SEARCHES (minimum per analysis) You MUST perform these searches before populating the dashboard: Search #Query TemplateData Retrieved1"[TICKER] stock price market cap P/E ratio"Price, Market Cap, P/E2"[TICKER] ROE ROA profit margin 2024 annual report"Financial ratios3"[TICKER] revenue growth earnings growth FY2024"Growth rates (REPORTED)4"[TICKER] Piotroski F-Score"F-Score (or calculate)5"[TICKER] insider trading SEC Form 4 2025"Insider buys/sells6"[TICKER] short interest percentage float"Short interest7"[TICKER] RSI MACD 50-day 200-day moving average beta volatility"Technical indicators8"[TICKER] analyst price target consensus"Analyst targets ### DATA SOURCE HIERARCHY Use sources in this priority order: Official company filings (SEC EDGAR, company investor relations) Exchange data (NYSE, NASDAQ, LSE official) Verified financial data (Yahoo Finance, Google Finance, MarketWatch) SEC Form 4 (for insider trading ONLY) FINRA/exchange (for short interest ONLY) ### PROHIBITED Using training knowledge for ANY specific current numbers Analyst reports (per user preference) Estimates without sourcing "Common knowledge" assumptions ### HANDLING UNAVAILABLE DATA SituationActionDisplayMetric not found after searchingDisplay "N/A"value: "N/A"Data is outdated (>1 year old)Note the datevalue: "15.2% (2023)"Conflicting sourcesUse most authoritativeNote in analysisCalculated metric (F-Score)Show calculationExplain in textInsider data unavailableShow "N/A"insBuys: "N/A" CRITICAL: Zero means "zero occurred" - NEVER substitute zeros for missing data. ### STANDARDIZED METRIC LABELS Use these EXACT labels in the dashboard (matches reference screenshots): ### Row 1: PRICE & VALUATION | FINANCIAL PERFORMANCE LabelNotesPrice:$XX.XX or €XX.XXMarket Cap:$XXB or €XXBTrailing P/E:XX.XXForward P/E:XX.XXSubsector P/E:XX.XX or N/APEG (1Y):X.XX with benchmark (<1)ROE:XX.XX% with benchmark (>20%)ROA:XX.XX% with benchmark (>10%)Profit Margin:XX.XX% with benchmark (>20%)Operative Margin:XX.XX% with benchmark (>20%) - NOTE: "Operative" not "Operating"Gross Margin:XX.XX% with benchmark (>40%)ROIC:XX.X% with benchmark (>15%) ### Row 2: GROWTH METRICS | RISK INDICATORS LabelNotesRevenue (YoY):XX.XX% with benchmark (>10%) - REPORTED onlyEarning (YoY):XX.XX% with benchmark (>0%) - REPORTED onlyEPS (TTM):$X.XXForward EPS:$X.XXGrowth Rates:Capped: X.X% / Uncapped: X.X%Analyst Target:$XX.XXCRS (0-1):X.XX with benchmark (Medium)Debt/Equity (mrq):X.XX with benchmark (0.5-1)Piotroski F:X with benchmark (≥7)Altman Z:X.XX with benchmark (>3)Beneish M:X.XX with benchmark (<-1.78)Value Trap:XX (Label) ### Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASS LabelNotesCurrent Ratio:X.XX with benchmark (1-2)Cash:$X.XBDebt:$X.XB or N/AFCF Growth 5Y:XX.X% with benchmark (>5%)FCF Yield:X.XX% with benchmark (>4%)FCF Margin:XX.XX% with benchmark (>15%)Payout Ratio:XX.XX% with benchmark (<50%)Buys (12M):X - from SEC Form 4 or N/ASells (12M):X - from SEC Form 4 or N/ANet Shares (12M):+/-XXK - from SEC Form 4 or N/AShort Int (%):X.X%Sentiment / Articles:+X.XXX / XX (Positive/Negative)Stock: [Type] + Div Yield:Combined: "Stock: Growth" + "Div Yield: X.XX%"Sector/Industry:Combined: "Sector / Industry" ### Row 4: QUALITY SCORES | MOAT & OTHER LabelNotesCQVS:XX.XX with benchmark rangeLabel:Strong/Moderate/WeakValuation:XX.XXQuality:XX.XXStrength:XX.XXIntegrity:XX.XXBuffett Moat:X with benchmark (4-7)Greenblatt (MF):EY: X.X% / ROC: X.X% or N/ABeta: + Vol 1Y:Combined: "Beta: X.XX" + "Vol 1Y: XX.X%"Earnings Predict.:XX.X% with benchmark (>80%)Drawdown (5Y):-XX.X% with label (Low/Mid/High)Completeness: + Data Quality:Combined: "XX.X%" + "High/Medium/Low" ### STANDARDIZED BENCHMARKS (Single Source of Truth) Use these EXACT thresholds for color coding: MetricGreen (Good)Yellow (Neutral)Red (Warning)ROE>20%10-20%<10%ROA>10%5-10%<5%Profit Margin>20%10-20%<10%Operative Margin>20%10-20%<10%Gross Margin>40%25-40%<25%ROIC>15%8-15%<8%Debt/Equity<11-2>2Current Ratio1-20.5-1 or 2-3<0.5 or >3Piotroski F≥74-6≤3Altman Z>2.991.81-2.99<1.81Beneish M<-2.22-2.22 to -1.78>-1.78PEG (1Y)<11-2>2RSI (14)30-5050-70>70 or <30Short Interest<5%5-10%>10%FCF Yield>5%2-5%<2%FCF Margin>15%10-15%<10%Dividend Yield>2%1-2%<1% or >8%Value Trap0-3940-5960-100Max Drawdown>-30%-30% to -50%<-50%Revenue Growth>10%0-10%<0%Earnings Growth>0%-10% to 0%<-10% ### Overview This skill provides institutional-grade evaluation of potential stock investments. Unlike portfolio analysis which reviews existing positions, this skill evaluates stocks you're considering buying or deciding whether to purchase. The evaluation answers: Should I buy this stock? At what price should I enter? How much should I allocate? What's my upside and downside? When should I sell? ### Default Currency: € (Euro) All monetary values in the dashboard should be displayed in Euro (€) as the default currency: Price: €42.13 Market Cap: €78.3B Analyst Target: €56.45 Entry/Stop/Target prices: €38, €35, €56 EPS values: €1.39, €1.91 ### IMPORTANT: Use REPORTED Growth Rates For the dashboard metrics "Rev Growth" and "Earn Growth": USE REPORTED GROWTH - not underlying, adjusted, or organic figures Reported figures reflect actual GAAP/IFRS numbers including FX, acquisitions, disposals This provides a more accurate picture of what investors actually received Example: If underlying growth is 7% but reported is 2.2%, use 2.2% Same for earnings: Use reported EPS growth, not adjusted EPS growth ### Core Purpose Stock Evaluator is for: ✅ Evaluating potential investments BEFORE buying ✅ Analyzing watchlist candidates ✅ Getting buy/hold/sell recommendations with specific prices ✅ Comparing multiple investment opportunities ✅ Finding better alternatives to current consideration NOT for: ❌ Reviewing existing portfolio positions (use Portfolio Analyst skill) ❌ General stock market questions ❌ Stock screening or discovery from scratch ❌ Options, derivatives, or crypto analysis ### Five Pillars of Stock Evaluation 1. Valuation Assessment Is the stock undervalued, fairly valued, or overvalued? Multiple valuation methods (DCF, relative, Peter Lynch, asset-based) Margin of safety requirement (15-30%) Fair value estimate with confidence range 2. Quality Analysis Business model strength and competitive moat Financial health and trends (5-10 year view) Management quality and capital allocation Industry position and competitive advantages 3. Timing Assessment Technical setup and entry points Near-term catalysts and events Market sentiment and positioning Optimal entry price range 4. Position Sizing Allocation recommendation (% of portfolio) Based on conviction, risk, and diversification Maximum allocation limits Risk-adjusted sizing 5. Conviction Rating Strong Buy: High conviction, clear undervaluation, low risk Buy: Good opportunity, reasonable valuation, moderate risk Hold: Fairly valued, no compelling reason to buy now Avoid: Overvalued, significant risks, or better alternatives exist ### What It Is A Value Trap is when a stock appears undervalued (low P/E, low P/B) but is actually cheap for valid fundamental reasons. The stock keeps declining despite appearing "cheap." ### Value Trap Score Calculation (0-100, LOWER = more genuine, HIGHER = more trap) Components to evaluate (ADD points for trap indicators): 1. Price Momentum (25 points max) 6-month price change vs market: If underperforming by >20%, ADD 15-25 points 12-month price change: Sustained decline = ADD 10-20 points If price momentum is POSITIVE: ADD 0 points 2. Earnings Quality (25 points max) EPS trend (3 years): Declining = ADD 10-25 points Revenue trend: Declining = ADD 5-15 points Margin trend: Compressing = ADD 5-10 points If earnings quality is STRONG: ADD 0 points 3. Balance Sheet Health (25 points max) Debt levels increasing? ADD 5-15 points Cash flow negative or declining? ADD 10-20 points Working capital deteriorating? ADD 5-10 points If balance sheet is HEALTHY: ADD 0 points 4. Valuation Context (25 points max) Is low multiple justified by declining fundamentals? ADD 10-25 points Compare current fundamentals to when multiple was higher If fundamentals justify valuation: ADD 0 points ### Scoring Formula Value Trap Score = Momentum Penalty + Quality Penalty + Balance Sheet Penalty + Valuation Penalty (Score ranges from 0 to 100, where 0 = definitely genuine value, 100 = definite value trap) ### Score Interpretation 0-19: Genuine Value (likely undervalued, fundamentals intact) - GREEN 20-39: Probably Genuine (minor concerns, monitor) - LIGHT GREEN 40-59: Caution Zone (mixed signals, proceed carefully) - YELLOW 60-79: Likely Trap (multiple red flags) - ORANGE 80-100: Strong Trap Signal (avoid) - RED ### Display Format Value Trap: 21 (Genuine) Color coding: green <40, yellow 40-60, red >60 ### Investor Persona Scores Score each stock against 8 famous investor philosophies (0-10 scale). This helps users understand what type of investor the stock suits. ### 1. Warren Buffett Score Based on "The Warren Buffett Way" - seeks durable competitive advantages Key metrics weighted: ROE (>20%): 2 points Profit margin (>15%): 2 points Free cash flow positive & growing: 2 points Moat strength (brand, pricing power): 2 points Predictable earnings: 2 points Buffett likes: Predictable businesses, pricing power, low capex needs, consistent profitability ### 2. Charlie Munger Score Based on "Poor Charlie's Almanack" - mental latticework, inversion thinking Focus on: What could go WRONG (inversion principle) Scoring: Start at 10, subtract penalties: High debt (D/E > 2): -3 points Volatile earnings: -2 points Poor management history: -2 points No competitive moat: -2 points Accounting red flags: -3 points ### 3. Ray Dalio Score Based on "Principles" - All-Weather portfolio, economic machine understanding Key metrics: D/E ratio < 1: 2 points Beta < 1: 2 points Stable margins across cycles: 2 points Low earnings volatility: 2 points Recession resistance history: 2 points Dalio likes: Deleveraging plays, operational efficiency, cycle resilience ### 4. Peter Lynch Score Based on "One Up on Wall Street" - GARP (Growth at Reasonable Price) Primary metric: PEG Ratio (P/E ÷ Growth Rate) PEG < 0.5: 10 points PEG 0.5-1.0: 8 points PEG 1.0-1.5: 6 points PEG 1.5-2.0: 4 points PEG > 2.0: 2 points Adjustment factors: +1 if earnings growing consistently +1 if business easy to understand -1 if declining industry ### 5. Benjamin Graham Score Based on "The Intelligent Investor" - Margin of Safety Graham criteria (2 points each, max 10): P/E < 15 P/B < 1.5 Current ratio > 2 Positive earnings 10 years Dividend paid 20+ years ### 6. Joel Greenblatt Score Based on "The Little Book That Beats the Market" - Magic Formula Combines two rankings: Earnings Yield (EBIT/EV): Higher = better Return on Capital (EBIT/Net Fixed Assets + Working Capital): Higher = better Scoring: Combined rank in top 10% = 10 points, scaled down ### 7. John Templeton Score Based on contrarian, global value investing Key factors: Trading at multi-year lows: +3 points Out of favor with analysts: +2 points Strong fundamentals despite pessimism: +3 points Global perspective (non-US opportunity): +2 points ### 8. George Soros Score Based on "The Alchemy of Finance" - Reflexivity Key factors: Momentum and trend strength: 3 points Macro tailwinds: 3 points Market perception shifting: 2 points Inflection point catalyst: 2 points Soros likes: Macro plays, reflexive situations, trend participation ### Display Format Show 8 badges around radar chart with scores and color coding: Green (7-10): Strong fit Yellow (4-6.9): Moderate fit Red (0-3.9): Poor fit ### Ichimoku Cloud Analysis Components to Calculate: Tenkan-sen (Conversion Line): (9-period high + 9-period low) / 2 Kijun-sen (Base Line): (26-period high + 26-period low) / 2 Senkou Span A: (Tenkan-sen + Kijun-sen) / 2, plotted 26 periods ahead Senkou Span B: (52-period high + 52-period low) / 2, plotted 26 periods ahead Chikou Span (Lagging Span): Current close plotted 26 periods back Cloud (Kumo): Area between Senkou Span A and B Signals to Identify and Display: TK Bullish Cross: Tenkan-sen crosses above Kijun-sen (bullish) - mark with ◆ TK Bearish Cross: Tenkan-sen crosses below Kijun-sen (bearish) - mark with ◆ Kumo Twist Bullish: Cloud changes from red to green - mark with ◆ Kumo Twist Bearish: Cloud changes from green to red - mark with ◆ Price vs Cloud: Above cloud (bullish), Below cloud (bearish), In cloud (neutral) ### Dual PEG Ratios PEG (1Y): P/E ÷ 1-Year Forward Growth Estimate PEG (5Y): P/E ÷ 5-Year Historical Growth Rate Both provide different perspectives on growth valuation ### FCF Margin Formula: Free Cash Flow / Revenue × 100 Benchmark: >15% is excellent, >10% is good Shows cash generation efficiency relative to sales ### News Sentiment & Short Interest News Sentiment: -1 to +1 scale based on recent article sentiment Short Interest: % of float sold short (>10% = high, <5% = low) Both indicate market sentiment and potential squeeze/reversal ### 1. Business Understanding (Always First) What to Analyze: What does the company do? (products, services, business model) Revenue sources and breakdown Target customers and markets Competitive advantages (moat sources) Market position and share Industry dynamics and trends Management Evaluation: CEO background, tenure, track record CFO and key executives Capital allocation decisions (dividends, buybacks, acquisitions, R&D) Management compensation alignment Insider trading patterns (buying is bullish signal) Leadership quality from earnings calls and letters Competitive Position: Market share and trends Key competitors (identify 3-5 direct peers) What differentiates this company? Sustainable competitive advantages? ### 2. Financial Analysis (5-10 Year View) Research Process Order: Latest 10-K first - Understand current business and recent results Go back 5-10 years through historical 10-Ks - Understand evolution Review last 2-3 years of 10-Qs - Current trajectory Examine proxy statements - Governance and compensation Key Metrics to Analyze: Quality Benchmarks: ROE > 15% (return on equity) Profit Margin > 15% Gross Margin > 30% Debt < Annual Revenue Positive and growing Free Cash Flow Revenue growth over 5 years (inflation-adjusted) Trends to Assess: Revenue growth trajectory (accelerating/stable/decelerating?) Margin expansion or contraction (why?) Cash flow consistency and quality Balance sheet strength (debt levels, liquidity) Return on invested capital (ROIC) Working capital management Red Flags: Declining margins despite revenue growth Negative or inconsistent free cash flow Debt growing faster than cash generation Losing market share Chronic guidance misses Accounting irregularities ### 3. Competitive Moat Assessment Moat Strength: Wide / Narrow / None Evaluate Sources: Network effects: Product improves with more users? Brand loyalty: Pricing power from brand strength? Switching costs: Difficult/expensive to switch? Regulatory barriers: Licenses, patents, regulations? Cost advantages: Scale, technology, location? Intangible assets: Patents, trademarks, proprietary data? Moat Durability: How long can advantages be sustained? What could erode the moat? Is moat strengthening or weakening? Peer Comparison: Compare this company's moat vs. 3-5 direct competitors: Market share trends Profitability metrics (margins, ROE) Growth rates Financial strength ### 4. Advanced Financial Health Metrics Beyond basic quality metrics, calculate these advanced scores for deeper insight: Piotroski F-Score (Financial Strength) Purpose: 9-point score measuring financial strength across profitability, leverage, and operating efficiency. Scoring (0-9, higher is better): Profitability (4 points): ROA > 0: +1 Operating Cash Flow > 0: +1 ROA improving YoY: +1 Cash Flow from Operations > Net Income (quality of earnings): +1 Leverage/Liquidity (3 points): Long-term debt decreasing YoY: +1 Current ratio improving YoY: +1 No new shares issued in past year: +1 Operating Efficiency (2 points): Gross margin improving YoY: +1 Asset turnover ratio improving YoY: +1 Interpretation: 8-9: Excellent financial health 6-7: Good financial health 4-5: Adequate financial health 0-3: Weak financial health Altman Z-Score (Bankruptcy Risk) Purpose: Predicts probability of bankruptcy within 2 years. Formula (for public manufacturing companies): Z = 1.2(A) + 1.4(B) + 3.3(C) + 0.6(D) + 1.0(E) Where: A = Working Capital / Total Assets B = Retained Earnings / Total Assets C = EBIT / Total Assets D = Market Cap / Total Liabilities E = Sales / Total Assets Interpretation: Z > 2.99: Safe Zone (low bankruptcy risk) Z 1.81-2.99: Grey Zone (moderate risk) Z < 1.81: Distress Zone (high bankruptcy risk) Note: Adjust for non-manufacturing companies (different coefficients). Beneish M-Score (Earnings Manipulation Detection) Purpose: Identifies likelihood of earnings manipulation. Key Indicators (simplified approach): Days Sales Outstanding Index (increasing = warning) Gross Margin Index (declining = warning) Asset Quality Index (increasing = warning) Sales Growth Index (excessive growth = warning) Depreciation Index (declining = warning) SG&A Index (disproportionate change = warning) Leverage Index (increasing = warning) Total Accruals to Total Assets (high = warning) Interpretation: M-Score > -1.78: Likely manipulator (RED FLAG) M-Score < -1.78: Unlikely manipulator (clean) Practical Check (if full M-Score unavailable): Are accruals consistently high relative to cash flow? Is DSO rising faster than revenue? Are margins declining with revenue growth? Any accounting restatements or auditor changes? Max Drawdown (5-Year) Purpose: Measures largest peak-to-trough price decline. Calculation: Identify highest price in past 5 years Find lowest subsequent price before recovery Max Drawdown % = (Low - High) / High × 100 Interpretation: 0-20%: Low volatility (defensive stock) 20-40%: Moderate volatility (typical stock) 40-60%: High volatility (cyclical/growth) >60%: Extreme volatility (speculative) Consolidated Scores Strength Score (0-100): Composite of: Financial metrics (F-Score contribution) Profitability (ROE, margins) Growth rates Market position Integrity Score (0-100): Composite of: M-Score (earnings quality) Cash flow vs. earnings alignment Accounting practices Management transparency Predictability Score (0-100): Composite of: Revenue consistency (low volatility) Earnings consistency Business model stability Cyclicality assessment Data Quality Score (0-100): Completeness of financial data Recency of filings Auditor quality Disclosure transparency ### 5. Risk Analysis Company-Specific Risks: Execution risk (can management deliver?) Competition risk (share loss, new entrants) Product concentration (single product dependency) Customer concentration (few large customers) Key person risk (CEO dependency) Financial distress risk (Z-Score assessment) Earnings quality risk (M-Score assessment) Industry Risks: Disruption (technology or business model) Cyclicality (economic sensitivity) Regulation (policy changes) Commoditization (pricing power erosion) Structural decline (secular headwinds) Macro Risks: Economic (recession, inflation, rates) Geopolitical (trade wars, conflicts) Currency (FX exposure) Market (valuation levels, sentiment) Overall Risk Level: Low / Moderate / High Consolidated Risk Score: (0-1 scale, lower is better) Incorporates: Z-Score, volatility, leverage, earnings quality <0.30: Low Risk 0.30-0.60: Moderate Risk 0.60: High Risk ### Valuation Assessment Use multiple valuation methods - synthesize into fair value estimate. ### Required Valuation Methods 1. DCF Analysis (Discounted Cash Flow) Project free cash flows (5-10 years) Apply appropriate discount rate (WACC) Calculate terminal value Include margin of safety: 15-30% Sensitivity analysis with different assumptions 2. Relative Valuation Compare to 3-5 direct peer companies Key multiples: P/E, EV/EBITDA, Price/Sales, Price/Book Adjust for growth differentials Consider industry-specific multiples Use both current and historical peer averages 3. Peter Lynch Fair Value Growth-at-reasonable-price framework Compare P/E to growth rate (PEG ratio) Fair value when P/E ≈ growth rate Adjust for quality factors 4. Asset-Based (When Applicable) For REITs, financials, asset-heavy companies Book value or replacement cost Net asset value calculations ### Valuation Synthesis Fair Value Estimate: €X.XX Weight each method appropriately: DCF: 40% (if reliable cash flows) Relative: 30% (peer comparison) Peter Lynch: 30% (growth-adjusted) Margin of Safety: Current Price vs. Fair Value: X% discount/premium Required: Minimum 15% margin of safety Adequate: 15-30% margin of safety Excellent: >30% margin of safety Valuation Conclusion: UNDERVALUED: >15% below fair value (buy opportunity) FAIRLY VALUED: Within ±15% of fair value (hold) OVERVALUED: >15% above fair value (avoid/sell) ### Technical Analysis (Entry Timing) Focus on identifying optimal entry points, not full technical analysis. ### Key Technical Elements 1. Price Action (Last 30-60 Days) Current trend: Uptrend / Downtrend / Range-bound Recent price pattern Volume trends (increasing on rallies?) Momentum assessment 2. Key Levels Support levels: Where buying interest emerges Primary support: €X.XX Secondary support: €X.XX Resistance levels: Where selling pressure increases Primary resistance: €X.XX Secondary resistance: €X.XX 3. Technical Indicators RSI (Relative Strength Index): 70 = Overbought (may pullback) <30 = Oversold (potential bounce) 40-60 = Neutral MACD (Moving Average Convergence Divergence): Bullish crossover / Bearish crossover / Neutral Momentum accelerating or decelerating? Moving Averages: 50-day MA: €X.XX (price above/below?) 200-day MA: €X.XX (trend indicator) 4. Entry Assessment Technical Setup: Bullish / Neutral / Bearish Optimal Entry: Wait for pullback to support / Buy at market / Wait for breakout Entry Price Range: €X.XX - €X.XX Avoid Above: €X.XX (poor risk/reward) ### Bull vs. Bear Case Analysis MANDATORY: Every analysis must present both sides fairly. ### Bull Case (Optimistic Scenario) Potential Upside: +X% to €X.XX [Key bull argument 1 with specific evidence] [Key bull argument 2 with specific evidence] [Key bull argument 3 with specific evidence] For this to play out: [Required condition 1] [Required condition 2] ### Bear Case (Pessimistic Scenario) Potential Downside: -X% to €X.XX [Key bear argument 1 with specific evidence] [Key bear argument 2 with specific evidence] [Key bear argument 3 with specific evidence] This happens if: [Risk trigger 1] [Risk trigger 2] ### Balance Assessment Which case is more probable: [Bull / Bear / Balanced] [Explanation of why one case is more likely, considering: Quality of evidence for each side Historical precedent Management track record Industry dynamics Current valuation] ### BUY Recommendation Criteria Fair value >15% above current price (adequate margin of safety) Strong or improving fundamentals Reasonable or bullish technical setup Identifiable catalysts Acceptable risk level Conviction: Strong Buy or Buy ### HOLD Recommendation Criteria Fair value within ±15% of current price Stable fundamentals, no compelling catalyst Better opportunities may exist elsewhere Wait for better entry price Conviction: Hold ### SELL/AVOID Recommendation Criteria Fair value <-15% below current price (overvalued) Deteriorating fundamentals Significant risks Better alternatives available Must provide 3-5 alternative candidates Conviction: Avoid ### Position Sizing Framework Allocation recommendation based on: Conviction + Risk = Position Size Strong Buy (High Conviction, Low Risk): Position size: 5-8% of portfolio Maximum: 10% Buy (Moderate Conviction, Moderate Risk): Position size: 3-5% of portfolio Maximum: 7% Speculative/High Risk: Position size: 1-3% of portfolio Maximum: 5% Considerations: Diversification needs (avoid sector concentration) Correlation with existing holdings Overall portfolio risk Liquidity requirements User's risk tolerance (from project context) ### Entry Strategy NO scale-in strategies - recommend single entry approach: If BUY: Ideal Entry Price: €X.XX - €X.XX (optimal range) Maximum Buy Price: €X.XX (above this, risk/reward unfavorable) Approach: "Buy now at market" (if currently at good price) "Wait for pullback to €X.XX support" (if extended) "Buy on break above €X.XX" (if breakout setup) "Don't buy above €X.XX" (if overvalued) ### Exit Strategy Price Target (12-month): €X.XX (+X% upside) Conservative: €X.XX Base case: €X.XX Optimistic: €X.XX Stop Loss: €X.XX (-X% maximum loss) Technical stop: Below key support Fundamental stop: If thesis breaks Sell If (Thesis-Breaking Conditions): [Specific fundamental deterioration] [Specific competitive threat] [Specific valuation threshold] Hold Duration: Expected timeframe: [6-12 months / 1-3 years / 3-5+ years] Based on investment type (swing trade vs long-term hold) ### Catalyst Identification Identify specific events that could drive stock performance. Near-Term (0-6 months): Upcoming earnings: [Date] Product launches: [Event] Regulatory decisions: [Expected timing] Industry events: [Conference, data release] Medium-Term (6-18 months): Market expansion plans New product cycles Margin expansion initiatives Strategic partnerships Long-Term (18+ months): Structural industry trends Market share gains Technological leadership Business model evolution ### Key Analytical Constraints Critical Principles: No Press/News for Fundamental Analysis Use company filings only (10-K, 10-Q, 8-K, proxy) Use earnings call transcripts Do NOT rely on news articles or press releases Exception: News for recent developments, but verify in filings Magnitude Over Precision Focus on stocks with good margin of safety (>15%) Don't need perfect forecasts Better to be approximately right than precisely wrong Conservative assumptions better than optimistic Long-Term View Analyze 5-10 year trends, not just recent quarters Temporary setbacks vs. structural problems Sustainable competitive advantages matter most Short-term noise vs. long-term signal Compare Apples to Apples Benchmark against 3-5 direct competitors Not just broad market indices Industry-specific metrics and norms Adjust for company size and maturity Intellectual Honesty Acknowledge limitations and unknowns Present both bull and bear cases fairly Say "I don't know" when appropriate Update views when evidence changes ### Output Template # [SYMBOL] - [Company Name] Evaluation ## ⚠️ DELIVERABLES CHECKLIST ✓ ☑ Technical Analysis Complete ☑ Fundamental Analysis Complete ☑ Valuation Assessment Complete ☑ Bull vs. Bear Case Complete ☑ Clear Recommendation: **[BUY / HOLD / SELL]** ☑ Alternative Candidates: [If SELL, list 3-5 alternatives below] --- ## 📊 Executive Summary [2-3 sentence bottom-line assessment with key reasoning] **Recommendation: [BUY / HOLD / SELL]** **Conviction: [Strong Buy / Buy / Hold / Avoid]** --- ## 💰 Valuation Assessment **Fair Value Estimate: €X.XX** (Current: €X.XX) - **Margin of Safety: X%** [Adequate >15% / Insufficient <15%] - **Valuation: [UNDERVALUED / FAIRLY VALUED / OVERVALUED]** | Valuation Method | Fair Value | vs. Current | Weight | |-----------------|-----------|-------------|--------| | DCF Analysis | €X.XX | +X% | 40% | | Peer Relative | €X.XX | +X% | 30% | | Peter Lynch | €X.XX | +X% | 30% | | **Weighted Average** | **€X.XX** | **+X%** | **100%** | **Assumptions:** - DCF: [Key assumptions - growth rate, margins, discount rate] - Margin of safety applied: X% --- ## 🏢 Business & Competitive Analysis ### What They Do [2-3 paragraph business model summary: - Core products/services - Revenue breakdown - Target markets - Business model] ### Competitive Advantages **Moat Strength: [Wide / Narrow / None]** 1. **[Advantage 1]**: [Detailed explanation with evidence] 2. **[Advantage 2]**: [Detailed explanation with evidence] 3. **[Advantage 3]**: [Detailed explanation with evidence] **Moat Durability:** [How sustainable are these advantages? 3-5 years? 10+ years?] ### Management Quality Assessment **Overall Rating: [Excellent / Good / Adequate / Concerning]** - **CEO**: [Name] - [Background, tenure] - Track record: [Achievements/concerns] - Capital allocation: [Shareholder-friendly? Smart acquisitions?] - **CFO**: [Name] - [Financial stewardship] - **Insider Trading**: [Recent buying/selling activity] - **Key Insight**: [Overall management assessment] ### Competitive Position **Market Position:** - Market share: X% (#X in industry) - Share trend: [Gaining / Stable / Losing] **Key Competitors:** [List 3-5 direct peers] **Peer Comparison:** | Company | Mkt Cap | Revenue Growth | Profit Margin | ROE | P/E | Moat | |---------|---------|---------------|---------------|-----|-----|------| | [Target] | €XB | X% | X% | X% | X.X | [Rating] | | [Peer 1] | €XB | X% | X% | X% | X.X | [Rating] | | [Peer 2] | €XB | X% | X% | X.X | X.X | [Rating] | | [Peer 3] | €XB | X% | X% | X% | X.X | [Rating] | **Competitive Assessment:** [Is this the best company in the sector?] --- ## 📈 Financial Health Analysis ### Quality Metrics vs. Benchmarks | Metric | Current | 1Y Ago | 3Y Ago | 5Y Ago | Target | Status | |--------|---------|--------|--------|--------|--------|--------| | ROE | X% | X% | X% | X% | >15% | [✓/✗] | | Profit Margin | X% | X% | X% | X% | >15% | [✓/✗] | | Gross Margin | X% | X% | X% | X% | >30% | [✓/✗] | | Revenue Growth | X% | X% | X% | X% | >0% | [✓/✗] | | Debt/Revenue | X.X | X.X | X.X | X.X | <1.0 | [✓/✗] | | FCF | €XM | €XM | €XM | €XM | Positive | [✓/✗] | ### Advanced Financial Health Scores **Piotroski F-Score: X/9** [Excellent 8-9 / Good 6-7 / Adequate 4-5 / Weak 0-3] *Profitability:* X/4 - ROA positive: [✓/✗] - Operating CF positive: [✓/✗] - ROA improving: [✓/✗] - CF > Net Income: [✓/✗] *Leverage:* X/3 - Debt decreasing: [✓/✗] - Current ratio improving: [✓/✗] - No dilution: [✓/✗] *Efficiency:* X/2 - Margin improving: [✓/✗] - Turnover improving: [✓/✗] **Assessment:** [Detailed interpretation of F-Score] **Altman Z-Score: X.XX** [Safe >2.99 / Grey 1.81-2.99 / Distress <1.81] - **Bankruptcy Risk:** [Low / Moderate / High] - **Interpretation:** [Explanation of Z-Score and financial stability] **Beneish M-Score: X.XX** [Clean <-1.78 / Warning >-1.78] - **Earnings Quality:** [High / Moderate / Questionable] - **Red Flags:** [List any concerning indicators or state "None"] **Max Drawdown (5Y): -X%** [Low <20% / Moderate 20-40% / High 40-60% / Extreme >60%] - **Volatility Assessment:** [Low/Moderate/High volatility explanation] - **Peak price:** €X.XX ([Date]) - **Trough price:** €X.XX ([Date]) ### Consolidated Scores **Strength Score: X/100** (Financial power and market position) **Integrity Score: X/100** (Earnings quality and transparency) **Predictability Score: X/100** (Business consistency) **Data Quality Score: X/100** (Information completeness) **Overall Quality Rating: [Elite / Strong / Good / Adequate / Weak]** ### Financial Trends (5-10 Year View) **Revenue:** - [Trend description: growth rate, consistency, drivers] - [Any concerning patterns?] **Margins:** - Gross margin: [Expanding / Stable / Declining] - Operating margin: [Trend] - Net margin: [Trend] - Drivers: [Why are margins moving this way?] **Cash Flow:** - Operating cash flow: [Trend and quality] - Free cash flow: [Consistency, conversion] - Capital allocation: [Dividends, buybacks, capex, acquisitions] **Balance Sheet:** - Debt levels: [Conservative / Moderate / High] - Liquidity: [Strong / Adequate / Concerning] - Trend: [Strengthening / Stable / Weakening] ### 🚩 Red Flags [List any concerning trends or issues, or state "None identified"] --- ## 📉 Technical Analysis & Entry Timing ### Price Action (Last 30-60 Days) - **Current Price**: €X.XX - **52-Week Range**: €X.XX - €X.XX - **30-day Change**: [+/-X%] - **Trend**: [Uptrend / Downtrend / Range-bound] - **Volume**: [Increasing / Decreasing / Normal] ### Key Technical Levels **Support Levels:** - **Primary Support: €X.XX** - [Significance/reason] - **Secondary Support: €X.XX** - [Significance/reason] **Resistance Levels:** - **Primary Resistance: €X.XX** - [Significance/reason] - **Secondary Resistance: €X.XX** - [Significance/reason] ### Technical Indicators **RSI**: X.X [Overbought >70 / Neutral 30-70 / Oversold <30] **MACD**: [Bullish crossover / Bearish crossover / Neutral] - Interpretation: [Momentum assessment] **Moving Averages:** - 50-day MA: €X.XX - Price is [above/below] - 200-day MA: €X.XX - Price is [above/below] - Golden/Death Cross: [Any recent crossovers?] ### Entry Assessment **Technical Setup: [Bullish / Neutral / Bearish]** **Optimal Entry Strategy:** - [Buy now at market / Wait for pullback to €X.XX / Buy on breakout above €X.XX] - **Ideal Entry Range: €X.XX - €X.XX** - **Maximum Buy Price: €X.XX** (avoid above this) **Momentum: [Strong Bullish / Bullish / Neutral / Bearish / Strong Bearish]** --- ## ⚖️ Bull vs. Bear Case ### 🐂 Bull Case **Potential Upside: €X.XX (+X%)** 1. **[Bull Argument 1]**: [Specific evidence and reasoning] 2. **[Bull Argument 2]**: [Specific evidence and reasoning] 3. **[Bull Argument 3]**: [Specific evidence and reasoning] **For this to play out:** - [Required condition 1] - [Required condition 2] **Probability: [High / Moderate / Low]** ### 🐻 Bear Case **Potential Downside: €X.XX (-X%)** 1. **[Bear Argument 1]**: [Specific risk and reasoning] 2. **[Bear Argument 2]**: [Specific risk and reasoning] 3. **[Bear Argument 3]**: [Specific risk and reasoning] **This happens if:** - [Risk trigger 1] - [Risk trigger 2] **Probability: [High / Moderate / Low]** ### ⚖️ Balance Assessment **Which case is more probable: [Bull / Bear / Balanced]** [2-3 paragraph explanation of: - Weight of evidence for each side - Historical precedent - Management track record - Industry dynamics - Current valuation - Risk/reward assessment] --- ## ⚠️ Risk Analysis **Overall Risk Level: [Low / Moderate / High]** ### Key Risks **1. [Risk Category - e.g., Competition Risk]**: [Specific risk and potential impact. Probability: High/Medium/Low] **2. [Risk Category - e.g., Execution Risk]**: [Specific risk and potential impact. Probability: High/Medium/Low] **3. [Risk Category - e.g., Valuation Risk]**: [Specific risk and potential impact. Probability: High/Medium/Low] **4. [Risk Category - e.g., Macro Risk]**: [Specific risk and potential impact. Probability: High/Medium/Low] ### Risk Mitigation [How does the company/investment address these risks?] [What reduces the risk in this investment?] --- ## 🎯 Catalysts & Timeline ### Near-Term (0-6 months) - **[Date]**: [Specific catalyst - earnings, product launch, etc.] - **[Date]**: [Specific catalyst] ### Medium-Term (6-18 months) - [Expected development 1] - [Expected development 2] ### Long-Term (18+ months) - [Structural trend 1] - [Structural trend 2] **Expected Timeline to Target**: [6-12 months / 1-3 years / 3-5+ years] --- ## 💡 Investment Recommendation ### **RECOMMENDATION: [BUY / HOLD / SELL]** ### **Conviction: [Strong Buy / Buy / Hold / Avoid]** ### Rationale [2-3 paragraph synthesis of entire analysis: - Why this recommendation? - What makes it compelling (or not)? - How does valuation + fundamentals + technicals + catalysts = this conclusion? - What's the risk/reward?] --- ## 📍 Entry Strategy (if BUY) **Ideal Entry Price: €X.XX - €X.XX** - Reasoning: [Why this range?] **Maximum Acceptable Price: €X.XX** - Above this: Risk/reward unfavorable **Approach:** - [Buy now at market / Wait for pullback to €X.XX / Buy on breakout above €X.XX] - Reasoning: [Current technical setup justification] **DO NOT BUY IF:** - Price exceeds €X.XX without fundamental improvement - [Other specific condition] --- ## 🎯 Exit Strategy ### Price Targets (12-Month Horizon) - **Conservative**: €X.XX (+X%) - **Base Case**: €X.XX (+X%) - **Optimistic**: €X.XX (+X%) ### Stop Loss **Stop Loss: €X.XX (-X% maximum loss)** - Technical: Below €X.XX support - Fundamental: If [thesis-breaking condition] ### Sell Conditions (Thesis-Breaking) Exit position if any of these occur: 1. [Specific fundamental deterioration - e.g., "ROE drops below 10% for 2 consecutive quarters"] 2. [Specific competitive threat - e.g., "Loses >5% market share to competitor"] 3. [Specific valuation threshold - e.g., "Reaches €X.XX (>50% above fair value)"] ### Hold Duration **Expected Timeframe**: [6-12 months / 1-3 years / 3-5+ years] - Based on: [Investment type - swing trade vs. long-term hold] --- ## 📏 Position Sizing ### Recommended Allocation: X-X% of portfolio **Specific Recommendation: X%** **Rationale:** - Conviction level: [Strong Buy / Buy → drives size] - Risk level: [Low / Moderate / High → constrains size] - Diversification: [Sector exposure, correlation with existing holdings] - Liquidity: [Can exit position easily?] **Maximum Allocation: X%** - Risk management limit - Don't exceed even if highly convicted ### Sizing Guidelines Applied: - Strong Buy + Low Risk = 5-8% (max 10%) - Buy + Moderate Risk = 3-5% (max 7%) - Speculative + High Risk = 1-3% (max 5%) --- ## 🔑 Key Takeaways ### Top 3 Reasons to Invest 1. [Most compelling positive factor] 2. [Second most compelling positive factor] 3. [Third most compelling positive factor] ### Top 3 Concerns 1. [Biggest risk or concern] 2. [Second biggest risk or concern] 3. [Third biggest risk or concern] ### One-Sentence Investment Thesis [Single sentence capturing the complete investment case - why buy or avoid] --- ## 📚 Research Documentation **Sources Consulted:** - 10-K filings: [Fiscal years reviewed - e.g., FY2020-2024] - 10-Q filings: [Recent quarters - e.g., Q1-Q3 2025] - Earnings calls: [Dates reviewed] - Proxy statements: [Years reviewed] - Management letters: [Years reviewed] - Competitor analysis: [Companies benchmarked] **Analysis Depth:** - Historical period analyzed: [X years] - Peer companies compared: [Number and names] - Valuation methods used: [DCF, Relative, Peter Lynch, Asset-based] **Confidence Level: [High / Medium / Low]** - **Based on**: [Quality and completeness of available data] - **Gaps**: [Any areas where information is limited or unavailable] - **Limitations**: [Any constraints in the analysis] --- ## 🔄 Alternative Candidates (Required if SELL/AVOID) [If recommending SELL or AVOID, provide 3-5 better investment alternatives with brief rationale for each] ### Alternative 1: [Symbol] - [Company Name] **Why it's better**: [1-2 paragraph comparison] **Quick metrics**: [Valuation, growth, margins] ### Alternative 2: [Symbol] - [Company Name] **Why it's better**: [1-2 paragraph comparison] **Quick metrics**: [Valuation, growth, margins] ### Alternative 3: [Symbol] - [Company Name] **Why it's better**: [1-2 paragraph comparison] **Quick metrics**: [Valuation, growth, margins] [Continue for 4-5 alternatives if SELL recommendation] --- **Analysis Date**: [Current Date] **Next Review**: [Suggested review date based on catalysts or timeline] **Analyst**: Claude Stock Evaluator --- ## 📊 Quant-Style Dashboard **FINAL MANDATORY STEP**: Create a React artifact using the standardized quant-style dashboard template with: **Required Data to Populate:** - ✅ All 48 metrics across 8 sections (calculated above) - ✅ Historical price data (5 years, 6-12 points) - ✅ 1-year price + 6-month forecast (4-6 points) - ✅ MACD data (3-5 recent points) - ✅ RSI data (3-5 recent points) - ✅ Radar chart (12 metrics, normalized 0-100) - ✅ Bull case (target + 5 points) - ✅ Bear case (target + 5 points) - ✅ Entry/exit strategy (5 values) **Use the EXACT template code provided in the skill instructions above.** **DO NOT use placeholder values - populate with actual calculated data from this analysis.** [Create the React artifact here using the quant-style template] ### Quant-Style Dashboard Artifact MANDATORY: After completing the full text analysis, create a React dashboard artifact using the standardized quant-style template format. ### Dashboard Template Structure The dashboard uses a specific institutional-grade format with: 1. Header Section (Orange background) Format: TICKER - Company Name 2. Eight Metric Sections (2-column grid) Left ColumnRight ColumnPrice & Valuation (blue)Financial Performance (green)Growth Metrics (emerald)Risk Indicators (red)Liquidity & FCF (cyan)Insider & Sentiment (purple)Quality Scores (orange)Moat & Other (gray) Each section: 6 metric boxes with values, labels, benchmarks, color coding 3. Charts Section (3-column grid) Left: Linear Price Chart + MACD Price, Intrinsic Value, Market Value lines 5-year historical data MACD indicator below Center: Radar Chart + 1-Year Forecast 12-point radar (normalized 0-100) Consolidated advice badge 1-year price + 6-month forecast Right: Log Price Chart + RSI Log-scale price history Intrinsic value comparison RSI (14) indicator below 4. Key Notes Section (Expandable accordion) 3-column layout: Bull Case | Bear Case | Entry/Exit Strategy Click to expand/collapse 5. Footer Analysis date, data sources, recommendation ### Required Metrics by Section Price & Valuation (6 metrics): Price, Market Cap, Trailing P/E, Forward P/E, Subsector Typical P/E, PEG Ratio Financial Performance (6 metrics): ROE, ROA, Profit Margin, Operating Margin, Gross Margin, ROIC Growth Metrics (6 metrics): Revenue Growth (5Y), Earnings Growth, EPS (TTM), Forward EPS, Analyst Rec, Target Price Risk Indicators (6 metrics): Debt/Equity, Consolidated Risk, F-Score, Z-Score, M-Score, Max Drawdown (5Y) Liquidity & FCF (6 metrics): Current Ratio, Total Cash, Total Debt, FCF Growth 5Y, FCF Yield, Payout Ratio Insider & Sentiment (6 metrics): Insider Buys (12M), Insider Sells (12M), Net Shares (12M), RSI (14D), Stock Type, Sector Quality Scores (6 metrics): CQVS, Label, Valuation Score, Quality Score, Strength Score, Integrity Score Moat & Other (6 metrics): Moat Score (0-10), Beta, Predictability, Data Quality, Completeness, Dividend Yield ### Radar Chart Metrics (12 points, normalized 0-100) Revenue Growth (normalize: X% growth → scale to 100 for 20%+) Operating Margin (normalize: X% → 100 for 30%+) Gross Margin (normalize: X% → 100 for 60%+) Profit Margin (normalize: X% → 100 for 25%+) ROE (normalize: X% → 100 for 30%+) Risk Score (inverse of consolidated risk: 100 - risk*100) Beta Score (inverse: 100 for beta=0.5, 50 for beta=1.5, 0 for beta=2.5+) P/Market Discount (100 = deeply undervalued, 50 = fair, 0 = overvalued) Moat Score (moat rating * 10) FCF Yield (X% → 100 for 8%+) ROA (X% → 100 for 20%+) Earnings Growth (X% → 100 for 25%+) ### Color Coding Rules // Green (isGood: true) - Positive indicators ROE > 20%, ROA > 10%, Margins > 20%, ROIC > 15% Revenue Growth > 10%, Current Ratio 1-2, Z-Score > 3 M-Score < -1.78, FCF Growth > 0%, Payout < 50% F-Score >= 7, Quality >= 70, Strength >= 70 // Red (isGood: false) - Warning indicators Max Drawdown < -50%, Beta > 2, Consolidated Risk > 0.6 Predictability < 50%, F-Score <= 3, Z-Score < 1.81 M-Score > -1.78, Quality < 50 // Yellow (isGood: 'neutral') - Monitor F-Score 4-6, RSI 30-70, Moat 5-7, Quality 50-70 Beta 1.5-2.0, Predictability 50-70% ### Complete Template Code Use this exact template structure: import React, { useState } from 'react'; import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer, RadarChart, PolarGrid, PolarAngleAxis, PolarRadiusAxis, Radar, ReferenceLine, Area, ComposedChart, Scatter } from 'recharts'; const QuantDashboard = () => { const [showKeyNotes, setShowKeyNotes] = useState(false); // ============================================================ // POPULATE WITH STOCK-SPECIFIC DATA FROM ANALYSIS // ============================================================ const ticker = "TICKER"; // Replace const companyName = "Company Name"; // Replace const recommendation = "BUY"; // BUY, HOLD, SELL, SPECULATIVE BUY const analysisDate = "December 6, 2025"; // Current date const metrics = { // Price & Valuation - from analysis price: 100.00, marketCap: '€10B', trailingPE: 20.0, forwardPE: 18.0, subsectorTypicalPE: 25.0, peg1Y: 1.2, // NEW: 1-Year Forward PEG peg5Y: 2.5, // NEW: 5-Year PEG // Financial Performance - from 5-10 year analysis roe: 25.0, roa: 12.0, profitMargin: 20.0, opMargin: 25.0, grossMargin: 50.0, roic: 18.0, // Growth Metrics - from historical trends (USE REPORTED, not underlying) revGrowth: 15.0, // REPORTED revenue growth YoY earnGrowth: 20.0, // REPORTED earnings growth YoY epsTTM: 5.00, forwardEPS: 5.50, growthCapped: 10.0, // NEW: Capped sustainable growth estimate growthUncapped: 22.0, // NEW: Headline analyst growth estimate analystTarget: 120.00, // Risk Indicators - from advanced metrics section crs: 0.40, // Consolidated Risk Score (0-1 scale) debtEquity: 0.50, fScore: 7, // Piotroski F-Score zScore: 4.0, // Altman Z-Score mScore: -2.5, // Beneish M-Score valueTrapScore: 25, // NEW: 0-100, LOWER = genuine, HIGHER = trap valueTrapLabel: 'Genuine', // NEW: Genuine/Caution/Trap maxDrawdown: -30.0, // 5-year max drawdown % // Liquidity & FCF - from cash flow analysis currentRatio: 1.5, totalCash: '€2B', totalDebt: '€1B', fcfGrowth5Y: 12.0, // 5-year smoothed growth fcfYield: 5.0, fcfMargin: 18.5, // NEW: FCF / Revenue % payoutRatio: 30.0, // Insider & Sentiment - from SEC Form 4 or use "N/A" if unavailable insBuys: 0, // From SEC Form 4 - use actual count or "N/A" insSells: 0, // From SEC Form 4 - use actual count or "N/A" netShares: 'N/A', // From SEC Form 4 - use actual or "N/A" shortInterest: 2.5, // From FINRA/exchange - use actual or "N/A" newsSentiment: 0.25, // -1 to +1 scale newsArticleCount: 15, // Recent article count // Beta & Volatility beta: 1.0, // Stock beta vol1Y: 25.0, // 1-Year volatility % // Quality Scores - from consolidated scoring cqvs: 75.0, // Consolidated Quality & Valuation Score label: 'Quality Growth', // Elite/Compounder/Quality Growth/etc valuation: 70.0, // 0-100 quality: 80.0, // 0-100 strength: 75.0, // 0-100 integrity: 85.0, // 0-100 // Moat & Other buffettMoat: 8, // 0-10 scale (renamed from moat) greenblattEY: 6.5, // NEW: Earnings Yield % greenblattROC: 22.0, // NEW: Return on Capital % earningsPredict: 70, // Earnings Predictability 0-100 completeness: 85, // Data completeness 0-100 dataQuality: 'High', // High/Medium/Low divYield: 1.5, stockType: 'Growth', // Growth/Value/Cyclical/Defensive sector: 'Technology', industry: 'Software', // NEW: Investor Persona Scores (0-10 scale each) buffettScore: 7.5, // Durable competitive advantage seeker mungerScore: 6.8, // Inversion thinker, risk avoider dalioScore: 7.2, // All-weather, cycle resilient lynchScore: 8.0, // GARP - Growth at Reasonable Price grahamScore: 5.5, // Deep value, margin of safety greenblattScore: 6.0, // Magic Formula (EY + ROC) templetonScore: 4.5, // Contrarian, global value sorosScore: 3.0, // Reflexivity, macro trends // NEW: Valuation Lines for Charts marketValueCurrent: 95.00, intrinsicValueCurrent: 110.00, marketValueNextYear: 105.00, intrinsicValueNextYear: 120.00, unrestrictedMarketValueCurrent: 125.00, unrestrictedMarketValueNextYear: 140.00, // Valuation Assessment (for indicator below forecast) valuationPercent: 15, // Positive = undervalued, negative = overvalued valuationLabel: 'Undervalued', // Undervalued/Fairly Valued/Overvalued }; // TOP NEWS Headlines - Format: pipe-separated with dates at END in brackets const topNews = [ { headline: 'Company announces Q4 guidance above expectations', date: '05 Dec 2025' }, { headline: 'New product launch receives positive analyst coverage', date: '28 Nov 2025' }, { headline: 'Strategic partnership announced with major cloud provider', date: '15 Nov 2025' }, { headline: 'Q3 earnings beat estimates, revenue up 18% YoY', date: '02 Nov 2025' }, { headline: 'Management presents at investor conference, reaffirms outlook', date: '20 Oct 2025' }, ]; // Format TOP NEWS as pipe-separated string with dates at END const topNewsString = topNews.map(n => \`${n.headline} [${n.date}]\`).join(' | '); // Historical Price Data (10 years with multiple valuation lines) const priceHistory = [ { date: '2016', price: 25, totalReturn: 28, marketValueCurrent: 27, intrinsicValueCurrent: 30, marketValueNextYear: 29, intrinsicValueNextYear: 32, analystTarget: 30, unrestrictedCurrent: 28, unrestrictedNextYear: 31 }, { date: '2017', price: 35, totalReturn: 40, marketValueCurrent: 38, intrinsicValueCurrent: 42, marketValueNextYear: 40, intrinsicValueNextYear: 45, analystTarget: 42, unrestrictedCurrent: 40, unrestrictedNextYear: 44 }, { date: '2018', price: 45, totalReturn: 52, marketValueCurrent: 48, intrinsicValueCurrent: 55, marketValueNextYear: 52, intrinsicValueNextYear: 60, analystTarget: 55, unrestrictedCurrent: 52, unrestrictedNextYear: 58 }, { date: '2019', price: 55, totalReturn: 65, marketValueCurrent: 58, intrinsicValueCurrent: 68, marketValueNextYear: 62, intrinsicValueNextYear: 72, analystTarget: 65, unrestrictedCurrent: 65, unrestrictedNextYear: 72 }, { date: '2020', price: 50, totalReturn: 62, marketValueCurrent: 55, intrinsicValueCurrent: 65, marketValueNextYear: 60, intrinsicValueNextYear: 70, analystTarget: 62, unrestrictedCurrent: 62, unrestrictedNextYear: 70 }, { date: '2021', price: 75, totalReturn: 95, marketValueCurrent: 80, intrinsicValueCurrent: 90, marketValueNextYear: 85, intrinsicValueNextYear: 98, analystTarget: 90, unrestrictedCurrent: 92, unrestrictedNextYear: 105 }, { date: '2022', price: 65, totalReturn: 85, marketValueCurrent: 72, intrinsicValueCurrent: 85, marketValueNextYear: 78, intrinsicValueNextYear: 92, analystTarget: 82, unrestrictedCurrent: 85, unrestrictedNextYear: 95 }, { date: '2023', price: 80, totalReturn: 105, marketValueCurrent: 85, intrinsicValueCurrent: 100, marketValueNextYear: 92, intrinsicValueNextYear: 108, analystTarget: 98, unrestrictedCurrent: 100, unrestrictedNextYear: 115 }, { date: '2024', price: 95, totalReturn: 125, marketValueCurrent: 100, intrinsicValueCurrent: 115, marketValueNextYear: 108, intrinsicValueNextYear: 125, analystTarget: 115, unrestrictedCurrent: 120, unrestrictedNextYear: 135 }, { date: '2025', price: 100, totalReturn: 135, marketValueCurrent: 105, intrinsicValueCurrent: 120, marketValueNextYear: 115, intrinsicValueNextYear: 132, analystTarget: 125, unrestrictedCurrent: 130, unrestrictedNextYear: 145 }, ]; // 1 Year Price with 6-Month Forecast, MAs, and Bollinger Bands const oneYearData = [ { date: "Jan'25", price: 90, ma50: 88, ma200: 85, upperBand: 98, lowerBand: 82, forecast: null, ci95Upper: null, ci95Lower: null }, { date: "Mar'25", price: 88, ma50: 89, ma200: 86, upperBand: 96, lowerBand: 80, forecast: null, ci95Upper: null, ci95Lower: null }, { date: "May'25", price: 95, ma50: 91, ma200: 87, upperBand: 102, lowerBand: 84, forecast: null, ci95Upper: null, ci95Lower: null }, { date: "Jul'25", price: 92, ma50: 92, ma200: 88, upperBand: 100, lowerBand: 84, forecast: null, ci95Upper: null, ci95Lower: null }, { date: "Sep'25", price: 98, ma50: 94, ma200: 90, upperBand: 106, lowerBand: 86, forecast: null, ci95Upper: null, ci95Lower: null }, { date: "Nov'25", price: 100, ma50: 96, ma200: 92, upperBand: 108, lowerBand: 88, forecast: 100, ci95Upper: 108, ci95Lower: 92 }, { date: "Jan'26", price: null, ma50: null, ma200: null, upperBand: null, lowerBand: null, forecast: 108, ci95Upper: 120, ci95Lower: 96 }, { date: "Mar'26", price: null, ma50: null, ma200: null, upperBand: null, lowerBand: null, forecast: 115, ci95Upper: 130, ci95Lower: 100 }, ]; // NEW: Ichimoku Cloud Data (6-month view with signal markers) const ichimokuData = [ { date: 'Jun', price: 88, tenkan: 87, kijun: 85, senkouA: 84, senkouB: 82, chikou: 85, tkCrossMarker: null, kumoTwistMarker: null }, { date: 'Jul', price: 92, tenkan: 90, kijun: 87, senkouA: 86, senkouB: 84, chikou: 90, tkCrossMarker: 92, kumoTwistMarker: null }, // TK Bullish Cross { date: 'Aug', price: 95, tenkan: 93, kijun: 90, senkouA: 89, senkouB: 86, chikou: 93, tkCrossMarker: null, kumoTwistMarker: null }, { date: 'Sep', price: 98, tenkan: 96, kijun: 93, senkouA: 92, senkouB: 88, chikou: 96, tkCrossMarker: null, kumoTwistMarker: 92 }, // Kumo Twist Bullish { date: 'Oct', price: 96, tenkan: 97, kijun: 95, senkouA: 94, senkouB: 90, chikou: 94, tkCrossMarker: null, kumoTwistMarker: null }, { date: 'Nov', price: 100, tenkan: 98, kijun: 96, senkouA: 95, senkouB: 92, chikou: 98, tkCrossMarker: null, kumoTwistMarker: null }, ]; // NEW: Ichimoku Signals Summary const ichimokuSignals = { tkCross: 'TK Bullish Cross', kumoTwist: 'Kumo Twist Bullish', priceVsCloud: 'Above Cloud (Bullish)', }; // MACD Data (recent 6 months) const macdData = [ { date: 'Jun', macd: 0.5, signal: 0.3, histogram: 0.2 }, { date: 'Jul', macd: 1.2, signal: 0.6, histogram: 0.6 }, { date: 'Aug', macd: 1.5, signal: 1.0, histogram: 0.5 }, { date: 'Sep', macd: 1.8, signal: 1.3, histogram: 0.5 }, { date: 'Oct', macd: 1.2, signal: 1.4, histogram: -0.2 }, { date: 'Nov', macd: 0.8, signal: 1.2, histogram: -0.4 }, ]; // RSI Data (recent 6 months) const rsiData = [ { date: 'Jun', rsi: 45 }, { date: 'Jul', rsi: 55 }, { date: 'Aug', rsi: 62 }, { date: 'Sep', rsi: 68 }, { date: 'Oct', rsi: 58 }, { date: 'Nov', rsi: 55 }, ]; // Radar Chart Data (normalize all to 0-100 scale) const radarData = [ { metric: 'Rev Growth', value: 70, fullMark: 100 }, { metric: 'Op Margin', value: 75, fullMark: 100 }, { metric: 'Gross Margin', value: 65, fullMark: 100 }, { metric: 'Profit Margin', value: 60, fullMark: 100 }, { metric: 'ROE', value: 70, fullMark: 100 }, { metric: 'Risk (CRS)', value: 60, fullMark: 100 }, { metric: 'Beta Score', value: 70, fullMark: 100 }, { metric: 'P/Market Disc', value: 50, fullMark: 100 }, { metric: 'Moat', value: 80, fullMark: 100 }, { metric: 'FCF Growth', value: 55, fullMark: 100 }, { metric: 'ROA', value: 65, fullMark: 100 }, { metric: 'Earn Growth', value: 75, fullMark: 100 }, ]; // Key Notes Content - from Bull/Bear case analysis const bullCase = { target: "€130-150", // Bull case price target points: [ "Strong revenue growth momentum", "Expanding margins", "Market leadership position", "Favorable industry tailwinds", "Strong balance sheet" ] }; const bearCase = { target: "€70-80", // Bear case price target points: [ "Valuation compression risk", "Competitive pressures", "Macro sensitivity", "Execution risks", "Key person dependency" ] }; const entryStrategy = { idealEntry: "€90-95", // From Entry Strategy section currentEntry: "€100 acceptable", target: "€120 (+20%)", // 12-month target stopLoss: "€85 (-15%)", // Stop loss positionSize: "2-3%" // Recommended allocation }; // ============================================================ // COMPONENT CODE (Standard - use as-is) // ============================================================ // Helper: Value Trap color (LOWER = genuine = green, HIGHER = trap = red) const getValueTrapColor = (score) => { if (score < 40) return 'bg-green-100 border-green-400 text-green-800'; if (score < 60) return 'bg-yellow-100 border-yellow-400 text-yellow-800'; return 'bg-red-100 border-red-400 text-red-800'; }; // Helper: Get label for Value Trap score const getValueTrapLabel = (score) => { if (score < 20) return 'Genuine'; if (score < 40) return 'Probably Genuine'; if (score < 60) return 'Caution'; if (score < 80) return 'Likely Trap'; return 'Strong Trap'; }; // Helper: Persona score color const getPersonaColor = (score) => { if (score >= 7) return 'bg-green-500'; if (score >= 4) return 'bg-yellow-500'; return 'bg-red-500'; }; // Helper: News sentiment color const getSentimentColor = (sentiment) => { if (sentiment > 0.3) return 'text-green-600'; if (sentiment > 0) return 'text-green-500'; if (sentiment > -0.3) return 'text-yellow-600'; return 'text-red-600'; }; // Persona Badge Component const PersonaBadge = ({ name, score, position }) => (
{score.toFixed(1)}
{name}
); const MetricBox = ({ label, value, benchmark, isGood, size = 'normal' }) => { let bgColor = 'bg-gray-50'; if (isGood === true) bgColor = 'bg-green-50 border-green-200'; if (isGood === false) bgColor = 'bg-red-50 border-red-200'; if (isGood === 'neutral') bgColor = 'bg-yellow-50 border-yellow-200'; return (
{value}
{label}
{benchmark &&
{benchmark}
}
); }; const SectionHeader = ({ title, bgColor }) => (
{title}
); return (
{/* Header */}
{ticker} - {companyName}
{/* TOP NEWS - Pipe separated with dates at END */}
TOP NEWS:
{topNewsString}
{/* Top 4 sections */}
{/* Price & Valuation - Updated with dual PEG */}
{/* Financial Performance */}
= 20 ? true : metrics.roe >= 10 ? 'neutral' : false} /> = 10} /> = 20 ? true : metrics.profitMargin >= 10 ? 'neutral' : false} /> = 20} /> = 40} /> = 15} />
{/* Next 4 sections */}
{/* Growth Metrics */}
= 10} /> = 0} /> metrics.epsTTM} />
{/* Risk Indicators */}
= 7 ? true : metrics.fScore >= 4 ? 'neutral' : false} /> = 2.99 ? true : metrics.zScore >= 1.81 ? 'neutral' : false} />
{/* Next 4 sections */}
{/* Liquidity & Free Cash Flow */}
= 1 && metrics.currentRatio <= 2 ? true : 'neutral'} /> = 5} /> = 4} /> = 15 ? true : metrics.fcfMargin >= 10 ? 'neutral' : false} />
{/* Insider & Sentiment & Class */}
metrics.insSells} /> 0 ? '+' : ''}${metrics.newsSentiment.toFixed(3)} / ${metrics.newsArticleCount}\`} benchmark={metrics.newsSentiment > 0 ? '(Positive)' : '(Negative)'} isGood={metrics.newsSentiment > 0} />
{/* Last 2 sections */}
{/* Quality Scores */}
= 70 ? true : metrics.cqvs >= 50 ? 'neutral' : false} /> = 70} /> = 70 ? true : metrics.quality >= 50 ? 'neutral' : false} /> = 70} /> = 70 ? true : metrics.integrity >= 50 ? 'neutral' : false} />
{/* Moat & Other */}
= 7 ? true : metrics.buffettMoat >= 4 ? 'neutral' : false} /> = 8 ? true : metrics.greenblattEY >= 4 ? 'neutral' : false} /> = 80 ? true : metrics.earningsPredict >= 60 ? 'neutral' : false} /> -30 ? '(Low)' : metrics.maxDrawdown > -50 ? '(Mid)' : '(High)'} isGood={metrics.maxDrawdown > -30 ? true : metrics.maxDrawdown > -50 ? 'neutral' : false} />
{/* Charts Section - Enhanced with Legends */}
{/* Linear Price Chart + MACD */}
LINEAR PRICE CHART (10Y)
— Close Price — Total Return
- - Market Value (Current): €{metrics.marketValueCurrent}
- - Intrinsic Value (Current): €{metrics.intrinsicValueCurrent}
- - Analyst Target: €{metrics.analystTarget}
MACD
{/* Radar + Investor Personas + Forecast */}
{/* Investor Persona Badges */}
Advice: {recommendation} (CQVS: {metrics.cqvs.toFixed(1)})
1Y PRICE + 6-MONTH FORECAST
— Close — 50-Day MA — 200-Day MA ▒ Bollinger Bands - - Forecast
{/* Valuation Indicator */}
10 ? 'text-green-600' : metrics.valuationPercent < -10 ? 'text-red-600' : 'text-yellow-600'}\`}> {metrics.valuationLabel} ({metrics.valuationPercent > 0 ? '+' : ''}{metrics.valuationPercent}%)
{/* Log Price + RSI */}
LOG PRICE CHART (10Y)
— Close Price — Total Return
- - Unrestr. Market Value (Current): €{metrics.unrestrictedMarketValueCurrent}
- - Unrestr. Market Value (Next Year): €{metrics.unrestrictedMarketValueNextYear}
RSI (14) = {rsiData[rsiData.length - 1].rsi}
{/* NEW: Ichimoku Cloud Chart */}
ICHIMOKU CLOUD
— Close Price — Tenkan-sen (9) — Kijun-sen (26) — Chikou Span ▒ Senkou Span A/B (Cloud) ◆ TK Cross ◆ Kumo Twist
{ichimokuSignals.tkCross} {ichimokuSignals.kumoTwist} {ichimokuSignals.priceVsCloud}
{/* Key Notes (Expandable) */}
{showKeyNotes && (
{/* Bull Case */}
BULL CASE ({bullCase.target})
    {bullCase.points.map((point, i) =>
  • {point}
    • )}
{/* Bear Case */}
BEAR CASE ({bearCase.target})
    {bearCase.points.map((point, i) =>
  • {point}
    • )}
{/* Entry/Exit Strategy */}
ENTRY/EXIT STRATEGY
  • Ideal Entry: {entryStrategy.idealEntry}
  • Current: {entryStrategy.currentEntry}
  • Target: {entryStrategy.target}
  • Stop Loss: {entryStrategy.stopLoss}
  • Position Size: {entryStrategy.positionSize}
)}
{/* Footer */}
Analysis Date: {analysisDate} | Sources: SEC Filings, Company Reports | {recommendation}
); }; export default QuantDashboard; ### Implementation Instructions CRITICAL STEPS: Calculate all metrics during the comprehensive text analysis Store metrics in variables as you calculate them After completing full text analysis, create the React artifact Replace ALL placeholder values in the template with actual calculated data Use the EXACT template structure - do not modify the component code Populate these specific data arrays: metrics object (60+ values including investor persona scores) topNews array (5 recent headlines with dates) priceHistory array (10-year data with multiple valuation lines) oneYearData array (with MAs, Bollinger Bands, forecast) ichimokuData array (6-month with signal markers) ichimokuSignals object (TK cross, Kumo twist, price vs cloud) macdData array (6 recent points with histogram) rsiData array (6 recent points) radarData array (12 metrics, normalized 0-100) bullCase.points (5 points from bull case analysis) bearCase.points (5 points from bear case analysis) entryStrategy (5 values from entry/exit strategy) Normalize radar chart values properly: Each metric on 0-100 scale Higher is always better (invert risk/beta if needed) Use scaling formulas provided above Format values correctly: Currency: "€100.00" (Euro is the default - use € not $) Large numbers: "€10B", "€2.5M" Percentages: 15.0 (number, not string with %) Ratios: 1.25 (number) Scores: 7 (integer) or 75.0 (float) Growth metrics: Use REPORTED revenue growth (not underlying/organic) Use REPORTED earnings growth (not adjusted EPS growth) DO NOT: Leave placeholder values Modify the component structure Skip any sections Use estimated/guessed data This is the ONLY accepted dashboard format. All other dashboard styles are deprecated. ### Portfolio Awareness Access portfolio data from project knowledge Check if stock is already owned (if so, suggest using Portfolio Analyst) Assess fit with existing holdings (sector exposure, correlation) Consider position sizing in context of current allocations ### Investment Profile User's investment timeline, risk tolerance, preferences in project instructions Tailor recommendations to user's profile Consider tax implications from user's context Adjust position sizing based on portfolio size and risk tolerance ### Avoiding Duplication If stock is already in portfolio: Acknowledge: "You already own [SYMBOL]. For analysis of your existing position, use the Portfolio Analyst skill." Still provide evaluation if user wants fresh assessment Frame as "Should you add more?" rather than initial purchase ### When to Use This Skill Use Stock Evaluator when: User asks "Should I buy [stock]?" User wants evaluation of watchlist candidates User requests stock recommendations User asks "Is [stock] a good investment?" User wants to compare multiple potential investments User asks for alternatives to a stock they're considering User wants entry price and position sizing guidance User requests a "quant-style dashboard" or "stock visualization" Do NOT use this skill when: User wants to review existing portfolio positions → Use Portfolio Analyst User wants general market commentary → Regular knowledge User wants stock screening/discovery → Different workflow User asks about options, derivatives, crypto → Out of scope Output includes: Comprehensive text analysis (all sections above) Quant-style React dashboard artifact (standardized visual format) ### Research Approach Start with company filings (10-K, 10-Q) - NOT news articles Go back 5-10 years - Understand evolution, not just current state Compare to 3-5 peers - Apples to apples comparison Multiple valuation methods - Don't rely on single approach Present both sides - Bull and bear cases fairly Be specific - Use actual data, not generalities ### Valuation Discipline Always require minimum 15% margin of safety Use conservative assumptions in DCF Weight multiple valuation methods Consider industry-specific norms Don't overpay for growth ### Risk Awareness Explicitly identify and quantify risks Consider probability and impact Acknowledge unknowns honestly Don't just focus on upside ### Communication Lead with clear recommendation Support every claim with evidence Use specific numbers and dates Explain reasoning, don't just state conclusions Make recommendations unmistakable ### Quality Companies Consistent profitability over full cycle (5-10 years) Strong balance sheet (low debt, high cash) Competitive moats (wide or narrow) Shareholder-friendly capital allocation Predictable business model ### Value Traps (AVOID) Cheap for a reason (declining business) High debt with weak cash flow Losing market share consistently No competitive advantages Poor management capital allocation ### Growth at Reasonable Price (GARP) Strong revenue growth (15-25%+) Expanding margins Large addressable market Competitive advantages Reasonable valuation (PEG < 1.5) ### Turnaround Candidates New management with track record Improving key metrics quarter-over-quarter Catalyst for change Deep value with margin of safety Reduced debt or improved cash flow ### Quality Checks Before Finalizing Before presenting analysis, verify: ### DATA INTEGRITY CHECKS (CRITICAL - CHECK FIRST) ✅ Every numeric metric has a cited source from web search? ✅ No insider activity fabricated? (SEC Form 4 or N/A) ✅ No short interest fabricated? (FINRA/exchange or N/A) ✅ ROE benchmark correct? (>20% = green, 10-20% = yellow, <10% = red) ✅ Standardized metric labels used? (e.g., "Operative Margin", not "Operating") ✅ All unavailable data shows "N/A"? (NEVER zeros or estimates) ✅ TOP NEWS format correct? (pipe-separated, dates at END in brackets) ✅ Valuation indicator displayed below forecast? (Undervalued/Fairly Valued/Overvalued +/- %) ✅ Beta + Vol 1Y combined in one cell? ✅ Sector/Industry combined in one cell? ### ANALYSIS COMPLETENESS CHECKS ✅ All mandatory deliverables completed? ✅ Multiple valuation methods used? ✅ Both bull and bear cases presented? ✅ Clear BUY/HOLD/SELL recommendation? ✅ Specific entry price and position size? ✅ 3-5 peer companies compared? ✅ 5-10 year financial trends analyzed? ✅ Research based on company filings, not news? ✅ Margin of safety calculated? ✅ Risk level assessed? ✅ If SELL: 3-5 alternatives provided? ✅ Technical entry points identified? ✅ Advanced metrics calculated (Piotroski F, Altman Z, Beneish M, Max Drawdown)? ✅ All monetary values in € (Euro)? ✅ Revenue/Earnings growth using REPORTED (not underlying/adjusted) figures? ✅ Value Trap Score calculated (0-100, LOWER = genuine)? ✅ All 8 Investor Persona Scores calculated (0-10)? ✅ PEG ratio calculated? ✅ FCF Margin calculated? ✅ Greenblatt Magic Formula metrics (EY, ROC)? ✅ News sentiment and short interest researched? ✅ Ichimoku Cloud data gathered with signal markers? ✅ TOP NEWS section populated (5 recent headlines)? ✅ 10-year price history with valuation lines available? ✅ Enhanced dashboard created with ALL 60+ metrics populated? ### FINAL VALIDATION QUESTIONS Can you cite source for EVERY number in the dashboard? Did any metric come from training knowledge alone? (If yes, search again or use N/A) Are insider buys/sells from SEC Form 4 specifically? (If not found, use N/A) If any checklist item incomplete: STOP and gather more information. If data genuinely unavailable after searching: Use "N/A" - never fabricate. ### Example Evaluation Structure [See complete example in EVALUATION-WORKFLOWS.md for detailed walkthrough] ### Continuous Improvement After each evaluation: Track recommendation outcomes Learn from what worked/didn't work Refine valuation assumptions Improve pattern recognition Update industry knowledge The goal is to discover genuinely attractive investment opportunities that fit the user's profile with adequate margin of safety and acceptable risk. ## Trust - Source: tencent - Verification: Indexed source record - Publisher: Demandgap - Version: 1.0.0 ## Source health - Status: healthy - Item download looks usable. - Yavira can redirect you to the upstream package for this item. - Health scope: item - Reason: direct_download_ok - Checked at: 2026-05-09T12:29:40.948Z - Expires at: 2026-05-16T12:29:40.948Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/stock-evaluator) - [Send to Agent page](https://openagent3.xyz/skills/stock-evaluator/agent) - [JSON manifest](https://openagent3.xyz/skills/stock-evaluator/agent.json) - [Markdown brief](https://openagent3.xyz/skills/stock-evaluator/agent.md) - [Download page](https://openagent3.xyz/downloads/stock-evaluator)