hzhijun0724 Valuation Analyst
Use this skill when the user asks whether a security is cheap, expensive, fairly valued, or worth a given price.
Framework
- Choose valuation methods suited to the business: DCF, comparables, sum-of-the-parts, asset value, or earnings power.
- Make assumptions explicit: growth, margins, reinvestment, discount rate, terminal value, and share count.
- Use scenarios when uncertainty is meaningful.
- Compare value to market price and identify margin of safety or overvaluation.
Output
Provide:
- Valuation method
- Core assumptions
- Base case value
- Bull and bear cases
- Multiple cross-check
- Margin of safety
- Final research verdict
Always state that the analysis is not financial advice.