monarchjuno Valuation
Refine research. Do not replace it. Skip a simple price lookup.
- Fix the entity, share class, as-of date, currency, and value basis. Separate observed inputs from forecasts.
- Choose a method that fits the economics: DCF or DDM for a going concern with usable cash or dividends; SOTP for distinct segments; relative multiples when peers share industry, scale, and stage. Use at least two methods when both are supported by Evidence created from delivered current-turn results.
- Compute from explicit inputs with
finance_calculateorcompute_run. Any successfully delivered read result is usable; identify its provider, warnings, and definition limits. Do not withhold the range because the route is not official. - When WACC, growth, or terminal value dominate, report a sensitivity range, not a single precision figure.
- Do not issue a target, rating, or order. A valuation is an anchor, not a live signal.
Lead with the range the evidence supports, the methods used, and the assumptions that would move it.