# Valuation

> Use when pricing an entity or range. Skip a simple quote or lookup.

- Skill: `monarchjuno/valuation` (Agent Skill)
- Install (CLI): `npx skillmds@latest add monarchjuno/valuation`
- Raw SKILL.md: https://api.skillmd.com/api/skills/monarchjuno/valuation/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: monarchjuno (https://skillmd.com/u/monarchjuno)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/monarchjuno/valuation

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Adapted from HKUDS/Vibe-Trading `valuation-model` (MIT).
https://github.com/HKUDS/Vibe-Trading
Trimmed for Guru Terminal: no target price, rating, or order.
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# Valuation

Refine `research`. Do not replace it. Skip a simple price lookup.

1. Fix the entity, share class, as-of date, currency, and value basis. Separate
   observed inputs from forecasts.
2. 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.
3. Compute from explicit inputs with `finance_calculate` or `compute_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.
4. When WACC, growth, or terminal value dominate, report a sensitivity range,
   not a single precision figure.
5. 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.