Stock Evaluator (Enhanced)

⚠️ 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.

⚠️ CRITICAL: DATA INTEGRITY RULES

ZERO FABRICATION POLICY

NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from:

1. 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 Template	Data Retrieved
1	"[TICKER] stock price market cap P/E ratio"	Price, Market Cap, P/E
2

DATA SOURCE HIERARCHY

Use sources in this priority order:

1. 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

Situation	Action	Display
Metric not found after searching	Display "N/A"	INLINECODE0
Data is outdated (>1 year old)

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
Label Notes
Price: $XX.XX or €XX.XX
Market Cap:
$XXB or €XXB |

Label	Notes
Price:	$XX.XX or €XX.XX
Market Cap:

Row 2: GROWTH METRICS | RISK INDICATORS
Label Notes
Revenue (YoY): XX.XX% with benchmark (>10%) - REPORTED only
Earning (YoY):
XX.XX% with benchmark (>0%) - REPORTED only |

Label	Notes
Revenue (YoY):	XX.XX% with benchmark (>10%) - REPORTED only
Earning (YoY):

Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASS
Label Notes
Current Ratio: X.XX with benchmark (1-2)
Cash:
$X.XB |

Label	Notes
Current Ratio:	X.XX with benchmark (1-2)
Cash:

Row 4: QUALITY SCORES | MOAT & OTHER
Label Notes
CQVS: XX.XX with benchmark range
Label:
Strong/Moderate/Weak |

Label	Notes
CQVS:	XX.XX with benchmark range
Label:

STANDARDIZED BENCHMARKS (Single Source of Truth)

Use these EXACT thresholds for color coding:

Metric	Green (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 | <1 | 1-2 | >2 |
| Current Ratio | 1-2 | 0.5-1 or 2-3 | <0.5 or >3 |
| Piotroski F | ≥7 | 4-6 | ≤3 |
| Altman Z | >2.99 | 1.81-2.99 | <1.81 |
| Beneish M | <-2.22 | -2.22 to -1.78 | >-1.78 |
| PEG (1Y) | <1 | 1-2 | >2 |
| RSI (14) | 30-50 | 50-70 | >70 or <30 |
| Short 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 Trap | 0-39 | 40-59 | 60-100 |
| Max 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

Evaluation Framework

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

Value Trap Indicator

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

Enhanced Technical Analysis

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

Fundamental Analysis Process

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:

1. 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

1. [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

1. [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]

Investment Recommendation Structure

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 and Exit Strategy

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):

1. [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:

1. 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

2. 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

3. 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

4. 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

5. 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

CODEBLOCK2

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: INLINECODE3

2. Eight Metric Sections (2-column grid)

Left Column	Right Column
Price & Valuation (blue)	Financial Performance (green)
Growth Metrics (emerald)

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)

1. 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 - risk100)
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

CODEBLOCK3

Complete Template Code

Use this exact template structure:

``jsx 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 }) => ( <div className={absolute ${position} flex flex-col items-center}> <div className={w-6 h-6 rounded-full ${getPersonaColor(score)} flex items-center justify-center text-white text-[8px] font-bold}> {score.toFixed(1)} </div> <div className="text-[7px] text-gray-600 mt-0.5">{name}</div> </div> ); const MetricBox = ({ label, value, benchmark, isGood, size = 'normal' }) => { let bgColor = 'bg-gray-50'; if (isGood === true) bgColor = 'bg-green-50 border-green-200'; if (isGood === false) bgColor = 'bg-red-50 border-red-200'; if (isGood === 'neutral') bgColor = 'bg-yellow-50 border-yellow-200'; return ( <div className={${bgColor} border p-1.5 flex flex-col justify-center items-center}> <div className="text-base font-bold text-gray-900">{value}</div> <div className="text-[9px] text-gray-600 text-center leading-tight">{label}</div> {benchmark && <div className="text-[8px] text-gray-400">{benchmark}</div>} </div> ); }; const SectionHeader = ({ title, bgColor }) => ( <div className={${bgColor} px-2 py-1 text-[10px] font-bold text-gray-700}> {title} </div> ); return ( <div className="w-full max-w-7xl mx-auto p-3 bg-white text-xs"> {/* Header */} <div className="bg-orange-500 text-white px-3 py-2 mb-1 text-lg font-bold text-center"> {ticker} - {companyName} </div> {/* TOP NEWS - Pipe separated with dates at END */} <div className="border border-gray-300 rounded p-2 mb-3 bg-gray-50"> <span className="font-bold text-[10px]">TOP NEWS:</span> <div className="text-[9px] mt-1">{topNewsString}</div> </div> {/* Top 4 sections */} <div className="grid grid-cols-2 gap-2 mb-3"> {/* Price & Valuation - Updated with dual PEG */} <div className="border border-gray-300 rounded overflow-hidden"> <SectionHeader title="PRICE & VALUATION" bgColor="bg-blue-100" /> <div className="grid grid-cols-7 gap-px bg-gray-200"> <MetricBox label="Price:" value={€${metrics.price}} /> <MetricBox label="Market Cap:" value={metrics.marketCap} /> <MetricBox label="Trailing P/E:" value={metrics.trailingPE} /> <MetricBox label="Forward P/E:" value={metrics.forwardPE} benchmark={(${metrics.subsectorTypicalPE})`} isGood={metrics.forwardPE < metrics.subsectorTypicalPE} />

搜索编号	查询模板	获取数据
1	[股票代码] 股价市值市盈率	价格、市值、市盈率
2

情况	操作	显示
搜索后未找到指标	显示N/A	value: N/A
数据过时（>1年）

标签	备注
价格：	$XX.XX 或 €XX.XX
市值：

标签	备注
营收（同比）：	XX.XX% 含基准（>10%）- 仅已报告数据
盈利（同比）：

标签	备注
流动比率：	X.XX 含基准（1-2）
现金：

标签	备注
CQVS：	XX.XX 含基准范围
标签：

stock-evaluator-v3股票评估器

stock-evaluator-v3

Stock Evaluator (Enhanced)

⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST

⚠️ CRITICAL: DATA INTEGRITY RULES

ZERO FABRICATION POLICY

MANDATORY WEB SEARCHES (minimum per analysis)

DATA SOURCE HIERARCHY

PROHIBITED

HANDLING UNAVAILABLE DATA

STANDARDIZED METRIC LABELS

Row 1: PRICE & VALUATION | FINANCIAL PERFORMANCELabelNotesPrice:$XX.XX or €XX.XXMarket Cap: $XXB or €XXB |

Row 2: GROWTH METRICS | RISK INDICATORSLabelNotesRevenue (YoY):XX.XX% with benchmark (>10%) - REPORTED onlyEarning (YoY): XX.XX% with benchmark (>0%) - REPORTED only |

Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASSLabelNotesCurrent Ratio:X.XX with benchmark (1-2)Cash: $X.XB |

Row 4: QUALITY SCORES | MOAT & OTHERLabelNotesCQVS:XX.XX with benchmark rangeLabel: Strong/Moderate/Weak |

STANDARDIZED BENCHMARKS (Single Source of Truth)

Overview

Default Currency: € (Euro)

IMPORTANT: Use REPORTED Growth Rates

Core Purpose

Evaluation Framework

Five Pillars of Stock Evaluation

Value Trap Indicator

What It Is

Value Trap Score Calculation (0-100, LOWER = more genuine, HIGHER = more trap)

Scoring Formula

Score Interpretation

Display Format

Investor Persona Scores

1. Warren Buffett Score

2. Charlie Munger Score

3. Ray Dalio Score

4. Peter Lynch Score

5. Benjamin Graham Score

6. Joel Greenblatt Score

7. John Templeton Score

8. George Soros Score

Display Format

Enhanced Technical Analysis

Ichimoku Cloud Analysis

Dual PEG Ratios

FCF Margin

News Sentiment & Short Interest

Fundamental Analysis Process

1. Business Understanding (Always First)

2. Financial Analysis (5-10 Year View)

3. Competitive Moat Assessment

4. Advanced Financial Health Metrics

5. Risk Analysis

Valuation Assessment

Required Valuation Methods

Valuation Synthesis

Technical Analysis (Entry Timing)

Key Technical Elements

Bull vs. Bear Case Analysis

Bull Case (Optimistic Scenario)

Bear Case (Pessimistic Scenario)

Balance Assessment

Investment Recommendation Structure

BUY Recommendation Criteria

HOLD Recommendation Criteria

SELL/AVOID Recommendation Criteria

Position Sizing Framework

Entry and Exit Strategy

Entry Strategy

Exit Strategy

Catalyst Identification

Key Analytical Constraints

Output Template

Quant-Style Dashboard Artifact

Dashboard Template Structure

Required Metrics by Section

Radar Chart Metrics (12 points, normalized 0-100)

Color Coding Rules

Complete Template Code

股票评估器（增强版）

⚠️ 关键：强制性交付物检查清单

⚠️ 关键：数据完整性规则

零虚构政策

强制性网络搜索（每次分析最低要求）

Row 1: PRICE & VALUATION | FINANCIAL PERFORMANCE
Label Notes
Price: $XX.XX or €XX.XX
Market Cap:
$XXB or €XXB |

Row 2: GROWTH METRICS | RISK INDICATORS
Label Notes
Revenue (YoY): XX.XX% with benchmark (>10%) - REPORTED only
Earning (YoY):
XX.XX% with benchmark (>0%) - REPORTED only |

Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASS
Label Notes
Current Ratio: X.XX with benchmark (1-2)
Cash:
$X.XB |

Row 4: QUALITY SCORES | MOAT & OTHER
Label Notes
CQVS: XX.XX with benchmark range
Label:
Strong/Moderate/Weak |

第1行：价格与估值 | 财务表现
标签备注
价格： $XX.XX 或 €XX.XX
市值：
$XXB 或 €XXB |

第2行：增长指标 | 风险指标
标签备注
营收（同比）： XX.XX% 含基准（>10%）- 仅已报告数据
盈利（同比）：
XX.XX% 含基准（>0%）- 仅已报告数据 |

第3行：流动性与自由现金流 | 内幕交易与市场情绪及分类
标签备注
流动比率： X.XX 含基准（1-2）
现金：
$X.XB |

第4行：质量评分 | 护城河及其他
标签备注
CQVS： XX.XX 含基准范围
标签：
强/中等/弱 |