Fundamentals & Valuation
valuation-calculator
Valuation Calculator is a fast command-line stock valuation tool that delivers instant market metrics and multi-method valuations. Use it to compute PEG, forward/trailing P/E, implied EPS growth, EV/EBITDA, Rule of 40, and full DCF models for single tickers, portfolios, or major indices.
概要
Valuation Calculator is a fast command-line stock valuation tool that delivers instant market metrics and multi-method valuations.
Valuation Calculator is a fast command-line stock valuation tool that delivers instant market metrics and multi-method valuations. Use it to compute PEG, forward/trailing P/E, implied EPS growth, EV/EBITDA, Rule of 40, and full DCF models for single tickers, portfolios, or major indices. Key features include concise commands (e.g., value, value peg, value ev, value dcf), DCF parameter controls (--wacc, --growth, --terminal), and an --auto mode that computes WACC via a CAPM-based estimate using live 10-year Treasury yields and beta. It reads portfolio positions from a default holdings.md, pulls market data via yfinance, and supports index snapshots (SPY, QQQ, DIA). Ideal for rapid investment research, earnings prep, portfolio-level valuation checks, and sensitivity analysis with reproducible, scriptable outputs for workflow automation.
Skill.md
この Skill の仕組み
Valuation Calculator is a fast command-line stock valuation tool that delivers instant market metrics and multi-method valuations. Use it to compute PEG, forward/trailing P/E, implied EPS growth, EV/EBITDA, Rule of 40, and full DCF models for single tickers, portfolios, or major indices.
Valuation Calculator
Fast stock valuation calculator with instant market valuation metrics.
Commands
| Command | Description |
|---|---|
value <ticker> | Full valuation for a single stock |
value peg <ticker> | PEG + Forward/Trailing P/E + Implied Growth |
value ev <ticker> | EV/EBITDA + Rule of 40 |
value dcf <ticker> | DCF valuation (default parameters) |
value dcf <ticker> --auto | DCF with auto-calculated WACC (CAPM model) |
value dcf <ticker> --wacc=0.10 --growth=0.15 --terminal=0.03 | Custom DCF parameters |
value | All holdings valuation (reads from holdings.md) |
value --index | Three major indices (SPY, QQQ, DIA) |
Output Metrics
- PEG Ratio = Forward P/E ÷ EPS Growth Rate
- Forward P/E = Based on next 12 months expected earnings
- Trailing P/E = Based on past 12 months actual earnings
- Implied EPS Growth = (Trailing P/E ÷ Forward P/E - 1) × 100%
- EV/EBITDA = Enterprise Value ÷ EBITDA
- Rule of 40 = Revenue Growth % + Profit Margin %
- DCF = Discounted Cash Flow valuation
DCF Parameters
| Parameter | Description | Default |
|---|---|---|
--auto | Auto-calculate WACC using CAPM model | - |
--wacc=N | Weighted Average Cost of Capital | 10% |
--growth=N | Future growth rate | 5% |
--terminal=N | Terminal growth rate | 2.5% |
Auto WACC (CAPM Model)
WACC = Rf + β × (Rm - Rf)
- Rf = 10-year Treasury yield (auto-fetched from Yahoo Finance)
- β = Stock beta (from Yahoo Finance)
- Rm - Rf = Market risk premium (5.5%)
Holdings File
Default reads from ~/.openclaw/workspace/holdings.md
Data Source
Yahoo Finance API (yfinance)
Usage Examples
value NVDA # Full valuation
value peg NVDA # PEG only
value ev NVDA # EV/EBITDA + Rule of 40
value dcf NVDA # DCF (default params)
value dcf NVDA --auto # DCF with auto-WACC
value dcf NVDA --wacc=0.08 --growth=0.15 --terminal=0.03 # Custom
value # All holdings dashboard
value --index # Major indices
Evaluation Criteria
| PEG | Rating |
|---|---|
| < 0.5 | 🔥 Severely Undervalued |
| 0.5 - 1.0 | 👍 Undervalued |
| 1.0 - 1.5 | ✅ Fair Value |
| > 1.5 | ⚠️ Overvalued |
| Rule of 40 | Rating |
|---|---|
| >= 40% | ✅ Pass |
| < 40% | ⚠️ Below |
| DCF Upside | Rating |
|---|---|
| > 20% | ✅ Undervalued |
| -20% ~ 20% | ⚠️ Fair Value |
| < -20% | ❌ Overvalued |
Inspired by:
- YouTube: 布萊恩穩賺 - Stock valuation screening
- Day1Global Tech Earnings Deepdive Skill
こんな用途に最適
どんなときに使うか
Valuation Calculator is a fast command-line stock valuation tool that delivers instant market metrics and multi-method valuations. Use it to compute PEG, forward/trailing P/E, implied EPS growth, EV/EBITDA, Rule of 40, and full DCF models for single tickers, portfolios, or major indices.
01 · 会議前
意思決定用のブリーフを準備
投資委員会の前に、散らばった材料を構造化した論拠にまとめます。
02 · チームのワークフロー
引き継ぎを標準化
アナリスト、ポートフォリオマネージャー、Agent の間で一貫したリサーチ成果物を作ります。
03 · リアルタイム更新
投資仮説をアップデート
新しいカタリスト、KPI の発表、決算結果を受けてシナリオを更新します。
コミュニティのメモ
使うほど良くなる設計。
この Skill が使われ、レビューされるにつれて、フィードバックがここに表示されます。
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