Fundamentals & Valuation

valuation-calculator

45 天前更新1 分钟内配置完

概览

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.

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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