stock-evaluator-v3 by sundial-org/awesome-openclaw-skills
npx skills add https://github.com/sundial-org/awesome-openclaw-skills --skill stock-evaluator-v3每次分析必须包含以下所有内容:
如果您无法完成任何一项,请停止并请求澄清。
切勿捏造、估算或臆造任何数值数据点。 仪表板中的每个指标必须来自:
如果数据无法找到 → 使用"N/A"或"--"
在填充仪表板之前,您必须执行以下搜索:
| 搜索编号 | 查询模板 |
|---|
广告位招租
在这里展示您的产品或服务
触达数万 AI 开发者,精准高效
| 获取的数据 |
|---|
| 1 | "[股票代码] 股价 市值 市盈率" | 价格、市值、市盈率 |
| 2 | "[股票代码] 净资产收益率 总资产收益率 利润率 2024 年报" | 财务比率 |
| 3 | "[股票代码] 收入增长 盈利增长 2024财年" | 增长率(报告的) |
| 4 | "[股票代码] Piotroski F分数" | F分数(或计算得出) |
| 5 | "[股票代码] 内幕交易 SEC Form 4 2025" | 内幕买入/卖出 |
| 6 | "[股票代码] 空头头寸 百分比 流通股" | 空头头寸 |
| 7 | "[股票代码] RSI MACD 50日 200日 移动平均线 贝塔值 波动率" | 技术指标 |
| 8 | "[股票代码] 分析师 目标价 共识" | 分析师目标价 |
按此优先级顺序使用数据源:
| 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) | 注明日期 | value: "15.2% (2023)" |
| 来源冲突 | 使用最权威的来源 | 在分析中注明 |
| 计算得出的指标(F分数) | 显示计算过程 | 在文本中解释 |
| 内幕数据不可用 | 显示"N/A" | insBuys: "N/A" |
关键:零表示"实际发生了零次" - 切勿用零值替代缺失数据。
在仪表板中使用这些精确的标签(与参考截图匹配):
| 标签 | 说明 |
|---|---|
| 价格: | $XX.XX 或 €XX.XX |
| 市值: | $XXB 或 €XXB |
| 追踪市盈率: | XX.XX |
| 远期市盈率: | XX.XX |
| 子行业市盈率: | XX.XX 或 N/A |
| PEG (1年): | X.XX 附基准 (<1) |
| 净资产收益率: | XX.XX% 附基准 (>20%) |
| 总资产收益率: | XX.XX% 附基准 (>10%) |
| 利润率: | XX.XX% 附基准 (>20%) |
| 经营利润率: | XX.XX% 附基准 (>20%) - 注意:使用"经营利润率"而非"营业利润率" |
| 毛利率: | XX.XX% 附基准 (>40%) |
| 投入资本回报率: | XX.X% 附基准 (>15%) |
| 标签 | 说明 |
|---|---|
| 收入 (同比): | XX.XX% 附基准 (>10%) - 仅使用报告数据 |
| 盈利 (同比): | XX.XX% 附基准 (>0%) - 仅使用报告数据 |
| 每股收益 (TTM): | $X.XX |
| 远期每股收益: | $X.XX |
| 增长率: | 上限: X.X% / 无上限: X.X% |
| 分析师目标价: | $XX.XX |
| 综合风险评分 (0-1): | X.XX 附基准 (中等) |
| 负债权益比 (最近季度): | X.XX 附基准 (0.5-1) |
| Piotroski F分数: | X 附基准 (≥7) |
| Altman Z分数: | X.XX 附基准 (>3) |
| Beneish M分数: | X.XX 附基准 (<-1.78) |
| 价值陷阱: | XX (标签) |
| 标签 | 说明 |
|---|---|
| 流动比率: | X.XX 附基准 (1-2) |
| 现金: | $X.XB |
| 负债: | $X.XB 或 N/A |
| 自由现金流增长 (5年): | XX.X% 附基准 (>5%) |
| 自由现金流收益率: | X.XX% 附基准 (>4%) |
| 自由现金流利润率: | XX.XX% 附基准 (>15%) |
| 派息率: | XX.XX% 附基准 (<50%) |
| 买入 (12个月): | X - 来自SEC Form 4 或 N/A |
| 卖出 (12个月): | X - 来自SEC Form 4 或 N/A |
| 净股份 (12个月): | +/-XXK - 来自SEC Form 4 或 N/A |
| 空头头寸 (%): | X.X% |
| 市场情绪 / 文章: | +X.XXX / XX (正面/负面) |
| 股票: [类型] + 股息收益率: | 组合:"股票: 增长型" + "股息收益率: X.XX%" |
| 行业/子行业: | 组合:"行业 / 子行业" |
| 标签 | 说明 |
|---|---|
| 综合质量与估值分数: | XX.XX 附基准范围 |
| 标签: | 强/中/弱 |
| 估值分数: | XX.XX |
| 质量分数: | XX.XX |
| 实力分数: | XX.XX |
| 诚信分数: | XX.XX |
| 巴菲特护城河: | X 附基准 (4-7) |
| 格林布拉特 (神奇公式): | 收益率: X.X% / 资本回报率: X.X% 或 N/A |
| 贝塔值: + 1年波动率: | 组合:"贝塔值: X.XX" + "1年波动率: XX.X%" |
| 盈利可预测性: | XX.X% 附基准 (>80%) |
| 最大回撤 (5年): | -XX.X% 附标签 (低/中/高) |
| 数据完整性: + 数据质量: | 组合:"XX.X%" + "高/中/低" |
使用这些精确的阈值进行颜色编码:
| 指标 | 绿色 (良好) | 黄色 (中性) | 红色 (警告) |
|---|---|---|---|
| 净资产收益率 | >20% | 10-20% | <10% |
| 总资产收益率 | >10% | 5-10% | <5% |
| 利润率 | >20% | 10-20% | <10% |
| 经营利润率 | >20% | 10-20% | <10% |
| 毛利率 | >40% | 25-40% | <25% |
| 投入资本回报率 | >15% | 8-15% | <8% |
| 负债权益比 | <1 | 1-2 | >2 |
| 流动比率 | 1-2 | 0.5-1 或 2-3 | <0.5 或 >3 |
| Piotroski F分数 | ≥7 | 4-6 | ≤3 |
| Altman Z分数 | >2.99 | 1.81-2.99 | <1.81 |
| Beneish M分数 | <-2.22 | -2.22 至 -1.78 | >-1.78 |
| PEG (1年) | <1 | 1-2 | >2 |
| RSI (14) | 30-50 | 50-70 | >70 或 <30 |
| 空头头寸 | <5% | 5-10% | >10% |
| 自由现金流收益率 | >5% | 2-5% | <2% |
| 自由现金流利润率 | >15% | 10-15% | <10% |
| 股息收益率 | >2% | 1-2% | <1% 或 >8% |
| 价值陷阱 | 0-39 | 40-59 | 60-100 |
| 最大回撤 | >-30% | -30% 至 -50% | <-50% |
| 收入增长 | >10% | 0-10% | <0% |
| 盈利增长 | >0% | -10% 至 0% | <-10% |
此技能提供机构级别的潜在股票投资评估。与审查现有持仓的投资组合分析不同,此技能评估您正在考虑购买或决定是否购买的股票。
评估回答以下问题:
仪表板中的所有货币价值应默认以欧元 (€) 显示:
对于仪表板指标**"收入增长"和"盈利增长"**:
股票评估器适用于:
不适用于:
1. 估值评估
2. 质量分析
3. 时机评估
4. 仓位规模
5. 确信度评级
价值陷阱是指一只股票看似被低估(低市盈率、低市净率),但实际上因其基本面的合理原因而便宜。尽管看似"便宜",但股价持续下跌。
评估组成部分(为陷阱指标加分):
1. 价格动能(最高25分)
2. 盈利质量(最高25分)
3. 资产负债表健康状况(最高25分)
4. 估值背景(最高25分)
Value Trap Score = Momentum Penalty + Quality Penalty + Balance Sheet Penalty + Valuation Penalty
(分数范围从0到100,其中0 = 绝对是真实价值,100 = 绝对是价值陷阱)
Value Trap: 21 (Genuine)
颜色编码:绿色 <40, 黄色 40-60, 红色 >60
根据8种著名的投资理念对每只股票进行评分(0-10分制)。这有助于用户了解该股票适合哪种类型的投资者。
基于"沃伦·巴菲特之道" - 寻求持久的竞争优势
关键加权指标:
巴菲特喜欢: 可预测的业务、定价能力、低资本支出需求、持续盈利能力
基于"穷查理宝典" - 心智格栅,逆向思维
关注点: 什么可能出错(逆向原则)
评分: 从10分开始,减去罚分:
基于"原则" - 全天候投资组合,理解经济机器
关键指标:
达利欧喜欢: 去杠杆化机会、运营效率、周期韧性
基于"战胜华尔街" - GARP(合理价格增长)
主要指标:PEG比率(市盈率 ÷ 增长率)
调整因素:
基于"聪明的投资者" - 安全边际
格雷厄姆标准(每项2分,最高10分):
基于"股市稳赚" - 神奇公式
结合两个排名:
评分: 综合排名在前10% = 10分,依此类推
基于逆向、全球价值投资
关键因素:
基于"金融炼金术" - 反身性
关键因素:
索罗斯喜欢: 宏观机会、反身性情境、趋势参与
在雷达图周围显示8个徽章,包含分数和颜色编码:
需计算的组成部分:
云层 (Kumo): 先行带A和B之间的区域
需识别和显示的信号:
分析内容:
管理层评估:
竞争地位:
研究流程顺序:
关键分析指标:
质量基准:
评估趋势:
危险信号:
护城河强度:宽 / 窄 / 无
评估来源:
护城河持久性:
同行比较: 比较该公司与3-5个直接竞争对手的护城河:
除了基本的质量指标外,计算这些高级分数以获得更深入的洞察:
Piotroski F分数(财务实力)
目的: 9分制分数,衡量盈利能力、杠杆和运营效率方面的财务实力。
评分 (0-9, 越高越好):
盈利能力 (4分):
杠杆/流动性 (3分):
运营效率 (2分):
解读:
Altman Z分数(破产风险)
目的: 预测两年内破产的概率。
公式(针对公开上市的制造业公司): Z = 1.2(A) + 1.4(B) + 3.3(C) + 0.6(D) + 1.0(E)
其中:
解读:
注意: 为非制造业公司调整(不同系数)。
Beneish M分数(盈利操纵检测)
目的: 识别盈利操纵的可能性。
关键指标(简化方法):
解读:
实际检查(如果无法获得完整M分数):
最大回撤(5年)
目的: 衡量最大的峰谷价格跌幅。
计算:
解读:
综合分数
实力分数 (0-100): 以下内容的综合:
诚信分数 (0-100): 以下内容的综合:
可预测性分数 (0-100): 以下内容的综合:
数据质量分数 (0-100):
公司特定风险:
行业风险:
宏观风险:
总体风险水平:低 / 中 / 高
综合风险分数: (0-1标度,越低越好)
0.60:高风险
使用多种估值方法 - 综合为公允价值估计。
1. DCF分析(现金流折现)
2. 相对估值
3. 彼得·林奇公允价值
4. 资产基础法(如适用)
公允价值估计:€X.XX
适当加权每种方法:
安全边际:
估值结论:
专注于识别最佳入场点,而非完整的技术分析。
1. 价格行为(最近30-60天)
2. 关键水平
3. 技术指标
70 = 超买(可能回调)
4. 入场评估
强制性: 每次分析必须公平地呈现双方观点。
潜在上行空间:+X% 至 €X.XX
要实现此情形:
潜在下行空间:-X% 至 €X.XX
如果发生以下情况:
哪种情形更可能发生:[看涨 / 看跌 / 平衡]
[解释为何一种情形更可能,考虑:
Every analysis MUST include ALL of these:
If you cannot complete any item, STOP and ask for clarification.
NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from:
If data cannot be found → Use "N/A" or "--"
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 | "[TICKER] ROE ROA profit margin 2024 annual report" | Financial ratios |
| 3 | "[TICKER] revenue growth earnings growth FY2024" | Growth rates (REPORTED) |
| 4 | "[TICKER] Piotroski F-Score" | F-Score (or calculate) |
| 5 | "[TICKER] insider trading SEC Form 4 2025" | Insider buys/sells |
| 6 | "[TICKER] short interest percentage float" | Short interest |
| 7 | "[TICKER] RSI MACD 50-day 200-day moving average beta volatility" | Technical indicators |
| 8 | "[TICKER] analyst price target consensus" | Analyst targets |
Use sources in this priority order:
| Situation | Action | Display |
|---|---|---|
| Metric not found after searching | Display "N/A" | value: "N/A" |
| Data is outdated (>1 year old) | Note the date | value: "15.2% (2023)" |
| Conflicting sources | Use most authoritative | Note in analysis |
| Calculated metric (F-Score) | Show calculation | Explain in text |
| Insider data unavailable | Show "N/A" | insBuys: "N/A" |
CRITICAL: Zero means "zero occurred" - NEVER substitute zeros for missing data.
Use these EXACT labels in the dashboard (matches reference screenshots):
| Label | Notes |
|---|---|
| Price: | $XX.XX or €XX.XX |
| Market Cap: | $XXB or €XXB |
| Trailing P/E: | XX.XX |
| Forward P/E: | XX.XX |
| Subsector P/E: | XX.XX or N/A |
| PEG (1Y): | X.XX with benchmark (<1) |
| ROE: | XX.XX% with benchmark (>20%) |
| ROA: | XX.XX% with benchmark (>10%) |
| Profit Margin: | XX.XX% with benchmark (>20%) |
| Operative Margin: | XX.XX% with benchmark (>20%) - NOTE: "Operative" not "Operating" |
| Gross Margin: | XX.XX% with benchmark (>40%) |
| ROIC: | XX.X% with benchmark (>15%) |
| Label | Notes |
|---|---|
| Revenue (YoY): | XX.XX% with benchmark (>10%) - REPORTED only |
| Earning (YoY): | XX.XX% with benchmark (>0%) - REPORTED only |
| EPS (TTM): | $X.XX |
| Forward EPS: | $X.XX |
| Growth Rates: | Capped: X.X% / Uncapped: X.X% |
| Analyst Target: | $XX.XX |
| CRS (0-1): | X.XX with benchmark (Medium) |
| Debt/Equity (mrq): | X.XX with benchmark (0.5-1) |
| Piotroski F: | X with benchmark (≥7) |
| Altman Z: | X.XX with benchmark (>3) |
| Beneish M: | X.XX with benchmark (<-1.78) |
| Value Trap: | XX (Label) |
| Label | Notes |
|---|---|
| Current Ratio: | X.XX with benchmark (1-2) |
| Cash: | $X.XB |
| Debt: | $X.XB or N/A |
| FCF Growth 5Y: | XX.X% with benchmark (>5%) |
| FCF Yield: | X.XX% with benchmark (>4%) |
| FCF Margin: | XX.XX% with benchmark (>15%) |
| Payout Ratio: | XX.XX% with benchmark (<50%) |
| Buys (12M): | X - from SEC Form 4 or N/A |
| Sells (12M): | X - from SEC Form 4 or N/A |
| Net Shares (12M): | +/-XXK - from SEC Form 4 or N/A |
| Short Int (%): | X.X% |
| Sentiment / Articles: | +X.XXX / XX (Positive/Negative) |
| Stock: [Type] + Div Yield: | Combined: "Stock: Growth" + "Div Yield: X.XX%" |
| Sector/Industry: |
| Label | Notes |
|---|---|
| CQVS: | XX.XX with benchmark range |
| Label: | Strong/Moderate/Weak |
| Valuation: | XX.XX |
| Quality: | XX.XX |
| Strength: | XX.XX |
| Integrity: | XX.XX |
| Buffett Moat: | X with benchmark (4-7) |
| Greenblatt (MF): | EY: X.X% / ROC: X.X% or N/A |
| Beta: + Vol 1Y: | Combined: "Beta: X.XX" + "Vol 1Y: XX.X%" |
| Earnings Predict.: | XX.X% with benchmark (>80%) |
| Drawdown (5Y): | -XX.X% with label (Low/Mid/High) |
| Completeness: + Data Quality: | Combined: "XX.X%" + "High/Medium/Low" |
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 |
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:
All monetary values in the dashboard should be displayed in Euro (€) as the default currency:
For the dashboard metrics "Rev Growth" and "Earn Growth" :
Stock Evaluator is for:
NOT for:
1. Valuation Assessment
2. Quality Analysis
3. Timing Assessment
4. Position Sizing
5. Conviction Rating
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."
Components to evaluate (ADD points for trap indicators):
1. Price Momentum (25 points max)
2. Earnings Quality (25 points max)
3. Balance Sheet Health (25 points max)
4. Valuation Context (25 points max)
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)
Value Trap: 21 (Genuine)
Color coding: green <40, yellow 40-60, red >60
Score each stock against 8 famous investor philosophies (0-10 scale). This helps users understand what type of investor the stock suits.
Based on "The Warren Buffett Way" - seeks durable competitive advantages
Key metrics weighted:
Buffett likes: Predictable businesses, pricing power, low capex needs, consistent profitability
Based on "Poor Charlie's Almanack" - mental latticework, inversion thinking
Focus on: What could go WRONG (inversion principle)
Scoring: Start at 10, subtract penalties:
Based on "Principles" - All-Weather portfolio, economic machine understanding
Key metrics:
Dalio likes: Deleveraging plays, operational efficiency, cycle resilience
Based on "One Up on Wall Street" - GARP (Growth at Reasonable Price)
Primary metric: PEG Ratio (P/E ÷ Growth Rate)
Adjustment factors:
Based on "The Intelligent Investor" - Margin of Safety
Graham criteria (2 points each, max 10):
Based on "The Little Book That Beats the Market" - Magic Formula
Combines two rankings:
Scoring: Combined rank in top 10% = 10 points, scaled down
Based on contrarian, global value investing
Key factors:
Based on "The Alchemy of Finance" - Reflexivity
Key factors:
Soros likes: Macro plays, reflexive situations, trend participation
Show 8 badges around radar chart with scores and color coding:
Components to Calculate:
Cloud (Kumo): Area between Senkou Span A and B
Signals to Identify and Display:
What to Analyze:
Management Evaluation:
Competitive Position:
Research Process Order:
Key Metrics to Analyze:
Quality Benchmarks:
Trends to Assess:
Red Flags:
Moat Strength: Wide / Narrow / None
Evaluate Sources:
Moat Durability:
Peer Comparison: Compare this company's moat vs. 3-5 direct competitors:
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):
Leverage/Liquidity (3 points):
Operating Efficiency (2 points):
Interpretation:
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:
Interpretation:
Note : Adjust for non-manufacturing companies (different coefficients).
Beneish M-Score (Earnings Manipulation Detection)
Purpose : Identifies likelihood of earnings manipulation.
Key Indicators (simplified approach):
Interpretation:
Practical Check (if full M-Score unavailable):
Max Drawdown (5-Year)
Purpose : Measures largest peak-to-trough price decline.
Calculation:
Interpretation:
Consolidated Scores
Strength Score (0-100): Composite of:
Integrity Score (0-100): Composite of:
Predictability Score (0-100): Composite of:
Data Quality Score (0-100):
Company-Specific Risks:
Industry Risks:
Macro Risks:
Overall Risk Level: Low / Moderate / High
Consolidated Risk Score: (0-1 scale, lower is better)
0.60: High Risk
Use multiple valuation methods - synthesize into fair value estimate.
1. DCF Analysis (Discounted Cash Flow)
2. Relative Valuation
3. Peter Lynch Fair Value
4. Asset-Based (When Applicable)
Fair Value Estimate: €X.XX
Weight each method appropriately:
Margin of Safety:
Valuation Conclusion:
Focus on identifying optimal entry points, not full technical analysis.
1. Price Action (Last 30-60 Days)
2. Key Levels
3. Technical Indicators
70 = Overbought (may pullback)
<30 = Oversold (potential bounce)
40-60 = Neutral
4. Entry Assessment
MANDATORY : Every analysis must present both sides fairly.
Potential Upside: +X% to €X.XX
For this to play out:
Potential Downside: -X% to €X.XX
This happens if:
Which case is more probable: [Bull / Bear / Balanced]
[Explanation of why one case is more likely, considering:
Allocation recommendation based on:
Conviction + Risk = Position Size
Strong Buy (High Conviction, Low Risk):
Buy (Moderate Conviction, Moderate Risk):
Speculative/High Risk:
Considerations:
NO scale-in strategies - recommend single entry approach:
If BUY:
Price Target (12-month): €X.XX (+X% upside)
Stop Loss: €X.XX (-X% maximum loss)
Sell If (Thesis-Breaking Conditions):
Hold Duration:
Identify specific events that could drive stock performance.
Near-Term (0-6 months):
Medium-Term (6-18 months):
Long-Term (18+ months):
Critical Principles:
No Press/News for Fundamental Analysis
Magnitude Over Precision
Long-Term View
Compare Apples to Apples
Intellectual Honesty
# [SYMBOL] - [Company Name] Evaluation
## ⚠️ DELIVERABLES CHECKLIST ✓
☑ Technical Analysis Complete
☑ Fundamental Analysis Complete
☑ Valuation Assessment Complete
☑ Bull vs. Bear Case Complete
☑ Clear Recommendation: **[BUY / HOLD / SELL]**
☑ Alternative Candidates: [If SELL, list 3-5 alternatives below]
---
## 📊 Executive Summary
[2-3 sentence bottom-line assessment with key reasoning]
**Recommendation: [BUY / HOLD / SELL]**
**Conviction: [Strong Buy / Buy / Hold / Avoid]**
---
## 💰 Valuation Assessment
**Fair Value Estimate: €X.XX** (Current: €X.XX)
- **Margin of Safety: X%** [Adequate >15% / Insufficient <15%]
- **Valuation: [UNDERVALUED / FAIRLY VALUED / OVERVALUED]**
| Valuation Method | Fair Value | vs. Current | Weight |
|-----------------|-----------|-------------|--------|
| DCF Analysis | €X.XX | +X% | 40% |
| Peer Relative | €X.XX | +X% | 30% |
| Peter Lynch | €X.XX | +X% | 30% |
| **Weighted Average** | **€X.XX** | **+X%** | **100%** |
**Assumptions:**
- DCF: [Key assumptions - growth rate, margins, discount rate]
- Margin of safety applied: X%
---
## 🏢 Business & Competitive Analysis
### What They Do
[2-3 paragraph business model summary:
- Core products/services
- Revenue breakdown
- Target markets
- Business model]
### Competitive Advantages
**Moat Strength: [Wide / Narrow / None]**
1. **[Advantage 1]**: [Detailed explanation with evidence]
2. **[Advantage 2]**: [Detailed explanation with evidence]
3. **[Advantage 3]**: [Detailed explanation with evidence]
**Moat Durability:** [How sustainable are these advantages? 3-5 years? 10+ years?]
### Management Quality Assessment
**Overall Rating: [Excellent / Good / Adequate / Concerning]**
- **CEO**: [Name] - [Background, tenure]
- Track record: [Achievements/concerns]
- Capital allocation: [Shareholder-friendly? Smart acquisitions?]
- **CFO**: [Name] - [Financial stewardship]
- **Insider Trading**: [Recent buying/selling activity]
- **Key Insight**: [Overall management assessment]
### Competitive Position
**Market Position:**
- Market share: X% (#X in industry)
- Share trend: [Gaining / Stable / Losing]
**Key Competitors:** [List 3-5 direct peers]
**Peer Comparison:**
| Company | Mkt Cap | Revenue Growth | Profit Margin | ROE | P/E | Moat |
|---------|---------|---------------|---------------|-----|-----|------|
| [Target] | €XB | X% | X% | X% | X.X | [Rating] |
| [Peer 1] | €XB | X% | X% | X% | X.X | [Rating] |
| [Peer 2] | €XB | X% | X% | X.X | X.X | [Rating] |
| [Peer 3] | €XB | X% | X% | X% | X.X | [Rating] |
**Competitive Assessment:** [Is this the best company in the sector?]
---
## 📈 Financial Health Analysis
### Quality Metrics vs. Benchmarks
| Metric | Current | 1Y Ago | 3Y Ago | 5Y Ago | Target | Status |
|--------|---------|--------|--------|--------|--------|--------|
| ROE | X% | X% | X% | X% | >15% | [✓/✗] |
| Profit Margin | X% | X% | X% | X% | >15% | [✓/✗] |
| Gross Margin | X% | X% | X% | X% | >30% | [✓/✗] |
| Revenue Growth | X% | X% | X% | X% | >0% | [✓/✗] |
| Debt/Revenue | X.X | X.X | X.X | X.X | <1.0 | [✓/✗] |
| FCF | €XM | €XM | €XM | €XM | Positive | [✓/✗] |
### Advanced Financial Health Scores
**Piotroski F-Score: X/9** [Excellent 8-9 / Good 6-7 / Adequate 4-5 / Weak 0-3]
*Profitability:* X/4
- ROA positive: [✓/✗]
- Operating CF positive: [✓/✗]
- ROA improving: [✓/✗]
- CF > Net Income: [✓/✗]
*Leverage:* X/3
- Debt decreasing: [✓/✗]
- Current ratio improving: [✓/✗]
- No dilution: [✓/✗]
*Efficiency:* X/2
- Margin improving: [✓/✗]
- Turnover improving: [✓/✗]
**Assessment:** [Detailed interpretation of F-Score]
**Altman Z-Score: X.XX** [Safe >2.99 / Grey 1.81-2.99 / Distress <1.81]
- **Bankruptcy Risk:** [Low / Moderate / High]
- **Interpretation:** [Explanation of Z-Score and financial stability]
**Beneish M-Score: X.XX** [Clean <-1.78 / Warning >-1.78]
- **Earnings Quality:** [High / Moderate / Questionable]
- **Red Flags:** [List any concerning indicators or state "None"]
**Max Drawdown (5Y): -X%** [Low <20% / Moderate 20-40% / High 40-60% / Extreme >60%]
- **Volatility Assessment:** [Low/Moderate/High volatility explanation]
- **Peak price:** €X.XX ([Date])
- **Trough price:** €X.XX ([Date])
### Consolidated Scores
**Strength Score: X/100** (Financial power and market position)
**Integrity Score: X/100** (Earnings quality and transparency)
**Predictability Score: X/100** (Business consistency)
**Data Quality Score: X/100** (Information completeness)
**Overall Quality Rating: [Elite / Strong / Good / Adequate / Weak]**
### Financial Trends (5-10 Year View)
**Revenue:**
- [Trend description: growth rate, consistency, drivers]
- [Any concerning patterns?]
**Margins:**
- Gross margin: [Expanding / Stable / Declining]
- Operating margin: [Trend]
- Net margin: [Trend]
- Drivers: [Why are margins moving this way?]
**Cash Flow:**
- Operating cash flow: [Trend and quality]
- Free cash flow: [Consistency, conversion]
- Capital allocation: [Dividends, buybacks, capex, acquisitions]
**Balance Sheet:**
- Debt levels: [Conservative / Moderate / High]
- Liquidity: [Strong / Adequate / Concerning]
- Trend: [Strengthening / Stable / Weakening]
### 🚩 Red Flags
[List any concerning trends or issues, or state "None identified"]
---
## 📉 Technical Analysis & Entry Timing
### Price Action (Last 30-60 Days)
- **Current Price**: €X.XX
- **52-Week Range**: €X.XX - €X.XX
- **30-day Change**: [+/-X%]
- **Trend**: [Uptrend / Downtrend / Range-bound]
- **Volume**: [Increasing / Decreasing / Normal]
### Key Technical Levels
**Support Levels:**
- **Primary Support: €X.XX** - [Significance/reason]
- **Secondary Support: €X.XX** - [Significance/reason]
**Resistance Levels:**
- **Primary Resistance: €X.XX** - [Significance/reason]
- **Secondary Resistance: €X.XX** - [Significance/reason]
### Technical Indicators
**RSI**: X.X [Overbought >70 / Neutral 30-70 / Oversold <30]
**MACD**: [Bullish crossover / Bearish crossover / Neutral]
- Interpretation: [Momentum assessment]
**Moving Averages:**
- 50-day MA: €X.XX - Price is [above/below]
- 200-day MA: €X.XX - Price is [above/below]
- Golden/Death Cross: [Any recent crossovers?]
### Entry Assessment
**Technical Setup: [Bullish / Neutral / Bearish]**
**Optimal Entry Strategy:**
- [Buy now at market / Wait for pullback to €X.XX / Buy on breakout above €X.XX]
- **Ideal Entry Range: €X.XX - €X.XX**
- **Maximum Buy Price: €X.XX** (avoid above this)
**Momentum: [Strong Bullish / Bullish / Neutral / Bearish / Strong Bearish]**
---
## ⚖️ Bull vs. Bear Case
### 🐂 Bull Case
**Potential Upside: €X.XX (+X%)**
1. **[Bull Argument 1]**: [Specific evidence and reasoning]
2. **[Bull Argument 2]**: [Specific evidence and reasoning]
3. **[Bull Argument 3]**: [Specific evidence and reasoning]
**For this to play out:**
- [Required condition 1]
- [Required condition 2]
**Probability: [High / Moderate / Low]**
### 🐻 Bear Case
**Potential Downside: €X.XX (-X%)**
1. **[Bear Argument 1]**: [Specific risk and reasoning]
2. **[Bear Argument 2]**: [Specific risk and reasoning]
3. **[Bear Argument 3]**: [Specific risk and reasoning]
**This happens if:**
- [Risk trigger 1]
- [Risk trigger 2]
**Probability: [High / Moderate / Low]**
### ⚖️ Balance Assessment
**Which case is more probable: [Bull / Bear / Balanced]**
[2-3 paragraph explanation of:
- Weight of evidence for each side
- Historical precedent
- Management track record
- Industry dynamics
- Current valuation
- Risk/reward assessment]
---
## ⚠️ Risk Analysis
**Overall Risk Level: [Low / Moderate / High]**
### Key Risks
**1. [Risk Category - e.g., Competition Risk]**:
[Specific risk and potential impact. Probability: High/Medium/Low]
**2. [Risk Category - e.g., Execution Risk]**:
[Specific risk and potential impact. Probability: High/Medium/Low]
**3. [Risk Category - e.g., Valuation Risk]**:
[Specific risk and potential impact. Probability: High/Medium/Low]
**4. [Risk Category - e.g., Macro Risk]**:
[Specific risk and potential impact. Probability: High/Medium/Low]
### Risk Mitigation
[How does the company/investment address these risks?]
[What reduces the risk in this investment?]
---
## 🎯 Catalysts & Timeline
### Near-Term (0-6 months)
- **[Date]**: [Specific catalyst - earnings, product launch, etc.]
- **[Date]**: [Specific catalyst]
### Medium-Term (6-18 months)
- [Expected development 1]
- [Expected development 2]
### Long-Term (18+ months)
- [Structural trend 1]
- [Structural trend 2]
**Expected Timeline to Target**: [6-12 months / 1-3 years / 3-5+ years]
---
## 💡 Investment Recommendation
### **RECOMMENDATION: [BUY / HOLD / SELL]**
### **Conviction: [Strong Buy / Buy / Hold / Avoid]**
### Rationale
[2-3 paragraph synthesis of entire analysis:
- Why this recommendation?
- What makes it compelling (or not)?
- How does valuation + fundamentals + technicals + catalysts = this conclusion?
- What's the risk/reward?]
---
## 📍 Entry Strategy (if BUY)
**Ideal Entry Price: €X.XX - €X.XX**
- Reasoning: [Why this range?]
**Maximum Acceptable Price: €X.XX**
- Above this: Risk/reward unfavorable
**Approach:**
- [Buy now at market / Wait for pullback to €X.XX / Buy on breakout above €X.XX]
- Reasoning: [Current technical setup justification]
**DO NOT BUY IF:**
- Price exceeds €X.XX without fundamental improvement
- [Other specific condition]
---
## 🎯 Exit Strategy
### Price Targets (12-Month Horizon)
- **Conservative**: €X.XX (+X%)
- **Base Case**: €X.XX (+X%)
- **Optimistic**: €X.XX (+X%)
### Stop Loss
**Stop Loss: €X.XX (-X% maximum loss)**
- Technical: Below €X.XX support
- Fundamental: If [thesis-breaking condition]
### Sell Conditions (Thesis-Breaking)
Exit position if any of these occur:
1. [Specific fundamental deterioration - e.g., "ROE drops below 10% for 2 consecutive quarters"]
2. [Specific competitive threat - e.g., "Loses >5% market share to competitor"]
3. [Specific valuation threshold - e.g., "Reaches €X.XX (>50% above fair value)"]
### Hold Duration
**Expected Timeframe**: [6-12 months / 1-3 years / 3-5+ years]
- Based on: [Investment type - swing trade vs. long-term hold]
---
## 📏 Position Sizing
### Recommended Allocation: X-X% of portfolio
**Specific Recommendation: X%**
**Rationale:**
- Conviction level: [Strong Buy / Buy → drives size]
- Risk level: [Low / Moderate / High → constrains size]
- Diversification: [Sector exposure, correlation with existing holdings]
- Liquidity: [Can exit position easily?]
**Maximum Allocation: X%**
- Risk management limit
- Don't exceed even if highly convicted
### Sizing Guidelines Applied:
- Strong Buy + Low Risk = 5-8% (max 10%)
- Buy + Moderate Risk = 3-5% (max 7%)
- Speculative + High Risk = 1-3% (max 5%)
---
## 🔑 Key Takeaways
### Top 3 Reasons to Invest
1. [Most compelling positive factor]
2. [Second most compelling positive factor]
3. [Third most compelling positive factor]
### Top 3 Concerns
1. [Biggest risk or concern]
2. [Second biggest risk or concern]
3. [Third biggest risk or concern]
### One-Sentence Investment Thesis
[Single sentence capturing the complete investment case - why buy or avoid]
---
## 📚 Research Documentation
**Sources Consulted:**
- 10-K filings: [Fiscal years reviewed - e.g., FY2020-2024]
- 10-Q filings: [Recent quarters - e.g., Q1-Q3 2025]
- Earnings calls: [Dates reviewed]
- Proxy statements: [Years reviewed]
- Management letters: [Years reviewed]
- Competitor analysis: [Companies benchmarked]
**Analysis Depth:**
- Historical period analyzed: [X years]
- Peer companies compared: [Number and names]
- Valuation methods used: [DCF, Relative, Peter Lynch, Asset-based]
**Confidence Level: [High / Medium / Low]**
- **Based on**: [Quality and completeness of available data]
- **Gaps**: [Any areas where information is limited or unavailable]
- **Limitations**: [Any constraints in the analysis]
---
## 🔄 Alternative Candidates (Required if SELL/AVOID)
[If recommending SELL or AVOID, provide 3-5 better investment alternatives with brief rationale for each]
### Alternative 1: [Symbol] - [Company Name]
**Why it's better**: [1-2 paragraph comparison]
**Quick metrics**: [Valuation, growth, margins]
### Alternative 2: [Symbol] - [Company Name]
**Why it's better**: [1-2 paragraph comparison]
**Quick metrics**: [Valuation, growth, margins]
### Alternative 3: [Symbol] - [Company Name]
**Why it's better**: [1-2 paragraph comparison]
**Quick metrics**: [Valuation, growth, margins]
[Continue for 4-5 alternatives if SELL recommendation]
---
**Analysis Date**: [Current Date]
**Next Review**: [Suggested review date based on catalysts or timeline]
**Analyst**: Claude Stock Evaluator
---
## 📊 Quant-Style Dashboard
**FINAL MANDATORY STEP**: Create a React artifact using the standardized quant-style dashboard template with:
**Required Data to Populate:**
- ✅ All 48 metrics across 8 sections (calculated above)
- ✅ Historical price data (5 years, 6-12 points)
- ✅ 1-year price + 6-month forecast (4-6 points)
- ✅ MACD data (3-5 recent points)
- ✅ RSI data (3-5 recent points)
- ✅ Radar chart (12 metrics, normalized 0-100)
- ✅ Bull case (target + 5 points)
- ✅ Bear case (target + 5 points)
- ✅ Entry/exit strategy (5 values)
**Use the EXACT template code provided in the skill instructions above.**
**DO NOT use placeholder values - populate with actual calculated data from this analysis.**
[Create the React artifact here using the quant-style template]
MANDATORY : After completing the full text analysis, create a React dashboard artifact using the standardized quant-style template format.
The dashboard uses a specific institutional-grade format with:
1. Header Section (Orange background)
TICKER - Company Name2. Eight Metric Sections (2-column grid)
| Left Column | Right Column |
|---|---|
| Price & Valuation (blue) | Financial Performance (green) |
| Growth Metrics (emerald) | Risk Indicators (red) |
| Liquidity & FCF (cyan) | Insider & Sentiment (purple) |
| Quality Scores (orange) | Moat & Other (gray) |
Each section: 6 metric boxes with values, labels, benchmarks, color coding
3. Charts Section (3-column grid)
Left : Linear Price Chart + MACD
Center : Radar Chart + 1-Year Forecast
Right : Log Price Chart + RSI
4. Key Notes Section (Expandable accordion)
5. Footer
Price & Valuation (6 metrics):
Financial Performance (6 metrics):
Growth Metrics (6 metrics):
Risk Indicators (6 metrics):
Liquidity & FCF (6 metrics):
Insider & Sentiment (6 metrics):
Quality Scores (6 metrics):
Moat & Other (6 metrics):
// Green (isGood: true) - Positive indicators
ROE > 20%, ROA > 10%, Margins > 20%, ROIC > 15%
Revenue Growth > 10%, Current Ratio 1-2, Z-Score > 3
M-Score < -1.78, FCF Growth > 0%, Payout < 50%
F-Score >= 7, Quality >= 70, Strength >= 70
// Red (isGood: false) - Warning indicators
Max Drawdown < -50%, Beta > 2, Consolidated Risk > 0.6
Predictability < 50%, F-Score <= 3, Z-Score < 1.81
M-Score > -1.78, Quality < 50
// Yellow (isGood: 'neutral') - Monitor
F-Score 4-6, RSI 30-70, Moat 5-7, Quality 50-70
Beta 1.5-2.0, Predictability 50-70%
Use this exact template structure:
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';
retur
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| Combined: "Sector / Industry" |
| <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% |