Module 03 · Fundamental Analysis
Fundamental Analysis
Evaluate a company’s financial performance, profitability, balance-sheet strength and long-term value to support investment decisions. Combines a quantitative DuPont ROE and valuation model with a qualitative AI review of the annual report.
The Quantitative tab decomposes ROE and values the business; the Qualitative tab reads the annual report and returns a Buy, Hold or Sell view with supporting evidence.
Data source
Upload or enter the financial statement figures used to decompose return on equity and value the business.
Currently: No data loaded
AI research — no data? Just type the company
Ask the AI to research a listed company from public sources when you do not have the statements to hand.
Enter one company per line (or comma-separated). The AI looks them up on Yahoo Finance and Investing.com, pulls the metrics your chosen analyses need, and loads them below. Uses a live (paid) model call.
What do you want analysed?
Analysis window
Data spans –.
Companies to analyse
Leave all unchecked to include every company.
DuPont weights
Adjust how the DuPont components are weighted in the composite score to reflect what drives value in this industry.
Used for the Macro weighted score. Currently sum to 100.0%.
- Tax Burden (PAT/PBT)10%
- Interest Burden (PBT/EBIT)5%
- Profitability (EBIT/Revenue)20%
- Efficiency (Revenue/Total Assets)20%
- Leverage (Total Assets/Net Worth)15%
- Return on Equity (PAT/Net Worth)30%
Valuation
Intrinsic and relative valuations side by side, so you can see what the business is worth on both an absolute and a peer-comparison basis.
Auto-selects FCFE-DCF for long-term, peer multiples for short-term.
Shared DCF assumptions — applied to the 2 best-performing companies. Each company uses its own share count & market price from the peer table (load it under “Short-term”).
No analysis run yet
Upload one or more files (PDF, Excel, CSV, Word, or image) — or, with no data, just type a company name under AI research and let the model fetch it. Then set weights and horizon and hit Run Company analysis.