Fundamental Analysis Dashboard

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Understanding Fundamental Analysis

Fundamental analysis is a method of evaluating a security's intrinsic value by examining related economic, financial, and other qualitative and quantitative factors. This approach helps investors determine whether an asset is undervalued or overvalued.

Key Financial Ratios

Profitability Ratios

ROE (>15%), ROA (>5%), Profit Margin (>10%)

Valuation Ratios

P/E (10-25), P/B (<3), PEG (<1)

Liquidity Ratios

Current (>1.5), Quick (>1), Working Capital

Solvency Ratios

Debt/Equity (<2), Interest Coverage (>2)

Analysis Framework

Economic Analysis

GDP, Interest Rates, Inflation

Industry Analysis

Market Size, Competition, Regulations

Company Analysis

Business Model, Management, Financials

Investment Decision Process

1
Screen

Filter stocks using key ratios and metrics

2
Analyze

Deep dive into company fundamentals

3
Value

Calculate intrinsic value

4
Decide

Make investment decision

Interactive Valuation Calculator

Intrinsic Value
$85.50
+12.5% vs Current Price

Comparative Financial Metrics

P/E Ratio
18.5
Industry: 22.1
P/B Ratio
2.8
Industry: 3.2
Debt/Equity
0.45
Industry: 0.62
ROE
15.2%
Industry: 12.8%
ROA
8.9%
Industry: 7.1%
Current Ratio
2.1
Industry: 1.8
Quick Ratio
1.6
Industry: 1.3
Gross Margin
42.8%
Industry: 38.5%

Trend Analysis Chart

Key Performance Indicators

Revenue Growth
12.5%
YoY +2.3%
Profit Margin
18.2%
YoY +1.8%
Market Share
24.8%
YoY +0.9%
Operating Efficiency
85.4%
YoY +3.2%

Investment Recommendation

BUY
Strong Buy Recommendation
Undervalued by 12.5% based on DCF analysis
Strong financial health with low debt ratio
Consistent revenue growth over 5 years
Market volatility may affect short-term performance
Price Targets
Conservative
$82.00
Target
$95.50
Optimistic
$108.00

Risk Assessment Matrix

Risk Factors

Financial Risk
Low
Market Risk
Medium
Operational Risk
Low
Regulatory Risk
Medium

Overall Risk Score

7.2
out of 10
Low to Medium Risk
Suitable for moderate risk investors