valuation-calculator

# 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](https://youtu.be/gVWvhIAtGDE) - Day1Global Tech Earnings Deepdive Skill