New valuation

Company

Ticker

Name Current price ($) EPS, trailing 12 mo ($) FCF per share, trailing 12 mo ($) Dividend per share, trailing 12 mo ($)

History — last 5 years, for context & checklist

Revenue growth (%/yr) Earnings (EPS) growth (%/yr) FCF growth (%/yr) Share count change (% total) Avg ROIC (%) Long-term debt ($M) Annual free cash flow ($M) Dividend growth (%/yr)

Assumptions

Desired return / discount rate (%) Projection years Margin of safety (%) Weight on earnings vs FCF (%)

Scenarios

Thesis notes

Projected value scenario value vs. today's price growing at your target return

Scenario results

Reverse DCF — what is the market pricing in?

Quality checklist

Sensitivity — base-case value by growth & discount rate

Price at or below buy price Below fair value Above fair value

Watchlist

Charts

Price

Compare — pick 2 or 3 saved valuations