QuantSoar

Transparency

Data Sources

  • Fundamentals: Yahoo Finance (yfinance library)
  • Institutional Holdings: SEC EDGAR 13F-HR filings
  • Insider Trades: SEC EDGAR Form 4 filings
  • Macro Indicators: Federal Reserve, BLS, CBOE

Update Frequency

  • Update frequency varies by source and metric. Price data may be delayed, and regulatory filings appear after submission and processing. See the source notes on this page
  • fields do not all refresh together.

The 7 Valuation Models

DCF (Discounted Cash Flow)

Projects future free cash flows and discounts them to present value using WACC. Best suited to mature companies with stable cash flows.

Graham Formula

Uses earnings growth and bond yields to estimate fair value. Best suited to value stocks with predictable earnings.

P/E Multiplier

Compares current earnings with the company’s historical average P/E ratio. Best suited to companies with a stable earnings history.

P/S Multiplier

Compares revenue per share with the company’s historical price-to-sales ratio. Useful for growth companies that are not yet profitable.

Dividend Discount Model

Estimates value from expected dividend growth and the required rate of return. Best suited to companies with stable dividends.

EV/EBITDA

Estimates equity value from enterprise value relative to EBITDA, adjusted for net debt. Useful for capital-intensive businesses.

Dividend Yield Fair Value

Compares the current dividend yield with its historical average to estimate an income-focused fair value.

AI Consensus Algorithm

Each model receives a sector-specific weight. For example, DCF has more influence for technology companies, while dividend models have more influence for utilities and other income-focused businesses. The weighted estimates are combined into a fair value and margin of safety.

Limitations

Valuation models are based on historical financial data and assumptions about future growth. Past performance does not guarantee future results. Macro risk scores are directional indicators, not predictions. Always verify data independently before making investment decisions.