QuantSoar

透明性

データソース

  • 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

更新頻度

  • 更新頻度はデータソースや指標によって異なります。価格データには遅れが生じる場合があり、規制関連の提出書類は提出・処理後に表示されます。このページのデータソースに関する説明をご確認ください。各項目が同時に更新されるわけではありません。

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.

制限事項

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.