Valuation Analysis Lab
Institutional-Grade Financial Analysis
Select an analysis model below to run comprehensive valuation and risk assessments on individual stocks or the full DIG portfolio using real-time financial data.
Active
📊
DCF Valuation
Morgan Stanley Style
Full discounted cash flow analysis with 5-year revenue projections, WACC estimation, terminal value, sensitivity tables, and fair value verdict.
Active
🛡️
Portfolio Risk Assessment
Bridgewater Style
Comprehensive risk analysis with correlation matrix, sector concentration, recession stress test, VaR, tail risk scenarios, and hedging recommendations.
Active
🏛️
Comparable Company Analysis
Goldman Sachs Style
Peer comparison using EV/EBITDA, P/E, P/S multiples across industry comps with relative valuation ranges.
Active
📈
Technical Analysis Dashboard
Citadel Style
Multi-timeframe technical analysis with moving averages, RSI, MACD, Bollinger Bands, and support/resistance levels.
Active
💰
Dividend Growth Model
Wellington Style
Gordon Growth Model with dividend sustainability analysis, payout ratios, and income projection over 10+ years.
Active
🧬
Factor Exposure Analysis
AQR Style
Multi-factor decomposition: value, momentum, quality, size, and low volatility factor loadings for each position.
Active
🌍
ESG Scoring & Analysis
BlackRock Style
Estimated ESG proxy scoring using financial data — environmental risk, social metrics, and governance quality indicators.
Active
⚔️
Competitive Strategy Analysis
Bain & Company Style
Competitive landscape mapping, economic moat scoring, SWOT analysis, management quality assessment, and best-in-class stock pick.
Active
🏗️
Capital Allocation Scorecard
Berkshire Style
ROIC vs WACC analysis, reinvestment rate, margin expansion, capital efficiency rating, and economic moat assessment.
Active
🌐
Macro Sensitivity Analysis
Bridgewater Style
Portfolio sensitivity to interest rates, inflation, GDP growth, dollar strength, and commodity prices with scenario modeling.
This analysis is for educational purposes only and does not constitute investment advice.
Models use simplified assumptions and publicly available data via Polygon.io.
Past performance does not guarantee future results. UCSB Dean's Investment Group.