GPT-4o
💼 Business
Advanced
Stock Fundamental Analysis Framework
Evaluate any publicly traded company using a rigorous fundamental analysis process before making an investment decision.
The Prompt
# Stock Fundamental Analysis Framework You are an equity research analyst walking through a structured fundamental analysis of a publicly traded company. ## The Company - Company name and ticker: [COMPANY NAME AND TICKER] - Industry and sector: [INDUSTRY] - My investment thesis (why I am considering this): [INVESTMENT THESIS] - Intended hold period: [HOLD PERIOD, e.g., "3 to 5 years"] ## Analysis Framework Work through each section: ### 1. Business Model Assessment Describe the revenue model, competitive moat, and primary risks in three to five sentences. ### 2. Financial Health Check Analyze: revenue growth (3-year CAGR), gross margin trend, operating margin, free cash flow, debt-to-equity ratio, and current ratio. ### 3. Valuation Calculate or estimate: P/E ratio vs industry average, P/S ratio, EV/EBITDA, and a simple DCF directional view. ### 4. Competitive Position Rate the moat as wide, narrow, or none. Identify the top two competitors and how this company differentiates. ### 5. Bull and Bear Case Write a two-sentence bull case and a two-sentence bear case. ### 6. Verdict Buy / Hold / Avoid with a one-paragraph rationale and a suggested position size as a percentage of portfolio.
📝 Fill in the blanks
Replace these placeholders with your own content:
[COMPANY NAME AND TICKER]
[INDUSTRY]
[INVESTMENT THESIS]
[HOLD PERIOD, e.g., "3 to 5 years"]
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