Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests sto

Stock Evaluator (Enhanced) ⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST Every analysis MUST include ALL of these: ☐ Technical Analysis (price action, indicators, key levels, Ichimoku Cloud) ☐ Fundamental Analysis (business, financials, competitive position) ☐ Advanced Financial Metrics (F Score, Z Score, M Score, Max Drawdown, Value Trap Score) ☐ Investor Persona Scores (8 legendary investor frameworks) ☐ Valuation Assessment (multiple methods with margin of safety) ☐ Bull vs. Bear Case (both sides with balance assessment) ☐ Clear Recommendation (BUY / HOLD / SELL with conviction rating) ☐ Alternative Candidates (if SELL: provide 3 5 better alternatives) ☐ Enhanced Quant Style Dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes) If you cannot complete any item, STOP and ask for clarification. ⚠️ CRITICAL: DATA INTEGRITY RULES ZERO FABRICATION POLICY NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from: 1. A web search result with a cited source 2. Company filings (10 K, 10 Q, earnings reports) 3. Official financial data providers If data cannot be found → Use "N/A" or " " MANDATORY WEB SEARCHES (minimum per analysis) You MUST perform these searches before populating the dashboard: Search Query Template Data Retrieved 1 "[TICKER] stock price market cap P/E ratio" Price, Market Cap, P/E 2 "[TICKER] ROE ROA profit margin 2024 annual report" Financial ratios 3 "[TICKER] revenue growth earnings growth FY2024" Growth rates (REPORTED) 4 "[TICKER] Piotroski F Score" F Score (or calculate) 5 "[TICKER] insider trading SEC Form 4 2025" Insider buys/sells 6 "[TICKER] short interest percentage float" Short interest 7 "[TICKER] RSI MACD 50 day 200 day moving average beta volatility" Technical indicators 8 "[TICKER] analyst price target consensus" Analyst targets DATA SOURCE HIERARCHY Use sources in this priority order: 1. Official company filings (SEC EDGAR, company investor relations) 2. Exchange data (NYSE, NASDAQ, LSE official) 3. Verified financial data (Yahoo Finance, Google Finance, MarketWatch) 4. SEC Form 4 (for insider trading ONLY) 5. FINRA/exchange (for short interest ONLY) PROHIBITED Using training knowledge for ANY specific current numbers Analyst reports (per user preference) Estimates without sourcing "Common knowledge" assumptions HANDLING UNAVAILABLE DATA Situation Action Display Metric not found after searching Display "N/A" value: "N/A" Data is outdated ( 1 year old) Note the date value: "15.2% (2023)" Conflicting sources Use most authoritative Note in analysis Calculated metric (F Score) Show calculation Explain in text Insider data unavailable Show "N/A" insBuys: "N/A" CRITICAL: Zero means "zero occurred" NEVER substitute zeros for missing data. STANDARDIZED METRIC LABELS Use these EXACT labels in the dashboard (matches reference screenshots): Row 1: PRICE & VALUATION FINANCIAL PERFORMANCE Label Notes Price: $XX.XX or €XX.XX Market Cap: $XXB or €XXB Trailing P/E: XX.XX Forward P/E: XX.XX Subsector P/E: XX.XX or N/A PEG (1Y): X.XX with benchmark (<1) ROE: XX.XX% with benchmark ( 20%) ROA: XX.XX% with benchmark ( 10%) Profit Margin: XX.XX% with benchmark ( 20%) Operative Margin: XX.XX% with benchmark ( 20%) NOTE: "Operative" not "Operating" Gross Margin: XX.XX% with benchmark ( 40%) ROIC: XX.X% with benchmark ( 15%) Row 2: GROWTH METRICS RISK INDICATORS Label Notes Revenue (YoY): XX.XX% with benchmark ( 10%) REPORTED only Earning (YoY): XX.XX% with benchmark ( 0%) REPORTED only EPS (TTM): $X.XX Forward EPS: $X.XX Growth Rates: Capped: X.X% / Uncapped: X.X% Analyst Target: $XX.XX CRS (0 1): X.XX with benchmark (Medium) Debt/Equity (mrq): X.XX with benchmark (0.5 1) Piotroski F: X with benchmark (≥7) Altman Z: X.XX with benchmark ( 3) Beneish M: X.XX with benchmark (< 1.78) Value Trap: XX (Label) Row 3: LIQUIDITY & FREE CASH FLOW INSIDER & SENTIMENT & CLASS Label Notes Current Ratio: X.XX with benchmark (1 2) Cash: $X.XB Debt: $X.XB or N/A FCF Growth 5Y: XX.X% with benchmark ( 5%) FCF Yield: X.XX% with benchmark ( 4%) FCF Margin: XX.XX% with benchmark ( 15%) Payout Ratio: XX.XX% with benchmark (<50%) Buys (12M): X from SEC Form 4 or N/A Sells (12M): X from SEC Form 4 or N/A Net Shares (12M): +/ XXK from SEC Form 4 or N/A Short Int (%): X.X% Sentiment / Articles: +X.XXX / XX (Positive/Negative) Stock: [Type] + Div Yield: Combined: "Stock: Growth" + "Div Yield: X.XX%" Sector/Industry: Combined: "Sector / Industry" Row 4: QUALITY SCORES MOAT & OTHER Label Notes CQVS: XX.XX with benchmark range Label: Strong/Moderate/Weak Valuation: XX.XX Quality: XX.XX Strength: XX.XX Integrity: XX.XX Buffett Moat: X with benchmark (4 7) Greenblatt (MF): EY: X.X% / ROC: X.X% or N/A Beta: + Vol 1Y: Combined: "Beta: X.XX" + "Vol 1Y: XX.X%" Earnings Predict.: XX.X% with benchmark ( 80%) Drawdown (5Y): XX.X% with label (Low/Mid/High) Completeness: + Data Quality: Combined: "XX.X%" + "High/Medium/Low" STANDARDIZED BENCHMARKS (Single Source of Truth) Use these EXACT thresholds for color coding: Metric Green (Good) Yellow (Neutral) Red (Warning) ROE 20% 10 20% <10% ROA 10% 5 10% <5% Profit Margin 20% 10 20% <10% Operative Margin 20% 10 20% <10% Gross Margin 40% 25 40% <25% ROIC 15% 8 15% <8% Debt/Equity <1 1 2 2 Current Ratio 1 2 0.5 1 or 2 3 <0.5 or 3 Piotroski F ≥7 4 6 ≤3 Altman Z 2.99 1.81 2.99 <1.81 Beneish M < 2.22 2.22 to 1.78 1.78 PEG (1Y) <1 1 2 2 RSI (14) 30 50 50 70 70 or <30 Short Interest <5% 5 10% 10% FCF Yield 5% 2 5% <2% FCF Margin 15% 10 15% <10% Dividend Yield 2% 1 2% <1% or 8% Value Trap 0 39 40 59 60 100 Max Drawdown 30% 30% to 50% < 50% Revenue Growth 10% 0 10% <0% Earnings Growth 0% 10% to 0% < 10% Overview This skill provides institutional grade evaluation of potential stock investments. Unlike portfolio analysis which reviews existing positions, this skill evaluates stocks you're considering buying or deciding whether to purchase . The evaluation answers: Should I buy this stock? At what price should I enter? How much should I allocate? What's my upside and downside? When should I sell? Default Currency: € (Euro) All monetary values in the dashboard should be displayed in Euro (€) as the default currency: Price: €42.13 Market Cap: €78.3B Analyst Target: €56.45 Entry/Stop/Target prices: €38, €35, €56 EPS values: €1.39, €1.91 IMPORTANT: Use REPORTED Growth Rates For the dashboard metrics "Rev Growth" and "Earn Growth" : USE REPORTED GROWTH not underlying, adjusted, or organic figures Reported figures reflect actual GAAP/IFRS numbers including FX, acquisitions, disposals This provides a more accurate picture of what investors actually received Example: If underlying growth is 7% but reported is 2.2%, use 2.2% Same for earnings: Use reported EPS growth, not adjusted EPS growth Core Purpose Stock Evaluator is for: ✅ Evaluating potential investments BEFORE buying ✅ Analyzing watchlist candidates ✅ Getting buy/hold/sell recommendations with specific prices ✅ Comparing multiple investment opportunities ✅ Finding better alternatives to current consideration NOT for: ❌ Reviewing existing portfolio positions (use Portfolio Analyst skill) ❌ General stock market questions ❌ Stock screening or discovery from scratch ❌ Options, derivatives, or crypto analysis Evaluation Framework Five Pillars of Stock Evaluation 1. Valuation Assessment Is the stock undervalued, fairly valued, or overvalued? Multiple valuation methods (DCF, relative, Peter Lynch, asset based) Margin of safety requirement (15 30%) Fair value estimate with confidence range 2. Quality Analysis Business model strength and competitive moat Financial health and trends (5 10 year view) Management quality and capital allocation Industry position and competitive advantages 3. Timing Assessment Technical setup and entry points Near term catalysts and events Market sentiment and positioning Optimal entry price range 4. Position Sizing Allocation recommendation (% of portfolio) Based on conviction, risk, and diversification Maximum allocation limits Risk adjusted sizing 5. Conviction Rating Strong Buy : High conviction, clear undervaluation, low risk Buy : Good opportunity, reasonable valuation, moderate risk Hold : Fairly valued, no compelling reason to buy now Avoid : Overvalued, significant risks, or better alternatives exist Value Trap Indicator What It Is A Value Trap is when a stock appears undervalued (low P/E, low P/B) but is actually cheap for valid fundamental reasons. The stock keeps declining despite appearing "cheap." Value Trap Score Calculation (0 100, LOWER = more genuine, HIGHER = more trap) Components to evaluate (ADD points for trap indicators): 1. Price Momentum (25 points max) 6 month price change vs market: If underperforming by 20%, ADD 15 25 points 12 month price change: Sustained decline = ADD 10 20 points If price momentum is POSITIVE: ADD 0 points 2. Earnings Quality (25 points max) EPS trend (3 years): Declining = ADD 10 25 points Revenue trend: Declining = ADD 5 15 points Margin trend: Compressing = ADD 5 10 points If earnings quality is STRONG: ADD 0 points 3. Balance Sheet Health (25 points max) Debt levels increasing? ADD 5 15 points Cash flow negative or declining? ADD 10 20 points Working capital deteriorating? ADD 5 10 points If balance sheet is HEALTHY: ADD 0 points 4. Valuation Context (25 points max) Is low multiple justified by declining fundamentals? ADD 10 25 points Compare current fundamentals to when multiple was higher If fundamentals justify valuation: ADD 0 points Scoring Formula (Score ranges from 0 to 100, where 0 = definitely genuine value, 100 = definite value trap) Score Interpretation 0 19 : Genuine Value (likely undervalued, fundamentals intact) GREEN 20 39 : Probably Genuine (minor concerns, monitor) LIGHT GREEN 40 59 : Caution Zone (mixed signals, proceed carefully) YELLOW 60 79 : Likely Trap (multiple red flags) ORANGE 80 100 : Strong Trap Signal (avoid) RED Display Format Color coding: green <40, yellow 40 60, red 60 Investor Persona Scores Score each stock against 8 famous investor philosophies (0 10 scale). This helps users understand what type of investor the stock suits. 1. Warren Buffett Score Based on "The Warren Buffett Way" seeks durable competitive advantages Key metrics weighted: ROE ( 20%): 2 points Profit margin ( 15%): 2 points Free cash flow positive & growing: 2 points Moat strength (brand, pricing power): 2 points Predictable earnings: 2 points Buffett likes: Predictable businesses, pricing power, low capex needs, consistent profitability 2. Charlie Munger Score Based on "Poor Charlie's Almanack" mental latticework, inversion thinking Focus on: What could go WRONG (inversion principle) Scoring: Start at 10, subtract penalties: High debt (D/E 2): 3 points Volatile earnings: 2 poin

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