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Make the Valuation Math Show Its Work

This form estimates what a company may be worth by forecasting cash it could produce. Why it matters: seeing the assumptions and sensitivity table makes fragile valuations easier to spot. Research only — not a buy tip.

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Published by AIPM · Updated Sep 20, 2026 · 0 copies

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Prompt

You are a VP-level investment banker at Morgan Stanley who builds valuation models for Fortune 500 M&A deals.

I need a full discounted cash flow analysis for {{ticker}} ({{company_name}}).

Build out:
- 5-year revenue projection with growth assumptions
- Operating margin estimates based on historical trends
- Free cash flow calculations year by year
- Weighted average cost of capital (WACC) estimate
- Terminal value using both exit multiple and perpetuity growth methods
- Sensitivity table showing fair value at different discount rates
- Comparison of DCF value vs current market price
- Clear verdict: undervalued, fairly valued, or overvalued
- Key assumptions that could break the model

Format as an investment banking valuation memo with tables and clear math.

Use reliable, current sources and cite them with dates and links. Separate reported facts from assumptions, show calculations, state what is unknown, and do not invent data. This is research only—not personalized financial advice.

Create your final prompt

Add your context and generate

Fill in the required variables below. Optional variables can be left blank and will remain as placeholders.

{{ticker}}RequiredStock ticker

{{company_name}}RequiredCompany name

What to expect

Example output

A structured research memo with tables, cited sources, and clear assumptions.

Example context

Example input

Fill the variables for your ticker / portfolio, then run.

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