valuation

name	valuation
description	Use when pricing an entity or range. Skip a simple quote or lookup.

Valuation

Refine research. Do not replace it. Skip a simple price lookup.

1. Fix the entity, share class, as-of date, currency, and value basis. Separate observed inputs from forecasts.
2. Choose a method that fits the economics: DCF or DDM for a going concern with usable cash or dividends; SOTP for distinct segments; relative multiples when peers share industry, scale, and stage. Use at least two methods when both are supported by Evidence created from delivered current-turn results.
3. Compute from explicit inputs with finance_calculate or compute_run. Any successfully delivered read result is usable; identify its provider, warnings, and definition limits. Do not withhold the range because the route is not official.
4. When WACC, growth, or terminal value dominate, report a sensitivity range, not a single precision figure.
5. Do not issue a target, rating, or order. A valuation is an anchor, not a live signal.

Lead with the range the evidence supports, the methods used, and the assumptions that would move it.