How Simple AI Stock Valuation structures a research report
The methodology is designed to combine structured financial calculations, market data, source-backed context, and AI-assisted narrative analysis while making uncertainty and limitations visible to the reader.
Report architecture
The sample reports use two reading layers in the same PDF: a five-page Quick Report written in plain language and a Full Detailed Report with the supporting analysis, sources, charts, assumptions, and disclosures.
Detailed-report sections
- Executive Summary
- Company Overview
- Executive Leadership and Board
- Newsworthy Events
- Political Trades Over Last 30 Days, when available
- Insider Trades Over Last 30 Days, when available
- Industry Analysis
- Financial Analysis
- Analyst Expectations
- Technical Analysis
- Dividend Yield Analysis
- Discounted Cash Flow Analysis
- Valuation Methodology
- Investment Thesis
- SWOT Analysis
- MOAT Analysis
- Conclusions
- Call-option screening or illustrative scenarios, depending on the security
- Put-option screening or illustrative scenarios, depending on the security
- Appendix - Charts & Graphs
- Important Disclosures and Limitations
Discounted cash flow framework
In applicable single-stock reports, DCF arithmetic is calculated deterministically in Python rather than by the language model. FCFF is calculated as EBIT × (1 − tax rate) + depreciation & amortization − capital expenditures − change in net working capital. Forecast cash flows are discounted using WACC, then enterprise value is converted to equity value.
Separate valuation methods
The reports can present DCF and earnings/peer-based valuation estimates separately. Where supported methods differ materially in magnitude or direction, the validation language states that the report moderates confidence rather than averaging unlike estimates.
Technical analysis
The sample reports include chart-based and indicator-based technical context. Their chart appendix can include six-month daily trends, a 200-day EMA, deterministic support/resistance and pivot levels, and current trading-day intraday history. Technical analysis is context, not a substitute for fundamental valuation.
Validation and confidence
Each sample report contains a Report Validation section. Validation can pass, pass with review items, or fail. The reports surface material failures and review-level limitations in customer-facing language. Some non-critical claims or supplemental data may be omitted when dates, citations, or source quality cannot be verified.
Data availability
Report sections such as newsworthy events, political trades, insider trading, and other supplemental data can be unavailable or limited depending on public or third-party data quality at the time of retrieval. The reports state that these sections may be omitted or abbreviated rather than filled with unreliable information.
Who publishes the product and this methodology
Simple AI Stock Valuation is published by W3 Application Development LLC. This methodology page describes the report structure and controls visible in the product and historical sample reports. Product support is available at support@w3appdev.com. See About Simple AI Stock Valuation for publisher information and Data Sources for source categories and limitations.
How AI and deterministic calculations are separated
AI-assisted narrative analysis is used to synthesize and explain research. Deterministic calculations are used where the report methodology calls for explicit arithmetic or repeatable numerical logic. The report preserves assumptions, sources, confidence, validation status, and disclosures so the user can review the reasoning inputs rather than treating AI output as an unexplained recommendation.
Research standards and corrections
The Research Standards page explains the site's policies for point-in-time data, source transparency, validation, competitor comparisons, ownership disclosure, corrections, and updates.
What the methodology cannot guarantee
Every valuation and forecast is sensitive to data quality and assumptions. Market conditions can change rapidly. A report can be internally consistent and still be wrong about the future. Read the source references, dates, confidence, validation status, assumptions, and full disclosures before relying on any conclusion.