Services

Whether you’re an investor screening investment opportunities, a business preparing for a transaction, an asset manager looking for coverage of relatively under-covered stocks, or a small business owner trying to figure out the true worth of your business, our two-tiered financial analysis and valuation services delivers the clarity and depth you need—backed by rigorous modelling and thorough research.


Tier 1: Core Financial Modelling (Excel-Based)

Ideal for clients who need robust foundational analysis:

·        In-Depth Ratio Analysis – Liquidity, profitability, leverage, and efficiency metrics with tailored commentary.

·        DCF Modelling – Detailed discounted cash flow valuation, including sensitivity analysis vs WACC/g/industry specific KPIs.

·        Comparable Company Comps – Benchmarking against industry peers using market-driven multiples.

 

Tier 2: Excel + Professional Report

Everything in Tier 1, plus a presentation/Word doc for stakeholders or decision-makers. It would generally consist of the following, with an option to customize on a case-by-case basis.

  • Industry Overview: Market trends, competitive landscape, and outlook
  • Business Model: Deep dive into company operations and competitive advantage
  • Company Overview: Key facts and insights
  • Financial Analysis: Detailed breakdown of historical performance. Trend of: Sales growth, Gross margin, EBIT margin, ROCE, FCF, Working Capital, Capex
  • Valuation: DCF, Comps, and other industry-standard methods

Data Sources to be used: Company filings, Earnings calls, IMF/World Bank, Central banks, Industry reports, and our Network where applicable.


Interested? Feel free to reach out to us at:

undervalued_insights@hotmail.com


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