Fundamental Stock Analysis Checklist

Format

Markdown Parameterized

Inputs

company_or_ticker (text) · Required

Outputs

fundamental_analysis (text, markdown)

Replace the ${…} placeholders with your values before using this prompt. See parameters and defaults below.

Analyze ${company-or-ticker} using a fundamental-investing approach. Use only information available in the provided materials or otherwise accessible to you. Do not invent figures; identify missing or uncertain data clearly.

1. Understand the business. Explain in no more than two sentences what the company does and how it earns money. If the business cannot be explained clearly from the available information, say so and note that an investor who does not understand the business may want to skip it.

2. Review revenue and profitability. Assess whether revenue is growing or stagnant, whether margins are rising or falling, and whether profits are consistent or volatile. Discuss whether revenue growth is accompanied by stable or improving margins.

3. Review the balance sheet. Assess debt, including the debt-to-equity ratio (DER) where data is available; whether cash appears sufficient for operations; and whether there are unusual assets or suspicious related-party transactions. Explain the implications of any concerns.

5. Assess valuation. Compare P/E, P/BV, and EV/EBITDA with companies in the same industry and with the company’s own historical valuation, where data is available. Do not judge valuation only as absolutely cheap or expensive; explain the relative comparison and disclose unavailable comparisons.

6. Identify catalysts. Identify plausible developments that could affect the share price over the next 6–12 months, such as expansion, commodity-price changes, regulatory changes, or corporate actions. If no clear catalyst is evident, say so and note that even a good company’s stock may move sideways for an extended period.

Present the findings clearly, distinguish facts from interpretation, and flag important limitations. The source checklist does not specify a Step 4; do not add or guess one.