Valuation reports with editable models.
DBOT researches a public company, explains the method and main assumptions, and gives your team a PDF report and Excel workbook to review.
How a report is built
Select a step for detailsResearch
DBOT also checks the available evidence for and against your thesis before the valuation starts.
Collects current prices, rates, and trading multiples.
Pulls market data when the report runs and uses it in the valuation and peer comparison.
What DBOT does
Choose a company and add your thesis and questions. DBOT gathers the research, selects a valuation method based on Aswath Damodaran’s framework, and produces a PDF report and Excel workbook.
DBOT does not give investment advice or make buy or sell recommendations. Review the sources, assumptions, and sensitivity analysis before using the output.
What DBOT includes
Research and review
DBOT researches the company, builds the valuation, and runs review checks before it creates the report.
- Separate research and review steps
- Tools for filings and market data
- Checks before delivery
Report and workbook
DBOT supports several valuation methods. Each completed valuation includes a PDF report and an Excel workbook with formulas and editable assumptions.
- DCF, DDM, bank FCFE, and sum-of-the-parts methods
- Excel workbook with formulas
- PDF report
Sources and data
DBOT uses SEC filings, company disclosures, news, and market data gathered when the report starts. The report links to the research sources it cites.
- Market data fetched for the report
- SEC filings and company disclosures
- Source links in the report
What you can review
Method
What valuation method is being used?
DBOT selects a method based on Aswath Damodaran’s framework and explains why it fits the company.
Assumptions
Where are the main assumptions, and can you change them?
The report lists the main assumptions. The Excel workbook lets you edit them, and the report tests the inputs with the largest effect on value.
Files
Can you inspect and revise the model?
Each completed valuation includes a PDF report and an editable Excel workbook.
Analyst control
What does the analyst control?
You provide the thesis and questions, then review and revise the output.
Who it is for
Research teams
Create a first-pass report and model for a supported public company. An analyst can then review and revise the work.
Advisors and family offices
Keep the assumptions behind an internal valuation in a written report and editable model.
Universities and training
Use current public companies in class. Students can review the assumptions and edit the Excel workbook.
Comparing companies
Use a consistent report format to compare assumptions and valuation results across several companies.
Pricing and access
Individuals can sign up and buy reports online. Email us about team access, volume pricing, or a pilot.
Want to use DBOT with your team? Tell us what you research and how you work.