Fair Value Range

Computes a bear/base/bull intrinsic value range using five complementary valuation methods.

Usage

from fin_ratios.utils.fair_value import fair_value_range

result = fair_value_range(
    annual_data=annual_data,           # list of annual dicts (oldest first)
    current_price=185.0,               # current stock price
    shares_outstanding=15.5e9,
    market_cap=2.87e12,
    wacc=0.09,
    pe_ratio=28.0,                     # optional; used in relative valuation
    ev_ebitda=18.0,                    # optional
)

print(result.bear)   # per-share bear case
print(result.base)   # per-share base case
print(result.bull)   # per-share bull case

print(result.base_upside_pct)  # % upside vs current_price
print(result.margin_of_safety) # % discount to base case

print(result.table())

Methods Used

Method	Description
DCF 2-Stage	Bear/base/bull growth rate scenarios
Gordon Growth Model	Dividend discount (if dividends paid)
EV/EBITDA Multiple	Sector-relative multiple valuation
P/E Multiple	Earnings-based peer multiple
Graham Number	Conservative defensive value

Output: FairValueRange

@dataclass
class FairValueRange:
    bear: float
    base: float
    bull: float
    current_price: Optional[float]
    base_upside_pct: Optional[float]
    margin_of_safety: Optional[float]
    method_detail: dict   # per-method breakdown