Subscription Benefits

• Screening Tools

  Use UAFRS metrics to screen for potential investment opportunities and companies with mispriced valuations and trends in fundamentals.
• Performance & Valuation Prime Chart

  Understand the drivers of cash flows, and the resulting valuations. Includes Embedded Expectation tool that allows investors to determine when markets might be overly bullish or bearish.
• Sales, Margins, & Turns Analysis

  Investigate the drivers of ROA’ and Asset’ Growth, and where a top-level analysis might not be telling the whole story.
• Valuation Scatter & Matrix

  Determine where the market is valuing a company relative to peers of similar profitability, and what changes in cash flows can mean for target prices.
• Credit Cash Flow Prime Analysis

  Due diligence across the capital structure. The CCFP allows investors to look at a company’s cash flows relative to obligations over the next several years. Identify credit risks before investing, and as importantly, identify when the market thinks there is credit risk, but those fears are overblown.
• Custom DCF Modelling & More

  Other tools including custom DCF modelling, as well as all credit and equity reports written by Valens Research.