---
name: equity-deep-dive
description: A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a comparable-company cross-check, and the analyst-consensus view.
tags: [equity, deep-dive, valuation, dcf, comps, consensus]
requires_tools:
  - data_equity_reference
  - data_equity_fundamentals
  - data_equity_ratios
  - data_market_rates
  - compute_valuation_wacc
  - compute_valuation_dcf
  - compute_valuation_dcf_sensitivity
  - data_equity_comps
  - data_equity_estimates
---

# Equity deep dive

The full work-up on one name: read the story, then ground it in intrinsic value,
a relative cross-check, and the consensus view — every claim sourced or
tool-grounded.

## Workflow

1.  **Read the picture.** `search` + `visit` recent, authoritative coverage —
    the latest results/guidance, strategy, and the live debate (bull vs bear).
    Ground each qualitative claim in a page you read; this frames what the
    numbers must explain.
2.  **Anchor.** `data_equity_reference` (identity, sector, shares, beta, price)
    and `data_equity_fundamentals` (revenue, FCF, margins, growth, cash/debt).
3.  **Health.** `data_equity_ratios` for liquidity, leverage, returns, and the
    company's own multiples.
4.  **Intrinsic value.** `data_market_rates` for the risk-free rate →
    `compute_valuation_wacc` → project an explicit FCF schedule →
    `compute_valuation_dcf`, then `compute_valuation_dcf_sensitivity` for a
    bear/base/bull range.
5.  **Relative cross-check.** `data_equity_comps` against a peer group you
    choose — does the relative read agree with the DCF?
6.  **Consensus.** `data_equity_estimates` for price targets, forward
    EPS/revenue, and the rating spread.
7.  **Synthesize.** A view that ties the qualitative story to intrinsic value,
    relative value, and consensus — with the discount rate, key assumptions, the
    valuation range, and the main risks stated.

## Principles

-   Read before you value: the web step sets the narrative the numbers must
    support; attribute web specifics to the page you read, mark anything
    unconfirmed as such.
-   Triangulate: when the DCF, comps, and consensus disagree, the disagreement
    is the finding — surface it rather than averaging it away.
-   Every figure from a tool; run the math through the tools so it stays exact
    and auditable. Mark forecasts and analyst estimates as expectations, not
    facts. State how much value rests on the terminal value.