Institutional Valuation Master

💎 Don't Just Analyse. Valuate Like a Hedge Fund.

Most indicators draw lines based on price action. They tell you where the price was, not what the asset is worth. Even standard valuation tools fail because they act too slow during earnings season and break down when accounting tricks are used.
The Institutional Valuation Master is different. It is a complete Financial Modeling Engine built directly into TradingView. It combines 6 valuation models, an adaptive risk engine, and forensic quality checks to answer one question: "Is this asset truly cheap?"



🚀 Key Features:
1. 🎨 Smart Visual Intelligence (Heatmap) The valuation lines are not static; they are alive. They change color to warn you about the quality of the valuation:
• Growth Strategy Line (The Heatmap):
o Driven by the PEG Ratio.
o 🟢 Green: Growth is priced reasonably (Undervalued relative to speed).
o 🔴 Red/Orange: Warning! Growth is overpriced (High PEG). The price may be high, but it's "Expensive Growth."
• Hybrid Value Line (The Forensic Check):
o Driven by Quality of Earnings (QoE).
o 🟢 Green: High Quality. Reported earnings are fully backed by robust Free Cash Flow.
o 🔴 Red/Orange: "Empty Earnings." The company reports profits, but cash flow is weak. Proceed with caution even if the stock looks "cheap."



2. ⚡ Live Event Mode (Scenario Planning)
Data providers lag by hours or days after earnings releases. You don't have to wait.
• Instant Re-Calibration: Simply input the newly reported EPS (or a forecasted number) into the settings. The entire valuation engine—including P/E blends and DCF—instantly updates to reflect the new reality.
• "What-If" Modeling: Use this mode to simulate scenarios: "What is the fair value if earnings grow by 20%?" Visualization happens in real-time.
3. 🛡️ Noise-Resistant History (The Median Edge)
Unlike standard tools that "drift" with price spikes, this engine locks onto the statistical median of the last 5 years for P/E, P/S, P/B, and P/CF.
• Result: A "Fair Value" line that remains stable during market panic or euphoria, acting as a reliable anchor.

4. 🔍 Forensic Quality Checks (QoE & PEG)
Not all earnings are created equal. The script runs a background quality scan:
• Quality of Earnings (QoE): It cross-references Net Income against Free Cash Flow. If earnings are "paper gains" without cash backing, the Smart DCF model automatically switches logic to protect you.
• Dynamic PEG Ratio: Evaluates value relative to growth speed. You can toggle between Annual (YoY), Quarterly (QoQ), or TTM Averaging to catch growth acceleration early.
5. 🧠 Smart "Hybrid" Valuation
Why rely on one model? This suite triangulates value using 6 Institutional Models simultaneously:
• Blended P/E: A proprietary mix of Historical Median, Sector Targets, and Justified P/E (based on risk and ROE).
• Smart DCF: Two-stage Discounted Cash Flow model.
• Classic Models: Graham Number & Gordon Growth Model.
• Multiples: P/S, P/B, and P/CF medians.
• Hybrid valuation gives you the flexibility to add or exclude any financial model if needed.
6. 🏥 Bankruptcy & Risk Radar
• Altman Z-Score: A built-in financial health check scans the balance sheet for distress signals, customized for Manufacturing (Asset-Heavy) or Services (Asset-Light) sectors.
• Adaptive Risk Engine: Fetches live US 10Y Bond Yields and calculates the stock's Live Beta to dynamically adjust the discount rates used in valuation.

⚖️ Adaptive Intelligence
Dynamic Regime Detection
This script features a proprietary "Auto-Regime" Engine. It scans the fundamental DNA of the stock (Growth Rates, Beta, Yield, Asset Density) and automatically shifts the valuation weights to match the stock profile (e.g., shifting focus to Dividends for utility stocks, or Revenue for tech stocks).



The Institutional Dashboard (Command Center)
Stop switching tabs to check financials. The on-chart dashboard condenses over 50+ fundamental data points into a single, actionable view. It is designed for speed and clarity:
• ⚡ Active Regime Status: The top row displays the "Brain" of the system. See instantly if the algorithm is valuing the stock as a "High Growth", "Deep Value", or "Yield/Stable" asset.
• 🎯 Real-Time Gaps: Every valuation model (DCF, Graham, P/E, etc.) shows its individual "Fair Value" and the exact Upside/Downside Gap % from the current price.
• 🏥 Health Radar: Instant color-coded checks for Altman Z-Score (Bankruptcy Risk), Debt-to-Equity, and Current Ratio.
o 🟢 Green: Healthy/Safe.
o 🔴 Red: Financial Distress/Risk.
• ⚠️ Margin of Safety (MOS): Clearly displays the "Wait" price vs. the "Value" price based on the stock's volatility.

📈 Fundamental Momentum (Trend Vectors) Static numbers can be misleading. A "Safe" Z-Score that is rapidly dropping is a warning sign. The dashboard features dynamic Directional Arrows (▲/▼) next to key metrics:
• Value & Growth Gap: Indicates if the valuation gap is widening (becoming more attractive) or narrowing.
• Altman Z-Score: A rising arrow (▲) signals fading bankruptcy risk—crucial for catching turnaround plays.
• Net Margins & QoE: Instantly spot if the company's efficiency and cash-quality are improving or deteriorating quarter-over-quarter.
Rule of Thumb: A "Cheap" stock with Red Arrows (▼) across the board could be "Value Trap." A stock with Green Arrows (▲) could be "Turnaround Candidate."



💡 Pro Tip: Hover your mouse over the "Blended P/E" or "P/E Rank" cells to reveal a popup with deep breakdowns of the data!

🔔 Actionable Signals
🔔 Set & Forget
Configure server-side alerts to notify you strictly when high-probability conditions align:
1. Price drops below the Volatility-Adjusted Margin of Safety.
2. AND Fundamental Momentum is positive.
3. AND Technical filters (RSI) confirm a reversal.

⚙️ Settings & Customization
• Valuation Basis: TTM (Trailing) or FY (Fiscal Year).
• Event Mode: Manual override for live earnings or projections.
• Risk Settings: Adjustable Risk-Free Rate & Country Risk Premiums.

⚠️ Disclaimer:
This tool is for educational and analytical purposes only. It streamlines financial modeling but does not constitute financial advice. Past performance is not indicative of future results. Valuation models rely on third-party financial data which may be subject to revisions.