From grimoire
Performs discounted cash flow (DCF) valuation of companies, projects, or assets. Projects free cash flows, calculates WACC, estimates terminal value, runs sensitivity analysis, and documents assumptions.
How this skill is triggered — by the user, by Claude, or both
Slash command
/grimoire:calculate-dcfThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Build a discounted cash flow valuation to estimate the intrinsic value of an asset.
Build a discounted cash flow valuation to estimate the intrinsic value of an asset.
Adopted by: CFA Institute, investment banks (Goldman Sachs, Morgan Stanley), private equity firms globally Impact: DCF remains the dominant valuation methodology for intrinsic value; Damodaran's NYU research shows it outperforms multiples-based methods for long-horizon investments.
Why best: DCF forces explicit assumptions about growth, margins, and risk, making them auditable. Unlike comparable-company analysis, DCF anchors value to fundamental cash generation rather than market sentiment. Proper WACC construction links capital structure to the discount rate, keeping the model internally consistent.
SaaS company, 5-year horizon: Revenue $50M growing 30% YoY, EBIT margin expanding from 10% to 25%, WACC = 12%, terminal growth = 3%. Base-case equity value = $420M vs. market cap of $380M → 10.5% upside; bear case = $290M, bull case = $610M. Sensitivity table shows value crosses market price at WACC > 13.8%.
Finance disclaimer: This skill encodes professional best practices for educational purposes. It is not financial advice. Consult a licensed financial advisor before making investment decisions.
npx claudepluginhub jeffreytse/grimoire --plugin grimoireBuilds Discounted Cash Flow (DCF) models for US stocks with TTM metrics, revenue/FCF projections, three-scenario analysis, and sensitivity tables for intrinsic value.
Builds DCF valuation models in Excel with assumptions sheet, 5-year FCF projections, WACC, terminal value via Gordon Growth, sensitivity tables. Outputs enterprise/equity value.
Builds institutional-quality DCF models for equity valuation: fetches SEC/analyst data, projects cash flows with WACC, runs sensitivity analysis, exports Excel files.