What it does
One call produces both deliverables of a sell-side initiation for a US-listed operating company: 1. The Excel model (same builder as build_financial_model) with a Target Price tab: EV/EBIT valuation with Bear/Base/Bull multiples, a blended DCF + multiple 12-month target, upside and rating, sensitivity, and the return profile. Returned as a download link. 2. A report pack for you to write a 3-page initiation note: key metrics table, valuation outputs read from the evaluated workbook, chart data (share price, stock vs sector ETF, margin trend), SEC filing evidence with citations (business, segments, guidance, risk-factor changes, ownership, insiders), the report outline, writing rules, consistency checks and caveats. Write the note strictly from the pack and give the user both the note and the model link. Quote the model's numbers exactly; address every caveat (the generated DCF uses placeholder WACC inputs, and the Base multiple is a neutral default unless the user gives one). Before calling, if the user hasn't said, ask for 2-5 peers and whether they want a DCF weight other than 30%; proceed with defaults if they decline. Not for banks or insurers (use build_report_pack). Not investment advice.
A download link for the Excel model and a JSON report pack: key metrics table, target price block, multiples, chart series, SEC evidence sections with citations, outline, writing rules, consistency checks and caveats.
Who it helps
Analysts who want a first-draft initiation note and the model behind it, with every figure traceable to a filing.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| ticker required | US ticker symbol, e.g. CROX |
| peers required | Up to five comparable tickers for the peer section |
| dcfWeight required | Weight of the DCF in the blended target (default 0.3; the rest is EV/EBIT) |
Example request
Write an initiation note on Crocs against Deckers and Nike, and give me the model.
{
"ticker": "CROX",
"peers": [
"DECK",
"NKE"
]
}What to expect
A download link for the Excel model and a JSON report pack: key metrics table, target price block, multiples, chart series, SEC evidence sections with citations, outline, writing rules, consistency checks and caveats.
Important limits
The DCF uses placeholder WACC inputs and the Base multiple is a neutral default until you set them. Price charts need a configured price source. US operating companies only; not banks or insurers.
Data sources and verification
EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.