A-Share Value Investing Toolbox
Designed for Consumer ยท Technology ยท Healthcare โ runs locally, no internet required
๐ง Philosophy
Core value investing principles, mental frameworks, and a learning roadmap โ build your foundation before touching the tools.
๐ Sector Screener
Score Consumer, Technology, and Healthcare stocks across key dimensions โ get a real-time composite rating and sector red flags.
๐ฐ Moat Test
Eight questions that reveal whether a moat is real or just a good story โ don't skip this step.
๐ Valuation Calculator
DCF, historical PE percentile, and PEG โ three methods that cross-check each other, plus a margin-of-safety calculator.
โ ๏ธ Value Trap Checklist
The 6 most common A-share traps in Consumer / Technology / Healthcare โ check every item before committing capital.
โ
Buy Decision Checklist
A final checklist that consolidates every analysis dimension โ all boxes checked = buy signal.
๐ Recommended Workflow
Suggested order: Moat Test โ Sector Screener โ Valuation Calculator โ Value Trap Checklist โ Buy Decision Checklist.
Work through each tool for one stock at a time, then consolidate your judgement in the Buy Decision Checklist. All data lives only in this session โ refreshing the page resets everything.
Work through each tool for one stock at a time, then consolidate your judgement in the Buy Decision Checklist. All data lives only in this session โ refreshing the page resets everything.
Investment Philosophy & Core Principles
The foundation of value investing โ skip this, and even the best tools will lead you astray
Sector Screener
Choose a sector โ score each dimension 1โ3 โ review the composite verdict
Composite Score
0
/ 0
Score each dimension above to see the verdict.
Moat Test
Answer each question โ the system grades moat strength in real time
Financial fingerprints of a real moat
Long-term ROE
โฅ 15%
Operating CF / Net Income
โฅ 0.9
Gross Margin Trend
Stable or โ
Valuation Calculator
Three methods that cross-check each other โ margin of safety always comes first
Method 1 ยท Historical PE Percentile
Historical PE Percentile
Best for: stable-earnings consumer stocks
Current PE รท Historical Mean PE
Below the historical 30th percentile = undervalued zone
PEG Growth Valuation
Best for: growth-oriented consumer / tech stocks
PEG = PE รท Earnings Growth (%)
PEG < 1 = undervalued; consumer stocks < 1.2 acceptable
DCF โ Discounted Cash Flow
Best for: mature companies with stable free cash flow
ฮฃ FCF / (1+r)โฟ
Discount rate 8โ10%; terminal growth rate 3โ4%
Margin of Safety Calculator
Fair Value (ยฅ 100M)
500
Buy Ceiling (ยฅ 100M)
350
Current vs. Buy Ceiling
+71%
--
PEG Quick Calculator
PEG
1.50
PEG is elevated โ needs faster earnings growth to justify the price.
Value Trap Checklist
Go through every item before buying โ each one has cost investors dearly in A-shares
Buy Decision Checklist
All boxes checked = buy signal โ any doubt means keep researching
Overall Decision
Confirmed 0 / 0 items
0%
Work through the list above to see the verdict.