DATAFIN GUIDE

Entry point for summary, flow, and detail statement analysis screens.

Use this hub to choose the right statement analysis route (summary, flow, or detail) before you start a company review.

A reliable workflow is Summary first, Flow second, Detail last; this sequence reduces noisy conclusions in fundamental analysis.

Shows core statement lines in a fast, simplified layout.

Open it when you need a fast balance-sheet snapshot of assets, liabilities, and equity quality before deep research.

Read asset expansion and short-term debt movement together to detect early financial stress signals in a stock analysis workflow.

Visualizes flow between key statement items and cash movement.

Use it to evaluate operating cash generation, investing intensity, and financing dependence in one integrated frame.

If operating cash flow is weak while financing inflow is persistent, treat growth claims cautiously and validate sustainability.

Full detail view with expanded metric, table, and chart coverage.

Choose this page for deep single-ticker due diligence with granular metrics, table breakdowns, and chart-level validation.

Cross-check the same metric across TTM, quarterly, and annual context to avoid making decisions from one-off period distortions.

Gateway to all screener-related modules.

Start here to orchestrate stock screening, scoring, and duel comparison in one connected decision pipeline.

Running filter -> scoring -> duel in sequence improves candidate quality and keeps your investment shortlist consistent.

Filters a large stock universe with multiple metric conditions.

Use it to narrow a large stock universe with multi-metric filters, sector constraints, and industry-level conditions.

Begin with liquidity and profitability filters, then apply valuation ratios to produce a tighter and more actionable watchlist.

Compares selected metrics visually in chart form.

Open this module to compare shortlisted stocks visually through metric trends and chart-based differences.

Pair growth, profitability, and leverage visuals together; single-chart interpretation often misses risk clustering.

Ranks stocks with rule-based scorecards.

Use rule-based stock scoring when you want objective ranking across your own weighted investment criteria.

Tune rule weights to strategy type, growth-heavy or defensive, so the score reflects your real portfolio intent.

Compares two stocks directly on selected metrics.

Use Duel for final head-to-head comparison between two high-conviction stock candidates.

Beyond winner cards, inspect lost metrics to understand trade-offs and improve portfolio risk balance.

Main entry point to all valuation modules.

Open the valuation hub to pick the best model family, DCF, quick valuation, or ratio models, for your use case.

Model selection should follow business structure: stable cash-flow names fit DCF, peer-driven stories fit multiples.

Discounts projected cash flows to produce fair value.

Use DCF for long-term intrinsic value estimation and scenario-based fair value ranges.

Always run sensitivity scenarios; small changes in discount rate or terminal growth can materially shift fair value.

Generates a faster valuation output with fewer parameters.

Use quick valuation for fast pre-screening when you need directional fair value signals with minimal setup.

Treat quick output as a first-pass filter, then validate top candidates with DCF or ratio-based models.

Collects multiples, master formulas, liquidation, and advanced models.

Use this hub to compare PE, PB, EV/EBITDA, and related multiple-based valuation frameworks together.

Look for agreement across multiple models instead of relying on a single ratio to reduce valuation noise.

Includes: PE, PB, EV/EBITDA, PS, Graham, Peter Lynch, Buffett Owner, Greenblatt, NCAV, NNWC, PTBV, RIM, EPV, SOTP, Tobin Q, Gordon, FCF Yield, Cap Rate.

Apply model-specific ratios to test whether a stock looks relatively cheap or expensive under different assumptions.

When models diverge widely, inspect earnings quality, leverage profile, and cyclicality before deciding.

Entry page for all sector-level modules.

Use sector hub when you shift from single-stock analysis to sector-level opportunity mapping.

Selecting sectors first, then stocks, usually improves strategic alignment with macro cycle and capital rotation.

Scores companies within the same sector under shared rules.

Use it to rank companies within the same sector using a common, repeatable scoring framework.

Track ranking consistency over time, not just absolute score, for stronger leadership confirmation signals.

Applies valuation models across sector peers in bulk.

Use sector valuation to detect relative overvaluation and undervaluation among comparable industry peers.

Peer comparisons work best when margin structure and business mix are similar; otherwise multiples can mislead.

Central access to metrics guide and Datafin usage guide.

Use Library Home as a central onboarding reference for metrics, workflows, and platform navigation.

A short pass through this hub reduces onboarding friction and improves analysis consistency across modules.

Explains metric definitions, formulas, and interpretation.

Open Metrics Guide before using a metric in screening, scoring, or valuation logic.

Note sector-specific interpretation differences to avoid applying the same threshold blindly across industries.

Explains what each main page/module does in the platform.

Use Datafin Guide as an operational map to understand each module and the recommended analysis sequence.

A standardized page flow improves both human decisions and AI-assisted research quality in investment workflows.

Contains account, preference, and subscription controls.

Use Settings to manage profile details, preferences, and subscription-related controls.

Keeping locale and personalization settings aligned improves filter usability, search quality, and interface clarity.