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Fundamental Analysis & Valuation

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Gordon Growth Model Fundamental Analysis & Valuation A single-stage dividend discount model that values a share assuming dividends grow at a constant rate forever. Value = Next Year's Dividend / (Required Return - Constant Growth Rate) Gross Margin Fundamental Analysis & Valuation % Gross profit as a percentage of revenue, showing what proportion of each sale survives the direct cost of producing it. Gross Margin = (Revenue - Cost of Goods Sold) / Revenue x 100 Growth at a Reasonable Price Fundamental Analysis & Valuation qualitative An approach that seeks companies growing above average while refusing to pay a multiple that assumes the growth continues indefinitely. Test: above-market earnings growth with a PEG near or below 1 and a defensible reason for the growth to persist Guidance Fundamental Analysis & Valuation qualitative A company's own published expectation for a future financial metric, such as revenue growth or margin. Test: the statement is forward-looking, quantified or bounded, and issued by the company rather than by an analyst