Zyberno stock valuation

{'type': 'object', 'required': ['current_stock_price', 'cash_flow_per_share', 'discount_rate', 'growth_years', 'growth_rate', 'terminal_growth_rate'], 'properties': {'growth_rate': {'type': 'number', 'description': 'Annual cash flow growth during the first stage, in percent. Pass 8 for 8 percent. Range -20 to 100.'}, 'growth_years': {'type': 'integer', 'maximum': 20, 'minimum': 1, 'description': 'Length of the high-growth first stage, in years.'}, 'discount_rate': {'type': 'number', 'maximum': 50, 'description': 'Discount rate (required return or WACC) in percent. Pass 10 for 10 percent. Must be greater than the terminal growth rate.', 'exclusiveMinimum': 0}, 'cash_flow_per_share': {'type': 'number', 'description': 'Starting free cash flow or owner earnings PER SHARE, not the company total. This is the base the projection grows from.', 'exclusiveMinimum': 0}, 'current_stock_price': {'type': 'number', 'description': 'Current share price, used only to compute the margin of safety against the fair value.', 'exclusiveMinimum': 0}, 'terminal_growth_rate': {'type': 'number', 'description': 'Perpetual growth rate after the first stage, in percent. Pass 2.5 for 2.5 percent. Range -5 to 15, and must be below the discount rate.'}}, 'additionalProperties': False}

{'type': 'object', 'required': ['symbol'], 'properties': {'symbol': {'type': 'string', 'description': 'Ticker symbol of a US-listed company, for example AAPL, MSFT, or BRK.B. Case insensitive. Non-US listings and most OTC ADRs are not covered and return no data.'}}, 'additionalProperties': False}

{'type': 'object', 'additionalProperties': False}

{'type': 'object', 'additionalProperties': False}

{'type': 'object', 'properties': {'limit': {'type': 'integer', 'maximum': 25, 'minimum': 1, 'description': 'How many companies to return, 1 to 25. Defaults to 10. The total number that matched is reported regardless.'}, 'sector': {'type': 'string', 'description': 'Restrict to one sector, spelled as Zyberno stores it, for example Technology, Healthcare, Industrials, Energy, Consumer Cyclical, Financial Services, Real Estate, Utilities, Basic Materials, Communication Services, Consumer Defensive.'}, 'roe_min': {'type': 'number', 'description': 'Minimum return on equity in percent.'}, 'sort_by': {'enum': ['market_cap', 'zyberno_score', 'margin_of_safety', 'fundamental_vs_implied_gap', 'roic', 'roe', 'fcf_yield', 'momentum_12_1', 'momentum_12_1_pct', 'eps_sue', 'pe_ratio'], 'type': 'string', 'description': 'Field to rank the matches by, largest first. Defaults to market_cap.'}, 'exchange': {'enum': ['NASDAQ', 'NYSE', 'OTC', 'CBOE'], 'type': 'string', 'description': 'Restrict to one listing venue.'}, 'roic_min': {'type': 'number', 'description': 'Minimum return on invested capital in percent. Pass 15 for 15 percent.'}, 'eps_sue_max': {'type': 'number', 'description': 'Maximum standardised earnings surprise (SUE), range -4 to +4.'}, 'eps_sue_min': {'type': 'number', 'description': 'Minimum standardised earnings surprise (SUE), a winsorized z-score bounded to the range -4 to +4. Positive means the latest reported earnings beat the trend-based expectation. Pass 1 for a one standard deviation beat.'}, 'pb_ratio_max': {'type': 'number', 'description': 'Maximum price to book ratio.'}, 'pe_ratio_max': {'type': 'number', 'description': 'Maximum trailing price to earnings ratio. Companies with no meaningful P/E, including loss makers, are excluded when this is set.'}, 'brina_gap_max': {'type': 'number', 'description': 'Maximum Brina Gap in percentage points. Use a negative value to isolate companies whose price implies more growth than fundamentals support.'}, 'brina_gap_min': {'type': 'number', 'description': 'Minimum Brina Gap in percentage points. Positive means the growth the business can fund exceeds the growth its price implies; negative means the price implies faster growth than the fundamentals support. Pass 3 for 3 percentage points.'}, 'fcf_yield_min': {'type': 'number', 'description': 'Minimum free cash flow yield in percent. Pass 5 for 5 percent.'}, 'peg_ratio_max': {'type': 'number', 'description': 'Maximum PEG ratio, price to earnings divided by growth.'}, 'market_cap_max': {'type': 'number', 'description': 'Maximum market capitalisation in US dollars.'}, 'market_cap_min': {'type': 'number', 'description': 'Minimum market capitalisation in US dollars, for example 2000000000 for 2 billion.'}, 'eps_cagr_3yr_min': {'type': 'number', 'description': 'Minimum 3 year diluted EPS compound annual growth rate in percent.'}, 'current_ratio_min': {'type': 'number', 'description': 'Minimum current ratio. Pass 1.5 for 1.5x.'}, 'momentum_12_1_max': {'type': 'number', 'description': 'Maximum 12 minus 1 price momentum in percent. Pass a negative value to isolate fallers.'}, 'momentum_12_1_min': {'type': 'number', 'description': 'Minimum 12 minus 1 price momentum in percent: total return including dividends over the last 12 months, skipping the most recent month. Pass 20 for 20 percent, or -30 for a 30 percent fall. Values are unbounded above, and the strongest names in the universe can read in the hundreds of percent. Companies listed under 13 months have no window and are excluded whenever any momentum filter is set.'}, 'zyberno_score_min': {'type': 'number', 'description': 'Minimum Zyberno quality score, on a 0 to 100 scale combining profitability, balance sheet strength and earnings consistency.'}, 'debt_to_equity_max': {'type': 'number', 'description': 'Maximum debt to equity ratio, as a ratio not a percent. Pass 1.5 for 1.5x.'}, 'earnings_yield_min': {'type': 'number', 'description': 'Minimum earnings yield in percent, the inverse of P/E. Pass 8 for 8 percent.'}, 'net_margin_ttm_min': {'type': 'number', 'description': 'Minimum trailing twelve month net margin in percent.'}, 'ev_ebitda_ratio_max': {'type': 'number', 'description': 'Maximum enterprise value to EBITDA ratio.'}, 'market_cap_category': {'enum': ['mega', 'large', 'mid', 'small', 'micro'], 'type': 'string', 'description': 'Restrict by size band, as an alternative to explicit market cap bounds. Bands are micro under $300M, small $300M to $2B, mid $2B to $10B, large $10B to $200B, mega $200B and above. Note that large excludes mega, so for the very largest companies use mega, and to cover both give market_cap_min instead.'}, 'gross_margin_ttm_min': {'type': 'number', 'description': 'Minimum trailing twelve month gross margin in percent.'}, 'margin_of_safety_max': {'type': 'number', 'description': 'Maximum Margin of Safety in percentage points. Pass 10 for 10 percent.'}, 'margin_of_safety_min': {'type': 'number', 'description': 'Minimum Margin of Safety in percentage points, where positive means the price sits below the discounted cash flow estimate. Pass 10 for 10 percent, not 0.1. Negative values are allowed.'}, 'revenue_cagr_3yr_min': {'type': 'number', 'description': 'Minimum 3 year revenue compound annual growth rate in percent.'}, 'momentum_12_1_pct_max': {'type': 'number', 'description': 'Maximum cross-sectional momentum percentile, 0 to 100.'}, 'momentum_12_1_pct_min': {'type': 'number', 'description': 'Minimum cross-sectional momentum percentile, 0 to 100, where 100 is the strongest momentum in the covered universe. Prefer this over the raw percentage when the user asks for strong or weak momentum in relative terms. Percentiles refresh on a monthly recompute, so they can lag the raw figure.'}, 'price_to_52w_high_max': {'type': 'number', 'description': 'Maximum ratio of current price to the 52 week high. Pass 0.7 to find stocks at least 30 percent below their high.'}, 'price_to_52w_high_min': {'type': 'number', 'description': 'Minimum ratio of current price to the 52 week high, where 1.0 means the stock is sitting at its high. Pass 0.95 for within 5 percent of the high.'}, 'revenue_yoy_growth_min': {'type': 'number', 'description': 'Minimum year over year revenue growth in percent.'}, 'operating_margin_ttm_min': {'type': 'number', 'description': 'Minimum trailing twelve month operating margin in percent.'}, 'owner_earnings_yield_min': {'type': 'number', 'description': 'Minimum owner earnings yield in percent. Owner earnings is the cash figure the discounted cash flow behind Margin of Safety is built on.'}, 'fundamental_growth_rate_max': {'type': 'number', 'description': 'Maximum fundamentally fundable growth rate in percent.'}, 'fundamental_growth_rate_min': {'type': 'number', 'description': 'Minimum fundamentally fundable growth rate in percent, defined as ROIC times reinvestment rate. This is the first half of the Brina Gap on its own.'}, 'interest_coverage_ratio_min': {'type': 'number', 'description': 'Minimum interest coverage ratio, operating income over interest expense.'}}, 'additionalProperties': False}

{'type': 'object', 'required': ['current_balance', 'years', 'expected_annual_return_pct', 'annual_volatility_pct'], 'properties': {'years': {'type': 'integer', 'maximum': 60, 'minimum': 1, 'description': 'How many years to simulate forward.'}, 'goal_amount': {'type': 'number', 'minimum': 0, 'description': 'Optional target end value. When set, the result reports the share of simulated paths that finished at or above it.'}, 'simulations': {'type': 'integer', 'maximum': 50000, 'minimum': 1000, 'description': 'Number of simulated paths. Defaults to 10000. More paths stabilise the tails and cost more time.'}, 'fee_rate_pct': {'type': 'number', 'minimum': 0, 'description': 'Annual fee drag in percent, for example a fund expense ratio. Defaults to 0.'}, 'current_balance': {'type': 'number', 'minimum': 0, 'description': 'Starting portfolio value in currency units.'}, 'inflation_rate_pct': {'type': 'number', 'minimum': 0, 'description': "Annual inflation in percent. When set above 0, results are expressed in today's purchasing power. Defaults to 0."}, 'monthly_contribution': {'type': 'number', 'minimum': 0, 'description': 'Amount added every month. Defaults to 0.'}, 'annual_volatility_pct': {'type': 'number', 'minimum': 0, 'description': 'Annual standard deviation of returns in percent. Pass 15 for 15 percent. Broad equity indices have historically run in the mid teens.'}, 'expected_annual_return_pct': {'type': 'number', 'description': 'Expected average annual return in percent. Pass 7 for 7 percent.'}}, 'additionalProperties': False}