Value Yardstick
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For independent value investors

Read the 10-K. We already did.

Type a ticker. Value Yardstick pulls the SEC filing, builds the multi-year model, and computes an intrinsic value — automatically. You spend 30 minutes on judgment, not 20 hours on data entry.

Request access → See how it works

Invite-only · built for people who read filings themselves

Not investment advice. Value Yardstick is a financial analysis tool. The outputs — analysis, projections, and intrinsic value estimates — are a starting point for your own research, not a substitute for it. No content on this site or in the application constitutes a recommendation to buy, sell, or hold any security. Every individual is solely responsible for their own investment decisions. Always complement any analysis with your own due diligence and, where appropriate, professional financial advice.

The problem

A proper valuation takes 15–20 hours. So most companies never get looked at.

Reading hundreds of pages of filings, rebuilding the model, stress-testing every assumption — that's the work before you even have a number you trust. Value Yardstick does the grunt work and hands you a defensible starting point, with every figure traced back to the filing it came from.

How it works

Add a company. The pipeline does the rest.

Enter a ticker — the four-stage pipeline runs automatically. Every result is reviewable and editable before you act on it.

01

Collect

10-K, 10-Q, and 20-F filings pulled directly from SEC EDGAR. European ESEF filings supported too.

02

Analyze

Business quality, competitive position, capital allocation, and risks — structured and source-cited from the actual filing.

03

Estimate

Multi-year projections across three scenarios: revenue, margins, ROIC, ROE, and FCF. Every assumption visible and editable.

04

Value

Intrinsic value via a blended ROE/ROIC methodology. Natural price, safety price, margin of safety vs. current market price.

The pipeline runs end-to-end without interruption. Every stage is reviewable — inspect the analysis, edit any projected value, re-run with different assumptions. The AI does the construction; you make the calls.

What you actually see

The full picture, in one place.

Companies list showing NKE, ONON, MYRG, AVGO and more with Add Company button
Companies
Add any company by ticker. US (SEC EDGAR) and European (ESEF) filings supported. Your library grows with every analysis.
Company dashboard for Nike showing intrinsic value $79.42, business opinion, documents and pipeline tabs
Company dashboard
Intrinsic value, safety price, IRR, and the full business opinion — extracted from the filing, not from a data vendor.
Financial projections table for Nike showing 5-year estimates for revenue, margins, EBITDA, EPS, ROIC
Financial projections
5-year model across every key metric — revenue, gross margin, EBITDA, net income, diluted EPS, ROIC. Every cell is editable.
Intrinsic value calculator showing target price $75.61 for NYT with V_ROE and V_ROIC component breakdown
Intrinsic value calculator
Full parameter control: growth rate, terminal rate, cost of equity. Component breakdown shows exactly how the number is built.
Why not just…
A Bloomberg Terminal?
~$24k/yr — and it still won't read the filing or compute an intrinsic value for you.
ChatGPT directly?
No filing pipeline, no persistence, and it will hallucinate the numbers. Every figure here traces to the source.
A screener like Koyfin?
Great data, zero synthesis. You'd still read every filing and build every model yourself.
Source-traceable at every step
Method transparent — no black box
Editable at every stage
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See it on a company you know.

Founding-member invites are limited while we keep analysis quality high.