> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Fundamental analysis

> Analyze company financials, growth metrics, and valuation using AI in Sourcetable.

Sourcetable's fundamental analysis tools examine company financials to assess intrinsic value, growth potential, and investment quality.

## Available analysts

### Fundamental analyst

Evaluates core financial metrics — revenue growth, profit margins, return on equity, debt-to-equity, free cash flow, and earnings quality. Provides a comprehensive financial health assessment.

### Factor analyst

Scores stocks across multiple quantitative factors — value, momentum, quality, size, and volatility. Identifies factor exposures and compares against benchmarks.

### Value investor

Applies value investing principles — looks for stocks trading below intrinsic value using DCF analysis, P/E ratios, P/B ratios, and margin of safety calculations.

### Growth investor

Identifies high-growth opportunities by analyzing revenue acceleration, market expansion, TAM, competitive moats, and reinvestment rates.

### Contrarian investor

Finds opportunities where market consensus may be wrong — analyzes sentiment extremes, mean reversion signals, and overlooked catalysts.

## Using fundamental analysis

Ask the AI assistant:

* "Run a fundamental analysis on AAPL"
* "Compare the value metrics of MSFT, GOOGL, and AMZN"
* "Which S\&P 500 stocks have the highest growth scores?"
* "Analyze Tesla's financial health and give me a buy/sell recommendation"
* "Run a DCF analysis on Netflix with a 10% discount rate"

## DCF analyst

The DCF (Discounted Cash Flow) analyst builds detailed financial models:

* Projects future cash flows based on historical growth rates
* Applies discount rates to calculate present value
* Estimates terminal value
* Provides a fair value range with sensitivity analysis