DataQuant™ is a precision forecasting engine that helps investment professionals evaluate whether a company is fairly priced, overpriced, or undervalued—using structured 20-year projections grounded in real financial data.

With three built-in financial models—Conservative, Moderate, and Aggressive—DataQuant provides a clear range of valuation estimates based on historical revenue growth, profit margins, tangible equity, and long-term trends. Each model uses forward-looking scenarios to generate company value estimates and compares them against the company’s current market cap—helping advisors and analysts spot red flags or opportunities long before the market reacts.

How It Works

DataQuant automatically generates three forecasts using these financial metrics:

  • Current Market Capitalization
  • Historical Revenue Growth & Margins
  • Tangible Equity

From this, it calculates a forward-looking valuation for the company under three scenarios:

  • Conservative Model – Lower growth and margin assumptions
  • Moderate Model – Mid-range expectations
  • Aggressive Model – Higher growth and profitability

These models each project 20 years of future revenues, margins, and earnings—then compare the projected value to the company’s current market cap.

Example Output (AAPL, March 17, 2025)

For Apple Inc. (AAPL), DataQuant™ estimated the following value ranges:

  • Conservative: $270B → 1,2424% overvalued
  • Moderate: $530B → 633% overvalued
  • Aggressive: $853B → 394% overvalued

Despite different assumptions, all three models suggest the stock is significantly priced above its fundamental value under traditional performance expectations. That insight can help protect portfolios before momentum shifts.

Key Features

  • Three-Scenario Modeling: Stress-test any company with conservative, moderate, and aggressive outlooks.
  • 20-Year Forecast Horizon: Capture long-term trends, not just next quarter.
  • Clear Comparison to Market Cap: See at a glance if a stock is over- or undervalued.
  • Real-Time Calculations: Just enter the ticker and date, and DataQuant does the rest.
  • Data Transparency: Review all revenue, margin, and value assumptions by year.
  • No Guesswork: All calculations are rooted in historical data and math—not opinions.

Who Needs DataQuant?

  • Advisors who want a client-friendly way to evaluate stocks using data and logic
  • Analysts seeking structured ways to challenge current valuations
  • Fiduciaries who must justify decisions based on prudent, quantifiable methods

Why It Matters

Most investors buy stocks based on stories, momentum, or analyst recommendations.
You don’t have to.
DataQuant arms you with defensible, forward-looking estimates based on financial fundamentals—so you can reduce risk and improve conviction.