Value Investing Research Platform
Analyse intrinsic value with DCF projections, historical multiples, and scenario modelling. 35+ years of data, AI SEC summaries, and 100+ charts.
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The Challenge
Value investors need to assess intrinsic value, which requires analysing years of financial data, building DCF models, and comparing valuation multiples across peers. Most platforms either lack depth or charge $40+/month.
How Chartloom Helps
Chartloom provides the data depth and tools value investors need: 35+ years of financial data, DCF projections, historical valuation multiples, and the Scenario Lab for stress-testing assumptions - all at an affordable price.
Key Features for Value Investors
DCF Projections
Model discounted cash flow scenarios with adjustable assumptions for growth, margins, and discount rates.
Scenario Lab
Stress-test investment theses by toggling revenue growth and earnings assumptions. Visualise how valuations change under different scenarios.
35+ Years of Data
Historical financial statements, margins, and multiples spanning two decades. Essential for mean-reversion and normalised earnings analysis.
Valuation Multiples
P/E, EV/EBITDA, EV/Sales, Price/Book, and more - with historical trends and sector comparisons.
AI SEC Summaries
Quickly understand business models, moats, and risk factors from 10-K filings without reading hundreds of pages.
Company Comparison
Compare up to 3 companies across valuation multiples, financial metrics, and growth rates.
Affordable by Design
Value investors understand cost-benefit analysis. At $10/month, Chartloom offers institutional-grade fundamental analysis at a fraction of terminal pricing.
Free Plan or $10/mo
14-day Pro trial · No credit card required
Frequently Asked Questions
Yes. Chartloom includes DCF projections with adjustable growth, margin, and discount rate assumptions. The Scenario Lab extends this with interactive scenario modelling.
Chartloom provides up to 35+ years of annual and up to 15 years of quarterly financial data, including income statements, balance sheets, cash flow statements, and key ratios.
Yes. The comparison tool allows side-by-side analysis of up to 3 stocks across valuation multiples, financial health metrics, and growth rates.
Research popular stocks on Chartloom
Open a ticker in Chartloom for fundamental charts, valuation context, and AI-assisted filing summaries—without leaving the research workflow.
