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Public marketsQL ExpectationsRESEARCH PREVIEW

QL EXPECTATIONS

The price is a story.
Test the assumptions.

Explore what a business must deliver to justify a price.
Change the drivers. See the trade-offs. Keep your reasoning.

From a stock price
to a testable investment case.

How the model works

Filed-baseline simulation. The pinned examples use FY2025 disclosures, not the latest financials; a ticker you pull uses the most recent annual filing on file with our data provider, which can lag the newest quarter. Test prices start at a previous close and are illustrative and editable—not live quotes, consensus estimates, or recommendations.

View sources

Pinned examples with hand-checked FY2025 sources:

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UNDER THE HOOD

A transparent model. Not a crystal ball.

How the math works

Revenue compounds at your growth assumption for five fiscal years. Operating income equals revenue × margin. Unlevered free cash flow equals operating income × (1 − tax rate) minus net reinvestment. Discount those cash flows and a perpetual-growth terminal value, subtract assumed net debt, then divide by assumed shares.

What “price-implied” means

We solve for growth that matches your test price while holding every other input fixed. Other combinations can justify the same price. If no solution exists within −15% to 40% growth, we say so. This is not an observation of market consensus.

What the simulation shows

“Run 2,000 simulations” draws growth, margin and the discount rate from a normal distribution centred on your case with a fixed spread, values every draw, and plots the histogram. It measures how fragile your number is to small errors in your own assumptions. It is not a forecast of the stock and assigns no probability to real-world outcomes.

Where judgment matters

Margins and reinvestment stay constant across forecast years. The model excludes separate segment forecasts, future dilution, buybacks and a transition to mature economics. Terminal value can dominate. Stress assumptions, inspect the sources, and do not treat a model output as a recommendation.

Research preview · For education and scenario exploration. Investing involves risk. No trades are placed. Next-stage filing updates, company-specific driver models and synced monitoring require additional validation.