Packs
Curated sets of equity valuation reports – from broad indices to targeted themes.
1. Index Packs
Broad market coverage designed to establish valuation context and enable consistent comparison across large equity universes.
POPULAR
S&P 500
Index
Full S&P 500 coverage using a
single, consistent valuation rule-set.
Designed for broad market research, screening and
cross-company comparability
without sector-specific distortions.
POPULAR
Nasdaq 100
Index
Model-driven valuation of the largest
innovation-led companies
in the U.S. market, with explicit attention to
growth assumptions,
margin structure and cyclicality risk.
Dow 30
Index
Valuation of established
blue-chip companies
with long operating histories, stable earnings profiles and
predictable cash-flow characteristics.
Russell 2000 (IWM-based)
Index
A selective universe of small-cap companies where
data quality
and model robustness meet the framework’s thresholds,
avoiding mechanically fragile valuations.
2. Sector Packs Expand
Sector-focused bundles designed to isolate industry-specific drivers, capital intensity and margin structures within a consistent valuation framework.
Technology
Sector
Valuation reports focused on the Technology sector, enabling comparison within a shared economic and regulatory context.
Consumer Discretionary
Sector
Valuation reports focused on the Consumer Discretionary sector, enabling comparison within a shared economic and regulatory context.
Consumer Staples
Sector
Valuation reports focused on the Consumer Staples sector, enabling comparison within a shared economic and regulatory context.
Industrials
Sector
Valuation reports focused on the Industrials sector, enabling comparison within a shared economic and regulatory context.
Energy
Sector
Valuation reports focused on the Energy sector, enabling comparison within a shared economic and regulatory context.
Materials
Sector
Valuation reports focused on the Materials sector, enabling comparison within a shared economic and regulatory context.
Utilities
Sector
Valuation reports focused on the Utilities sector, enabling comparison within a shared economic and regulatory context.
Financials
Sector
Valuation reports focused on the Financials sector, enabling comparison within a shared economic and regulatory context.
Health Care
Sector
Valuation reports focused on the Health Care sector, enabling comparison within a shared economic and regulatory context.
Real Estate
Sector
Valuation reports focused on the Real Estate sector, enabling comparison within a shared economic and regulatory context.
Communication Services
Sector
Valuation reports focused on the Communication Services sector, enabling comparison within a shared economic and regulatory context.
3. Thematic Packs Expand
Cross-sector thematic bundles constructed using explicit, rules-based criteria rather than narratives or discretionary selection.
Bluechip
Theme
A thematic selection of companies aligned with the Bluechip profile, built to support structured comparison across otherwise heterogeneous sectors.
Clean Tech
Theme
A thematic selection of companies aligned with the Clean Tech profile, built to support structured comparison across otherwise heterogeneous sectors.
Cyclical
Theme
A thematic selection of companies aligned with the Cyclical profile, built to support structured comparison across otherwise heterogeneous sectors.
Defensive
Theme
A thematic selection of companies aligned with the Defensive profile, built to support structured comparison across otherwise heterogeneous sectors.
Dividend Aristocrats
Theme
A thematic selection of companies aligned with the Dividend Aristocrats profile, built to support structured comparison across otherwise heterogeneous sectors.
High Dividend
Theme
A thematic selection of companies aligned with the High Dividend profile, built to support structured comparison across otherwise heterogeneous sectors.
High Growth
Theme
A thematic selection of companies aligned with the High Growth profile, built to support structured comparison across otherwise heterogeneous sectors.
Megacap
Theme
A thematic selection of companies aligned with the Megacap profile, built to support structured comparison across otherwise heterogeneous sectors.
Small Cap Value
Theme
A thematic selection of companies aligned with the Small Cap Value profile, built to support structured comparison across otherwise heterogeneous sectors.
Value Favourites
Theme
A thematic selection of companies aligned with the Value Favourites profile, built to support structured comparison across otherwise heterogeneous sectors.
4. Single-Stock Reports Expand
Any stock in the S&P 500, Nasdaq 100, Dow 30 or Russell 2000 can be purchased as an individual PDF valuation report, applying the same multi-model framework used across packs.
POPULAR
Individual Company Report
Single Name
Order a valuation report for any supported stock,
produced using the same
disciplined multi-model process
and aggregation logic as the bundled packs.