Precisionmeets Intelligence
Where institutional rigor meets to deliver unparalleled equity research.
Research Excellence
Fundamental Analysis
Bottom-up research
Rigorous financial modeling and competitive analysis form the foundation of every investment thesis.
Machine Learning
AI-powered insights
Advanced algorithms identify patterns and predict trends with data-driven precision.
Expert Networks
Primary research
Direct access to industry insiders validates assumptions with real-world insights.
Alternative Data
Information edge
Non-traditional data sources provide unique perspectives on company performance.
Four pillars. One vision. Superior returns.
Valuation Framework
Multiple methodologies. One goal. Accurate valuations.
DCF
Discounted Cash Flow
Intrinsic value through future cash flows
P/E
Price to Earnings
Relative valuation benchmark
EV/EBITDA
Enterprise Value to EBITDA
Capital structure neutral metric
P/S
Price to Sales
Revenue-based valuation
P/B
Price to Book
Asset-based approach
PEG
Price/Earnings to Growth
Growth-adjusted multiple
Blended Precision
We combine multiple valuation methods weighted by forecast horizon to arrive at final price targets, ensuring balanced perspective across market cycles.
Rating System
Investment ratings based on expected annualized returns
Strong Buy
Exceptional return potential
Buy
Attractive risk-reward
Hold
Fairly valued
Sell
Limited upside
Strong Sell
Significant downside risk
How We Calculate Returns
Forward Multiples
Calibrated to peer groups and historical ranges
Financial Forecasts
Company guidance and proprietary estimates
Time-Weighted Valuations
Blended across multiple forecast years
Currency Adjustments
FX-adjusted for international equities
Research Process
Six steps. Systematic approach. Superior outcomes.
Screen
AI-Powered Discovery
Machine learning algorithms identify opportunities from vast data sets
Analyze
Deep Fundamental Research
Comprehensive financial modeling and competitive analysis
Validate
Expert Network Insights
Primary research through industry expert consultations
Model
Sophisticated Valuations
Multiple methodologies with proprietary adjustments
Assess
Risk Framework
Scenario analysis and downside protection metrics
Rate
Investment Decision
Final ratings based on risk-adjusted return potential
Real-Time Monitoring
Continuous tracking ensures timely updates to investment thesis and ratings
Quality Assured
Rigorous peer review ensures institutional-grade analysis standards
Data Sources
Comprehensive data. Verified sources. Unique insights.
Financial Data
- SEC Filings & Earnings Reports
- Historical Financial Statements
- Real-time Market Data
- Company Guidance
Expert Networks
- Industry Veterans
- Former Executives
- Supply Chain Experts
- Technical Specialists
Alternative Data
- Web Traffic Analytics
- Satellite Imagery
- Consumer Sentiment
- App Download Metrics
Verified Sources
- Government Databases
- Industry Reports
- Academic Research
- Patent Filings
Experience the Moretus Difference
Our methodology combines institutional rigor with technological innovation. See how our approach delivers superior investment insights.