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I will build a professional dcf valuation model and equity research report
Sergio P
About this gig
Institutional quality equity research and financial modeling, delivered fast.
I build full DCF valuations, 3 statement models, and polished research reports for US listed public companies. Every deliverable is grounded in primary source data from SEC filings, FactSet consensus, and company disclosures, with transparent assumptions and defensible methodology.
What you get: Full Excel model with revenue buildup, WACC build, dual method DCF (perpetuity + exit multiple), Bull/Base/Bear scenarios, and a polished PDF research report. Higher tiers add peer comparison, sensitivity analysis, and an 8 to 10 slide pitch deck.
Who this is for: Serious investors, MBA and CFA candidates, finance students, content creators, and anyone presenting investment ideas to clients or committees.
My background: Summa Cum Laude finance graduate from Texas State University, CFA Level 1 candidate (November 2026), and Bloomberg Market Concepts certified. Recently served as Equity Analyst for the Texas State SMIF, where our portfolio beat the benchmark by 8%.
All deliverables are for educational, research, and reference purposes only. Not investment advice. Buyers are responsible for compliance with their ins
Get to know Sergio P
Sergio P
Equity Analyst
- FromUnited States
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English, Spanish
Hi, I'm Sergio, a Summa Cum Laude finance graduate from Texas State University and a CFA Level 1 candidate delivering equity research and financial modeling built to sell side standards. I recently served as an Equity Analyst for the Texas State Student Managed Investment Fund, where we managed real equity holdings in a portfolio that beat the benchmark by 10%. Every deliverable is grounded in primary source research from SEC filings, Yahoo Finance, and FactSet, with transparent assumptions, dual method DCFs, and thesis driven recommendations. Bilingual
FAQ
What data sources do you use?
Primary sources only. SEC filings (10-K,10-Q), FactSet consensus estimates, company investor relations materials, FRED for macro data, and Damodaran for valuation inputs. Every number is traceable to source.
What companies can you cover?
Any US listed public company in consumer, industrials, tech, energy, or healthcare. For banks, insurance, REITS, or biotech, please message me first as these require specialty methodology and may have custom pricing
Is this investment advice?
NO. All deliverables are for educational and research purposes only. I am not a registered investment advisor. Buyers must make their own investment decisions
Can I request revisions?
Yes. Each tier includes a fixed number of revisions (1 for Basic, 2 for Standard, 3 for Premium). Additional revisions are available as a paid extra
