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Fiverr Pro
English
$
USD
I will write a CPA grade equity research report with valuation and financial analysis
Sun X
About this gig
Most equity research on Fiverr is a Wikipedia summary glued onto a generic DCF template. I get it that's why I built this gig.
I'm a CPA and Bar-qualified finance professional with 10+ years of experience, currently CFO at a state-owned financial group. I've co-led an IPO through four CSRC review rounds. When I read a 10-K, I read it the way an auditor and securities lawyer reads.
What you'll get: Business model breakdown in plain English Industry positioning + peer comparison Three-statement review with gray-area accounting flags (revenue recognition, related-party, ECL) DCF valuation with WACC, sensitivity, scenarios Clear Buy / Hold / Sell view with reasoning
Why this beats $20 reports: Most sellers here have never touched a real audit file. I have. I catch what spreadsheet-only analysts miss aggressive cut-offs, off-balance-sheet exposures, going-concern signals.
Good fit for: retail investors doing serious DD, family offices outsourcing coverage, founders prepping competitor analysis, CFA candidates wanting a model to learn from.
Message me with the ticker before ordering I'll confirm scope within hours.
Get to know Sun X
Sun X
Chief Financial Officer
- FromChina
- Member sinceMar 2026
- Avg. response time2 hours
Languages
English
CPA, Bar-qualified CFO & ACCA Strategic Professional candidate with 10+ years of expertise. I bridge the gap between rigorous IFRS compliance and AI automation.
As a Financial Engineer, I develop custom Python-based AI tools for SEC filing parsers, automated equity research, and algorithmic fund management. My edge lies in transforming complex data into actionable insights through technology.
Need IFRS reporting, AI-driven investment workflows, or financial modeling? I deliver solutions that are legally rigorous, technically sound, and technologically advanced.
My Portfolio
FAQ
Do you cover both US-listed and China/HK-listed companies?
Yes. My strongest coverage is HK and A-share listed names — that's where my regulatory and IPO experience is direct. I also cover US-listed companies (NYSE/NASDAQ) under US GAAP. For other markets, please message me first so I can confirm.
Will you tell me whether to buy the stock?
Yes — every Standard and Premium report ends with a clear Buy / Hold / Sell view and the reasoning behind it. That said, this is research and analysis, not licensed investment advice. The final decision is you
How is this different from an AI-generated report?
I use AI tools in my workflow (I actually build LLM agents for accounting work — that's a separate gig). But the judgment calls — what's a real risk vs. noise, whether revenue recognition smells off, how to weight peer multiples — those are mine. I'll never deliver something a chatbot could have pr
What format do I receive?
PDF report + editable Excel model (Standard and Premium). Everything is yours to keep, modify, and share.
Can you sign an NDA?
Yes, happy to sign a mutual NDA before order. Just message me.
