About AI India Equity Analyzer

This is an educational tool designed to help Indian retail investors learn fundamental analysis through three time-tested investment frameworks.

⚠️ Important Disclaimer

This tool is for educational purposes only. It is NOT investment advice and NOT a recommendation to buy or sell any security. Always conduct your own research and consult a SEBI-registered investment advisor before making investment decisions.

The Three Frameworks

Peter Lynch - Growth at Reasonable Price (GARP)

Peter Lynch managed the Fidelity Magellan Fund from 1977 to 1990, achieving an average annual return of 29.2%. His approach focuses on finding growth companies at reasonable valuations.

Key Principles:

  • PEG Ratio ≤ 1: PE ratio divided by earnings growth rate should be at most 1
  • Revenue Growth: Look for companies growing revenue at 10%+ annually
  • Understand the Business: Invest in what you know
  • Strong Fundamentals: Company should have healthy financials (Piotroski score)

Warren Buffett - Value Investing

Warren Buffett, the "Oracle of Omaha," has built Berkshire Hathaway into one of the world's most valuable companies through disciplined value investing focused on quality businesses with durable competitive advantages.

Key Principles:

  • Economic Moat: Look for companies with sustainable competitive advantages
  • ROE > 15%: Consistent return on equity indicates efficient capital use
  • Strong Cash Flows: Operating cash flow should exceed net income
  • Management Quality: High promoter holding shows skin in the game
  • Fair Valuation: Buy wonderful companies at fair prices, not fair companies at wonderful prices

CANSLIM - William O'Neil's Growth Strategy

William O'Neil founded Investor's Business Daily and developed CANSLIM through decades of studying the best-performing stocks. It combines fundamental and technical analysis.

The CANSLIM Acronym:

  • C - Current Earnings: Quarterly EPS growth > 25% YoY
  • A - Annual Earnings: Consistent annual EPS growth
  • N - New: New products, management, or price highs
  • S - Supply/Demand: Share volume and institutional demand
  • L - Leader: Relative strength ranking in top quartile
  • I - Institutional: Increasing FII/MF ownership
  • M - Market: Overall market direction (not scored here)

Data Sources

Stock data is sourced from Trendlyne and covers the Nifty 500 universe. Data is updated periodically but may not reflect real-time prices.

Limitations

  • This tool uses simplified scoring based on available data points
  • Historical quarterly data is limited; full quarter-over-quarter analysis not available
  • Qualitative factors (management quality, competitive positioning) are not fully captured
  • Market conditions and macroeconomic factors are not considered
  • Past performance does not guarantee future results

Contact

This tool was built for educational purposes. For feedback or questions, please reach out through the project repository.