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I’m looking to commission a clear, data-backed fundamental analysis of a selection of publicly traded companies. The core objective is to understand each firm’s intrinsic value and near-term growth potential so I can refine my investment decisions. Scope • Gather and evaluate recent financial statements, management commentary, and any material disclosures. • Blend that information with relevant macro-economic and industry context to explain how external forces could strengthen or weaken the companies’ outlooks. • Present your findings in a concise report (PDF or slide deck) and include the key numbers in an editable spreadsheet so I can run my own scenarios later. I have not narrowed the universe to one specific sector and am open to your recommendations; just tell me why the choices make sense. Quality of reasoning is more important than covering dozens of tickers. Please outline your proposed approach, the sources you will rely on (e.g., SEC filings, industry databases, economic data sets), and an estimated timeline.
Project ID: 39716597
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Active 7 days ago
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11 freelancers are bidding on average ₹26,318 INR for this job

As a seasoned financial professional, I have built my career on delivering precise, comprehensive and timely analysis of corporations' financial health and market potential. I bring over 9 years of experience as a Chartered Accountant (CA), CPA (US), and ACA-qualified professional to the table, with an expertise in fundamental analysis that has been honed through years of working with different industries in discovering their intrinsic value. For this project, I will leverage my vast experience in gathering and interpreting financial statements as well as my access to industry databases and the SEC filings. I will carefully evaluate the information obtained from these sources, blending them with relevant macro-economic and industry contexts to help you understand how external forces could shape or impact each company's outlook.
₹15,000 INR in 7 days
5.8
5.8

Leverage my 7+ years of experience in research writing, academic content creation, and project management to perform a comprehensive fundamental analysis for your investment decisions. My background has honed my ability to effectively gather and evaluate financial statements, blending them insightfully with macro-economic and industry context, as required. I'm well-versed with utilizing SEC filings, industry databases, and economic data sets with precision. My expertise in data analysis, utilizing SPSS, R Programming, and Python will be crucial in interpreting the extensive data involved. Furthermore, my proficiency in Power BI guarantees clear presentation of complex findings for actionable insights. This resonates perfectly with your need for a thoroughly researched report that includes an editable spreadsheet to facilitate your own 'what-if' analysis. Why should you select me? My commitment to quality assurance and timely delivery are unmatched. With your broad scope and open-ended objective, my flexibility and proven ability to work across disciplines will be invaluable. I assure you top-tier content tailored precisely to your needs - a detailed, polished analysis that covers the important numbers extensively while presenting coherent reasoning for each strategic decision. Together let's make your investment choices more informed and ultimately more profitable.
₹15,000 INR in 2 days
5.6
5.6

Hello, I am a seasoned researcher with extensive experience undertaking fundamental analysis for stocks in the stock market. My experience spans stocks listed on the Uganda Stock Exchange, Nairobi Stock Exchange, Rwanda Stock Exchange, New York Stock Exchange, NASDAQ, and the London Stock Exchange. Also, my portfolio spans companies in the Uganda, Nairobi and New York stock exchanges. I understand your need for fundamental analysis, gathering and evaluating information, blending the information into relevant macroeconomic and industry contexts, and presenting the findings in a concise report. My understanding of investment is premised on two critical aspects: a). Are you a defensive investor? b). Are you an enterprising investor? Guidelines for great investments: a). General Long-Term Prospects. b). Management. c). Financial Strength and Capital Structure. d). Dividend Record: 20-year record e). Current Dividend Rate Small things that should show you investments or stocks to avoid: a). Self-centered management b). Serial acquirer c). Companies relying on one customer d). so many others There are so many guidelines for great investing, and these are just the tip of the iceberg. Please reach out to me, and we can chat about how you can begin building a robust portfolio. Thank you, Cheers, Joseph M.
₹40,000 INR in 10 days
5.3
5.3

Hello, I am an expert in financial modeling, Excel (Advanced, VBA, Power Queries), and investment analysis with 15+ years of experience. I can deliver a clear, data-backed fundamental analysis covering: Evaluation of financial statements, disclosures, and management commentary Integration of macroeconomic & industry context for realistic outlooks Intrinsic value assessment and near-term growth potential A concise PDF/slide report + editable Excel model for your own scenario testing I’ll rely on SEC filings, company reports, industry databases, and economic data sources to ensure accuracy. My approach focuses on quality insights over quantity of tickers. Please find my Portfolio projects for your reference: https://www.freelancer.in/u/arunodaya123 Best regards,
₹15,000 INR in 5 days
2.7
2.7

Hello, I have 7+ years in stock analysis and algo-automation. I can build you a Fundamental Stock Analysis Screener that ingests company P&L, quarterly results, balance sheet, cash flows, shareholding pattern, etc., computes KPIs (ROE/ROCE, FCF, margin trends, D/E, earnings revisions), scores near-term growth potential, and triggers watchlist alerts (Email/Telegram) when fundamentals strengthen or deteriorate—fully driven by your custom parameters. What you get • Screener MVP (web UI): search, filters, watchlists, real-time alerts • Configurable scoring model: weights + sector baselines • Valuation cross-checks: light DCF + multiples sanity checks • Outputs: one-pager per stock (thesis/risks/catalysts) + CSV/Excel exports Tech stack Python (Pandas/NumPy), Flask, PostgreSQL, schedulers; data from filings/APIs (EDGAR/Exchanges/IR). Deployed to your VPS/AWS; no vendor lock-in. Fee: ₹25,000 for MVP; optional Phase-2 for factor backtests/advanced dashboards. Clarifications 1. Target markets (India/US) and priority sectors? 2. Your scoring parameters/thresholds? 3. Preferred alert channel & cadence? 4. Any paid data/API access available? Assign the project and I’ll deliver the MVP in ~2 weeks. Happy to walk you through a quick Zoom demo.
₹25,000 INR in 7 days
0.3
0.3

Having a healthy experience in equity research, have worked for report preparation for PE & VC players.
₹33,000 INR in 7 days
0.0
0.0

Hi, I specialize in turning complex financial data into clear, actionable insights that help investors make confident decisions. For your project, I will analyze a carefully selected set of publicly traded companies, blending their recent financial statements, management commentary, and disclosures with broader macroeconomic and industry context. The goal is to identify each firm’s intrinsic value and near-term growth potential, giving you a clear edge in your investment decisions. My approach is hands-on and data-driven. I rely on reliable sources like company filings, economic data sets, industry reports, and market research databases, and I’ll highlight the key numbers in an editable spreadsheet so you can run your own scenarios. The findings will be presented in a concise, professional report or slide deck, focused on quality reasoning rather than sheer quantity. I can complete this analysis in 10 days for ₹25,000, delivering actionable insights that are ready to use immediately.
₹25,000 INR in 10 days
0.0
0.0

My proposal focuses on conducting an in-depth research study, analyzing its financial performance, business model, SCUTTLEBUTT, competitive positioning and growth prospects with the aim of identifying key strengths, risks and future opportunities
₹26,000 INR in 12 days
0.0
0.0

Greater Noida, India
Member since Jun 7, 2025
₹12500-37500 INR
₹12500-37500 INR
$15-25 USD / hour
₹12500-37500 INR
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₹600-1000 INR
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₹600-1500 INR
₹12500-37500 INR
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$10-30 USD
$750-1500 AUD
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