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Anchor Risk Managed Equity Strategies Fund - Institutional Class
ATESXFinancial ServicesNASDAQUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $30.06M | 1.0% | $300.6K | $0.00 | N/A |
| 2027 | $33.07M | 1.0% | $330.7K | $0.00 | $0.00 |
| 2028 | $36.37M | 1.0% | $363.7K | $0.00 | $0.00 |
| 2029 | $40.01M | 1.0% | $400.1K | $0.00 | $0.00 |
| 2030 | $44.01M | 1.0% | $440.1K | $0.00 | $0.00 |
| 2031 | $48.42M | 1.0% | $484.2K | $0.00 | $0.00 |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | -$1.87 | 2022-10-31 |
| EPS growth | -40.0% | Forecast years: 5 |
| Future EPS | N/A | EPS × (1 + G)^5 |
| Base P/E | 4 | P/E |
| Future price | N/A | Future EPS × P/E |
| Fair value today | N/A | PV @ 10.0% |
| 30% safety price | N/A | Margin of safety |
| 50% safety price | N/A | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | N/A | N/A | N/A |
| 10.0% | N/A | N/A | N/A |
| 11.0% | N/A | N/A | N/A |