From 7a267bc3c28bc7a77e84eaa400667a7b4c0d5adf Mon Sep 17 00:00:00 2001
From: Tyler <tyler@tylerhoang.xyz>
Date: Thu, 2 Apr 2026 00:10:06 -0700
Subject: Refactor valuation models tab

---
 services/data_service.py      | 16 ++++++++++++++
 services/fmp_service.py       | 13 ++++++------
 services/valuation_service.py | 49 ++++++++++++++++++++++++++++++++++++++++++-
 3 files changed, 71 insertions(+), 7 deletions(-)

(limited to 'services')

diff --git a/services/data_service.py b/services/data_service.py
index c278a2f..e3f46cc 100644
--- a/services/data_service.py
+++ b/services/data_service.py
@@ -212,6 +212,22 @@ def get_insider_transactions(ticker: str) -> pd.DataFrame:
         return pd.DataFrame()
 
 
+@st.cache_data(ttl=3600)
+def get_revenue_ttm(ticker: str) -> float | None:
+    """Return trailing-twelve-month revenue from the last 4 reported quarters."""
+    try:
+        t = yf.Ticker(ticker.upper())
+        inc_q = t.quarterly_income_stmt
+        if inc_q is None or inc_q.empty or "Total Revenue" not in inc_q.index:
+            return None
+        vals = inc_q.loc["Total Revenue"].iloc[:4].dropna()
+        if len(vals) != 4:
+            return None
+        return float(vals.sum())
+    except Exception:
+        return None
+
+
 @st.cache_data(ttl=3600)
 def compute_ttm_ratios(ticker: str) -> dict:
     """Compute all key financial ratios from raw yfinance quarterly statements.
diff --git a/services/fmp_service.py b/services/fmp_service.py
index 82a9c4c..914c14d 100644
--- a/services/fmp_service.py
+++ b/services/fmp_service.py
@@ -80,12 +80,13 @@ def get_key_ratios(ticker: str) -> dict:
         if merged.get("dividendYieldTTM") is None and info.get("dividendYield") is not None:
             merged["dividendYieldTTM"] = info["dividendYield"]
         payout_ratio_info = info.get("payoutRatio")
-        if (
-            merged.get("dividendPayoutRatioTTM") is None
-            and payout_ratio_info is not None
-            and float(payout_ratio_info) > 0
-        ):
-            merged["dividendPayoutRatioTTM"] = payout_ratio_info
+        if merged.get("dividendPayoutRatioTTM") is None and payout_ratio_info is not None:
+            try:
+                payout_ratio_value = float(payout_ratio_info)
+            except (TypeError, ValueError):
+                payout_ratio_value = None
+            if payout_ratio_value is not None and payout_ratio_value > 0:
+                merged["dividendPayoutRatioTTM"] = payout_ratio_value
 
     return merged if len(merged) > 1 else {}
 
diff --git a/services/valuation_service.py b/services/valuation_service.py
index 8559842..357c679 100644
--- a/services/valuation_service.py
+++ b/services/valuation_service.py
@@ -1,4 +1,4 @@
-"""Valuation engines for DCF and EV/EBITDA."""
+"""Valuation engines for DCF, EV/EBITDA, EV/Revenue, and simple multiple-based models."""
 import numpy as np
 import pandas as pd
 
@@ -158,3 +158,50 @@ def run_ev_ebitda(
         "implied_price_per_share": equity_value / shares_outstanding,
         "target_multiple_used": target_multiple,
     }
+
+
+def run_ev_revenue(
+    revenue: float,
+    total_debt: float,
+    total_cash: float,
+    shares_outstanding: float,
+    target_multiple: float,
+) -> dict:
+    """Derive implied equity value per share from an EV/Revenue multiple."""
+    if not revenue or revenue <= 0:
+        return {}
+    if not shares_outstanding or shares_outstanding <= 0:
+        return {}
+    if not target_multiple or target_multiple <= 0:
+        return {}
+
+    implied_ev = revenue * target_multiple
+    net_debt = (total_debt or 0.0) - (total_cash or 0.0)
+    equity_value = implied_ev - net_debt
+
+    return {
+        "implied_ev": implied_ev,
+        "net_debt": net_debt,
+        "equity_value": equity_value,
+        "implied_price_per_share": equity_value / shares_outstanding,
+        "target_multiple_used": target_multiple,
+        "revenue_used": revenue,
+    }
+
+
+def run_price_to_book(
+    book_value_per_share: float,
+    target_multiple: float,
+) -> dict:
+    """Derive implied equity value per share from a P/B multiple."""
+    if not book_value_per_share or book_value_per_share <= 0:
+        return {}
+    if not target_multiple or target_multiple <= 0:
+        return {}
+
+    implied_price = float(book_value_per_share) * float(target_multiple)
+    return {
+        "implied_price_per_share": implied_price,
+        "target_multiple_used": float(target_multiple),
+        "book_value_per_share": float(book_value_per_share),
+    }
-- 
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