// MAValuationPanel.cpp — DCF / valuation toolkit sub-tab builder for MAModulePanel. // Method definition split from MAModulePanel.cpp; class declaration in // MAModulePanel.h is unchanged. #include "screens/ma_analytics/MAModulePanel.h" #include "services/ma_analytics/MAAnalyticsService.h" #include "ui/theme/Theme.h" #include #include #include #include #include #include #include #include #include using namespace fincept::services::ma; namespace fincept::screens { using namespace fincept::services::ma; // ═══════════════════════════════════════════════════════════════════════════════ // MODULE 1: VALUATION TOOLKIT // ═══════════════════════════════════════════════════════════════════════════════ QWidget* MAModulePanel::build_valuation_panel() { auto* w = new QWidget(this); auto* vl = new QVBoxLayout(w); vl->setContentsMargins(16, 16, 16, 16); vl->setSpacing(12); sub_tabs_ = new QTabWidget(w); apply_tab_stylesheet(); // ── DCF Tab ── auto* dcf = new QWidget(this); auto* dcf_vl = new QVBoxLayout(dcf); dcf_vl->setContentsMargins(12, 12, 12, 12); dcf_vl->setSpacing(8); auto* dcf_ebit = make_double_spin(0, 1e12, 500e6, 0, "", dcf); double_inputs_["dcf_ebit"] = dcf_ebit; dcf_vl->addWidget(build_input_row(tr("EBIT") + " ($)", dcf_ebit, dcf)); auto* dcf_tax = make_double_spin(0, 100, 21, 1, "%", dcf); double_inputs_["dcf_tax"] = dcf_tax; dcf_vl->addWidget(build_input_row(tr("Tax Rate"), dcf_tax, dcf)); auto* dcf_rf = make_double_spin(0, 50, 4.5, 2, "%", dcf); double_inputs_["dcf_risk_free"] = dcf_rf; dcf_vl->addWidget(build_input_row(tr("Risk-Free Rate"), dcf_rf, dcf)); auto* dcf_beta = make_double_spin(0, 5, 1.2, 2, "", dcf); double_inputs_["dcf_beta"] = dcf_beta; dcf_vl->addWidget(build_input_row(tr("Beta"), dcf_beta, dcf)); auto* dcf_tg = make_double_spin(0, 20, 2.5, 1, "%", dcf); double_inputs_["dcf_terminal_growth"] = dcf_tg; dcf_vl->addWidget(build_input_row(tr("Terminal Growth"), dcf_tg, dcf)); auto* dcf_shares = make_double_spin(0, 1e12, 100e6, 0, "", dcf); double_inputs_["dcf_shares"] = dcf_shares; dcf_vl->addWidget(build_input_row(tr("Shares Outstanding"), dcf_shares, dcf)); auto* dcf_mktcap = make_double_spin(0, 1e15, 5e9, 0, "", dcf); double_inputs_["dcf_mktcap"] = dcf_mktcap; dcf_vl->addWidget(build_input_row(tr("Market Cap") + " ($)", dcf_mktcap, dcf)); auto* dcf_debt = make_double_spin(0, 1e15, 1e9, 0, "", dcf); double_inputs_["dcf_debt"] = dcf_debt; dcf_vl->addWidget(build_input_row(tr("Total Debt") + " ($)", dcf_debt, dcf)); auto* dcf_cod = make_double_spin(0, 50, 5, 2, "%", dcf); double_inputs_["dcf_cost_debt"] = dcf_cod; dcf_vl->addWidget(build_input_row(tr("Cost of Debt"), dcf_cod, dcf)); auto* dcf_cash = make_double_spin(0, 1e15, 500e6, 0, "", dcf); double_inputs_["dcf_cash"] = dcf_cash; dcf_vl->addWidget(build_input_row(tr("Cash") + " ($)", dcf_cash, dcf)); auto* dcf_run = make_run_button(tr("RUN DCF ANALYSIS"), dcf); connect(dcf_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Running DCF...")); QJsonObject params; params["ebit"] = double_inputs_["dcf_ebit"]->value(); params["tax_rate"] = double_inputs_["dcf_tax"]->value() / 100.0; params["risk_free_rate"] = double_inputs_["dcf_risk_free"]->value() / 100.0; params["beta"] = double_inputs_["dcf_beta"]->value(); params["terminal_growth"] = double_inputs_["dcf_terminal_growth"]->value() / 100.0; params["shares"] = double_inputs_["dcf_shares"]->value(); params["market_cap"] = double_inputs_["dcf_mktcap"]->value(); params["debt"] = double_inputs_["dcf_debt"]->value(); params["cost_of_debt"] = double_inputs_["dcf_cost_debt"]->value() / 100.0; params["cash"] = double_inputs_["dcf_cash"]->value(); MAAnalyticsService::instance().calculate_dcf(params); }); dcf_vl->addWidget(dcf_run); dcf_vl->addStretch(); add_sub_tab(dcf, QT_TR_NOOP("DCF")); // ── LBO Tab ── auto* lbo = new QWidget(this); auto* lbo_vl = new QVBoxLayout(lbo); lbo_vl->setContentsMargins(12, 12, 12, 12); lbo_vl->setSpacing(8); auto* lbo_entry = make_double_spin(0, 1e15, 1e9, 0, "", lbo); double_inputs_["lbo_entry"] = lbo_entry; lbo_vl->addWidget(build_input_row(tr("Entry Valuation") + " ($)", lbo_entry, lbo)); auto* lbo_exit = make_double_spin(0, 1e15, 1.5e9, 0, "", lbo); double_inputs_["lbo_exit"] = lbo_exit; lbo_vl->addWidget(build_input_row(tr("Exit Valuation") + " ($)", lbo_exit, lbo)); auto* lbo_equity = make_double_spin(0, 1e15, 300e6, 0, "", lbo); double_inputs_["lbo_equity"] = lbo_equity; lbo_vl->addWidget(build_input_row(tr("Equity Invested") + " ($)", lbo_equity, lbo)); auto* lbo_period = make_int_spin(1, 30, 5, lbo); int_inputs_["lbo_period"] = lbo_period; lbo_vl->addWidget(build_input_row(tr("Holding Period (yrs)"), lbo_period, lbo)); auto* lbo_sr_debt = make_double_spin(0, 1e15, 300e6, 0, "", lbo); double_inputs_["lbo_sr_debt"] = lbo_sr_debt; lbo_vl->addWidget(build_input_row(tr("Senior Debt") + " ($)", lbo_sr_debt, lbo)); auto* lbo_sr_rate = make_double_spin(0, 50, 6, 2, "%", lbo); double_inputs_["lbo_sr_rate"] = lbo_sr_rate; lbo_vl->addWidget(build_input_row(tr("Senior Rate"), lbo_sr_rate, lbo)); auto* lbo_sub_debt = make_double_spin(0, 1e15, 100e6, 0, "", lbo); double_inputs_["lbo_sub_debt"] = lbo_sub_debt; lbo_vl->addWidget(build_input_row(tr("Sub Debt") + " ($)", lbo_sub_debt, lbo)); auto* lbo_sub_rate = make_double_spin(0, 50, 10, 2, "%", lbo); double_inputs_["lbo_sub_rate"] = lbo_sub_rate; lbo_vl->addWidget(build_input_row(tr("Sub Rate"), lbo_sub_rate, lbo)); auto* lbo_run = make_run_button(tr("RUN LBO ANALYSIS"), lbo); connect(lbo_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Running LBO...")); QJsonObject params; params["entry_valuation"] = double_inputs_["lbo_entry"]->value(); params["exit_valuation"] = double_inputs_["lbo_exit"]->value(); params["equity_invested"] = double_inputs_["lbo_equity"]->value(); params["holding_period"] = int_inputs_["lbo_period"]->value(); params["senior_debt"] = double_inputs_["lbo_sr_debt"]->value(); params["senior_rate"] = double_inputs_["lbo_sr_rate"]->value() / 100.0; params["sub_debt"] = double_inputs_["lbo_sub_debt"]->value(); params["sub_rate"] = double_inputs_["lbo_sub_rate"]->value() / 100.0; MAAnalyticsService::instance().calculate_lbo_returns(params); }); lbo_vl->addWidget(lbo_run); lbo_vl->addStretch(); add_sub_tab(lbo, QT_TR_NOOP("LBO Returns")); // ── LBO Full Model Tab ── auto* lbo_full = new QWidget(this); auto* lbof_vl = new QVBoxLayout(lbo_full); lbof_vl->setContentsMargins(12, 12, 12, 12); lbof_vl->setSpacing(8); auto* lbof_ebitda = make_double_spin(0, 1e15, 200e6, 0, "", lbo_full); double_inputs_["lbof_ebitda"] = lbof_ebitda; lbof_vl->addWidget(build_input_row(tr("EBITDA") + " ($)", lbof_ebitda, lbo_full)); auto* lbof_multiple = make_double_spin(0, 50, 8, 1, "x", lbo_full); double_inputs_["lbof_entry_multiple"] = lbof_multiple; lbof_vl->addWidget(build_input_row(tr("Entry Multiple"), lbof_multiple, lbo_full)); auto* lbof_exit_mult = make_double_spin(0, 50, 7, 1, "x", lbo_full); double_inputs_["lbof_exit_multiple"] = lbof_exit_mult; lbof_vl->addWidget(build_input_row(tr("Exit Multiple"), lbof_exit_mult, lbo_full)); auto* lbof_rev_growth = make_double_spin(-50, 200, 10, 1, "%", lbo_full); double_inputs_["lbof_rev_growth"] = lbof_rev_growth; lbof_vl->addWidget(build_input_row(tr("Revenue Growth"), lbof_rev_growth, lbo_full)); auto* lbof_margin = make_double_spin(0, 100, 25, 1, "%", lbo_full); double_inputs_["lbof_margin"] = lbof_margin; lbof_vl->addWidget(build_input_row(tr("EBITDA Margin"), lbof_margin, lbo_full)); auto* lbof_years = make_int_spin(1, 15, 5, lbo_full); int_inputs_["lbof_years"] = lbof_years; lbof_vl->addWidget(build_input_row(tr("Hold Period (yrs)"), lbof_years, lbo_full)); auto* lbof_run = make_run_button(tr("BUILD LBO MODEL"), lbo_full); connect(lbof_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Building LBO Model...")); QJsonObject params; params["ebitda"] = double_inputs_["lbof_ebitda"]->value(); params["entry_multiple"] = double_inputs_["lbof_entry_multiple"]->value(); params["exit_multiple"] = double_inputs_["lbof_exit_multiple"]->value(); params["revenue_growth"] = double_inputs_["lbof_rev_growth"]->value() / 100.0; params["ebitda_margin"] = double_inputs_["lbof_margin"]->value() / 100.0; params["holding_period"] = int_inputs_["lbof_years"]->value(); params["senior_debt"] = double_inputs_["lbo_sr_debt"]->value(); params["senior_rate"] = double_inputs_["lbo_sr_rate"]->value() / 100.0; params["sub_debt"] = double_inputs_["lbo_sub_debt"]->value(); params["sub_rate"] = double_inputs_["lbo_sub_rate"]->value() / 100.0; MAAnalyticsService::instance().build_lbo_model(params); }); lbof_vl->addWidget(lbof_run); lbof_vl->addStretch(); add_sub_tab(lbo_full, QT_TR_NOOP("LBO Model")); // ── LBO Debt Schedule Tab ── auto* lbo_ds = new QWidget(this); auto* ds_vl = new QVBoxLayout(lbo_ds); ds_vl->setContentsMargins(12, 12, 12, 12); ds_vl->setSpacing(8); auto* ds_revolver = make_double_spin(0, 1e15, 50e6, 0, "", lbo_ds); double_inputs_["ds_revolver"] = ds_revolver; ds_vl->addWidget(build_input_row(tr("Revolver") + " ($)", ds_revolver, lbo_ds)); auto* ds_revolver_rate = make_double_spin(0, 50, 5.5, 2, "%", lbo_ds); double_inputs_["ds_revolver_rate"] = ds_revolver_rate; ds_vl->addWidget(build_input_row(tr("Revolver Rate"), ds_revolver_rate, lbo_ds)); auto* ds_capex = make_double_spin(0, 1e15, 30e6, 0, "", lbo_ds); double_inputs_["ds_capex"] = ds_capex; ds_vl->addWidget(build_input_row(tr("Annual CapEx") + " ($)", ds_capex, lbo_ds)); auto* ds_sweep = make_double_spin(0, 100, 75, 0, "%", lbo_ds); double_inputs_["ds_sweep_pct"] = ds_sweep; ds_vl->addWidget(build_input_row(tr("Debt Sweep %"), ds_sweep, lbo_ds)); auto* ds_ebitda = make_double_spin(0, 1e15, 200e6, 0, "", lbo_ds); double_inputs_["ds_ebitda"] = ds_ebitda; ds_vl->addWidget(build_input_row(tr("EBITDA") + " ($)", ds_ebitda, lbo_ds)); auto* ds_run = make_run_button(tr("ANALYZE DEBT SCHEDULE"), lbo_ds); connect(ds_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Analyzing Debt Schedule...")); QJsonObject params; params["senior_debt"] = double_inputs_["lbo_sr_debt"]->value(); params["senior_rate"] = double_inputs_["lbo_sr_rate"]->value() / 100.0; params["sub_debt"] = double_inputs_["lbo_sub_debt"]->value(); params["sub_rate"] = double_inputs_["lbo_sub_rate"]->value() / 100.0; params["revolver"] = double_inputs_["ds_revolver"]->value(); params["revolver_rate"] = double_inputs_["ds_revolver_rate"]->value() / 100.0; params["ebitda"] = double_inputs_["ds_ebitda"]->value(); params["capex"] = double_inputs_["ds_capex"]->value(); params["sweep_pct"] = double_inputs_["ds_sweep_pct"]->value() / 100.0; MAAnalyticsService::instance().analyze_lbo_debt_schedule(params); }); ds_vl->addWidget(ds_run); ds_vl->addStretch(); add_sub_tab(lbo_ds, QT_TR_NOOP("Debt Schedule")); // ── LBO Sensitivity Tab ── auto* lbo_sens = new QWidget(this); auto* sens_vl = new QVBoxLayout(lbo_sens); sens_vl->setContentsMargins(12, 12, 12, 12); sens_vl->setSpacing(8); auto* sens_hint = new QLabel(tr("Sensitivity analysis varies entry multiple and exit multiple around base case."), lbo_sens); sens_hint->setWordWrap(true); sens_hint->setStyleSheet(QString("color:%1; font-size:%2px; font-family:%3;") .arg(ui::colors::TEXT_SECONDARY()) .arg(ui::fonts::SMALL) .arg(ui::fonts::DATA_FAMILY)); sens_vl->addWidget(sens_hint); auto* sens_entry_base = make_double_spin(0, 50, 8, 1, "x", lbo_sens); double_inputs_["sens_entry_base"] = sens_entry_base; sens_vl->addWidget(build_input_row(tr("Entry Multiple (base)"), sens_entry_base, lbo_sens)); auto* sens_exit_base = make_double_spin(0, 50, 7, 1, "x", lbo_sens); double_inputs_["sens_exit_base"] = sens_exit_base; sens_vl->addWidget(build_input_row(tr("Exit Multiple (base)"), sens_exit_base, lbo_sens)); auto* sens_range = make_double_spin(0.5, 5, 2, 1, "x", lbo_sens); double_inputs_["sens_range"] = sens_range; sens_vl->addWidget(build_input_row(tr("Range (+/-)"), sens_range, lbo_sens)); auto* sens_steps = make_int_spin(3, 11, 5, lbo_sens); int_inputs_["sens_steps"] = sens_steps; sens_vl->addWidget(build_input_row(tr("Steps"), sens_steps, lbo_sens)); auto* sens_run = make_run_button(tr("RUN LBO SENSITIVITY"), lbo_sens); connect(sens_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Running LBO Sensitivity...")); QJsonObject params; params["entry_base"] = double_inputs_["sens_entry_base"]->value(); params["exit_base"] = double_inputs_["sens_exit_base"]->value(); params["range"] = double_inputs_["sens_range"]->value(); params["steps"] = int_inputs_["sens_steps"]->value(); params["equity_invested"] = double_inputs_["lbo_equity"]->value(); params["holding_period"] = int_inputs_["lbo_period"]->value(); MAAnalyticsService::instance().calculate_lbo_sensitivity(params); }); sens_vl->addWidget(sens_run); sens_vl->addStretch(); add_sub_tab(lbo_sens, QT_TR_NOOP("Sensitivity")); // ── Trading Comps Tab ── auto* comps = new QWidget(this); auto* comps_vl = new QVBoxLayout(comps); comps_vl->setContentsMargins(12, 12, 12, 12); comps_vl->setSpacing(8); auto* comps_hint = new QLabel(tr("Enter target ticker and comparable tickers (comma-separated):"), comps); comps_hint->setStyleSheet(QString("color:%1; font-size:%2px; font-family:%3;") .arg(ui::colors::TEXT_SECONDARY()) .arg(ui::fonts::SMALL) .arg(ui::fonts::DATA_FAMILY)); comps_vl->addWidget(comps_hint); auto* comps_target = new QComboBox(comps); comps_target->setEditable(true); comps_target->setPlaceholderText(tr("Target ticker (e.g. AAPL)")); comps_target->setStyleSheet(QString("QComboBox { background:%1; color:%2; border:1px solid %3;" "font-family:%4; font-size:%5px; padding:4px 6px; }") .arg(ui::colors::BG_RAISED(), ui::colors::TEXT_PRIMARY(), ui::colors::BORDER_MED()) .arg(ui::fonts::DATA_FAMILY) .arg(ui::fonts::SMALL)); combo_inputs_["comps_target"] = comps_target; comps_vl->addWidget(build_input_row(tr("Target Ticker"), comps_target, comps)); auto* comps_peers = new QComboBox(comps); comps_peers->setEditable(true); comps_peers->setPlaceholderText("MSFT,GOOG,AMZN"); comps_peers->setStyleSheet(comps_target->styleSheet()); combo_inputs_["comps_peers"] = comps_peers; comps_vl->addWidget(build_input_row(tr("Comp Tickers"), comps_peers, comps)); auto* comps_run = make_run_button(tr("RUN TRADING COMPS"), comps); connect(comps_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Running Trading Comps...")); QJsonObject params; params["target_ticker"] = combo_inputs_["comps_target"]->currentText(); params["comp_tickers"] = combo_inputs_["comps_peers"]->currentText(); MAAnalyticsService::instance().calculate_trading_comps(params); }); comps_vl->addWidget(comps_run); comps_vl->addStretch(); add_sub_tab(comps, QT_TR_NOOP("Trading Comps")); // ── Precedent Transactions Tab ── auto* prec = new QWidget(this); auto* prec_vl = new QVBoxLayout(prec); prec_vl->setContentsMargins(12, 12, 12, 12); prec_vl->setSpacing(8); auto* prec_rev = make_double_spin(0, 1e15, 500e6, 0, "", prec); double_inputs_["prec_revenue"] = prec_rev; prec_vl->addWidget(build_input_row(tr("Target Revenue") + " ($)", prec_rev, prec)); auto* prec_ebitda = make_double_spin(0, 1e15, 100e6, 0, "", prec); double_inputs_["prec_ebitda"] = prec_ebitda; prec_vl->addWidget(build_input_row(tr("Target EBITDA") + " ($)", prec_ebitda, prec)); auto* prec_run = make_run_button(tr("RUN PRECEDENT ANALYSIS"), prec); connect(prec_run, &QPushButton::clicked, this, [this]() { status_label_->setText(tr("Running Precedent Txns...")); QJsonObject params; params["target_revenue"] = double_inputs_["prec_revenue"]->value(); params["target_ebitda"] = double_inputs_["prec_ebitda"]->value(); MAAnalyticsService::instance().calculate_precedent_transactions(params); }); prec_vl->addWidget(prec_run); prec_vl->addStretch(); add_sub_tab(prec, QT_TR_NOOP("Precedent Txns")); vl->addWidget(sub_tabs_); // Results area results_container_ = new QWidget(w); results_layout_ = new QVBoxLayout(results_container_); results_layout_->setContentsMargins(0, 8, 0, 0); results_layout_->setSpacing(8); vl->addWidget(results_container_); return w; } } // namespace fincept::screens