examples/valuation_example.py

"""
Example usage of the Valuation Engine

This demonstrates how to use the comprehensive valuation engine to value stocks
using multiple models (DCF, DDM, P/E Multiple, etc.)
"""

import asyncio
from src.core.valuation_engine import ValuationEngine, ValuationAssumptions, DCFAssumptions


async def basic_valuation_example():
    """Basic valuation example with default assumptions"""
    print("=" * 60)
    print("BASIC VALUATION EXAMPLE")
    print("=" * 60)

    ticker = "AAPL"

    async with ValuationEngine() as engine:
        # Run comprehensive valuation
        result = await engine.value_stock(ticker)

        # Print results
        print(f"\n{'='*60}")
        print(f"VALUATION RESULTS FOR {ticker}")
        print(f"{'='*60}")
        print(f"\nCurrent Price: ${result.current_price:.2f}")

        if result.weighted_fair_value:
            print(f"Weighted Fair Value: ${result.weighted_fair_value:.2f}")
            print(f"Upside/Downside: {result.upside_downside:+.1f}%")

        print(f"\nFair Value Range:")
        print(f"  Pessimistic (P10): ${result.percentile_10:.2f}")
        print(f"  Base Case (P50):   ${result.percentile_50:.2f}")
        print(f"  Optimistic (P90):  ${result.percentile_90:.2f}")

        print(f"\nModels Used: {result.valid_models_count}")
        print(f"Total Confidence: {result.total_confidence:.2f}")

        print(f"\n{'='*60}")
        print("INDIVIDUAL MODEL RESULTS")
        print(f"{'='*60}")

        for model, valuation_result in result.model_results.items():
            if valuation_result.is_valid:
                print(f"\n{model.value.upper()}:")
                print(f"  Fair Value: ${valuation_result.fair_value_per_share:.2f}")
                print(f"  Confidence: {valuation_result.confidence:.2f}")
                if valuation_result.assumptions:
                    print(f"  Assumptions: {valuation_result.assumptions}")
            else:
                print(f"\n{model.value.upper()}: FAILED")
                print(f"  Error: {valuation_result.error}")


async def custom_assumptions_example():
    """Valuation with custom assumptions"""
    print("\n\n" + "=" * 60)
    print("CUSTOM ASSUMPTIONS EXAMPLE")
    print("=" * 60)

    ticker = "MSFT"

    # Create custom assumptions
    assumptions = ValuationAssumptions(
        dcf=DCFAssumptions(
            growth_rate=0.08,  # 8% growth
            terminal_growth_rate=0.03,  # 3% terminal growth
            projection_years=7
        ),
        risk_free_rate=0.045,  # 4.5% risk-free rate
        market_return=0.11  # 11% expected market return
    )

    async with ValuationEngine() as engine:
        result = await engine.value_stock(ticker, assumptions=assumptions)

        print(f"\nValuation for {ticker} with custom assumptions:")
        print(f"  Current Price: ${result.current_price:.2f}")
        if result.weighted_fair_value:
            print(f"  Fair Value: ${result.weighted_fair_value:.2f}")
            print(f"  Upside/Downside: {result.upside_downside:+.1f}%")


async def multiple_stocks_example():
    """Value multiple stocks in parallel"""
    print("\n\n" + "=" * 60)
    print("MULTIPLE STOCKS EXAMPLE")
    print("=" * 60)

    tickers = ["AAPL", "MSFT", "JNJ"]

    async with ValuationEngine() as engine:
        # Run valuations in parallel
        tasks = [engine.value_stock(ticker) for ticker in tickers]
        results = await asyncio.gather(*tasks)

        # Print summary
        print(f"\n{'Ticker':<10} {'Current':<12} {'Fair Value':<12} {'Upside/Downside':<15} {'Models'}")
        print("-" * 65)

        for ticker, result in zip(tickers, results):
            upside_str = f"{result.upside_downside:+.1f}%" if result.upside_downside else "N/A"
            fair_value_str = f"${result.weighted_fair_value:.2f}" if result.weighted_fair_value else "N/A"

            print(f"{ticker:<10} ${result.current_price:<11.2f} {fair_value_str:<12} {upside_str:<15} {result.valid_models_count}")


async def quick_valuation_example():
    """Quick valuation for fast lookup"""
    print("\n\n" + "=" * 60)
    print("QUICK VALUATION EXAMPLE")
    print("=" * 60)

    ticker = "GOOGL"

    async with ValuationEngine() as engine:
        # Get just the weighted fair value (faster)
        fair_value = await engine.get_quick_valuation(ticker)

        print(f"\nQuick valuation for {ticker}:")
        if fair_value:
            print(f"  Fair Value: ${fair_value:.2f}")
        else:
            print(f"  Could not calculate fair value")


async def dividend_stock_example():
    """Value a dividend-paying stock (DDM model will be used)"""
    print("\n\n" + "=" * 60)
    print("DIVIDEND STOCK EXAMPLE")
    print("=" * 60)

    ticker = "JNJ"  # Johnson & Johnson - dividend aristocrat

    async with ValuationEngine() as engine:
        result = await engine.value_stock(ticker)

        print(f"\nValuation for dividend stock {ticker}:")
        print(f"  Current Price: ${result.current_price:.2f}")

        if result.weighted_fair_value:
            print(f"  Fair Value: ${result.weighted_fair_value:.2f}")
            print(f"  Upside/Downside: {result.upside_downside:+.1f}%")

        # Check if DDM was used
        from src.core.valuation_engine.core.models import ValuationModel
        if ValuationModel.DDM in result.model_results:
            ddm_result = result.model_results[ValuationModel.DDM]
            if ddm_result.is_valid:
                print(f"\n  DDM Model:")
                print(f"    Fair Value: ${ddm_result.fair_value_per_share:.2f}")
                print(f"    Confidence: {ddm_result.confidence:.2f}")
                print(f"    Dividend Growth: {ddm_result.assumptions.get('dividend_growth_rate', 0)*100:.1f}%")


async def main():
    """Run all examples"""
    print("\n" + "=" * 60)
    print("VALUATION ENGINE - EXAMPLE USAGE")
    print("=" * 60)

    # Run examples
    await basic_valuation_example()
    await custom_assumptions_example()
    await multiple_stocks_example()
    await quick_valuation_example()
    await dividend_stock_example()

    print("\n" + "=" * 60)
    print("EXAMPLES COMPLETE")
    print("=" * 60)


if __name__ == "__main__":
    asyncio.run(main())