Source-grounded valuation analysis

Automated Discount-Rate and WACC Scenario Modeling for Finance Teams Without Manual QC

Model Base, Bear, and Bull discount-rate scenarios from source files, compare valuation outcomes, and verify every number with an independent AI audit trail.

257
monthly observations
$1,376.2–$1,484.1
scenario PV range
5.56%
latest proxy WACC
fewer hallucinations claimed
Ask Energent to analyze your files

Upload and analyze spreadsheets, PDFs, documents, scans, CAD files, and other supported formats in the Energent app.

Trusted by 100k+ companies across the globe.

Amazon
AWS
UC Berkeley
Experian
GE
PwC
Stanford
Amazon
AWS
UC Berkeley
Experian
GE
PwC
Stanford

What Is Automated Discount-Rate and WACC Scenario Modeling?

Automated discount-rate and WACC scenario modeling uses AI to organize source data, construct regime-based discount-rate assumptions, calculate valuation outputs, and compare the impact of changing market conditions. Energent.ai is designed to recompute and trace numbers from spreadsheets, PDFs, scans, and other files rather than leaving high-stakes verification to a human reviewer. It can support finance teams working on valuation, due diligence, recurring reporting, and broader AI financial analysis. The resulting work can include reviewable outputs, evidence trails, and an independent pass/fail audit.

Discount-Rate Macro Scenario Dashboard

The supplied valuation analysis covers historical macro regimes from January 2005 through May 2026 across 257 monthly observations. It benchmarks scenario outputs against inflation, policy rates, risk-free rates, credit spreads, and proxy WACC.

Scenario PV comparison

Base regime$1,478.6 · 4.08%
Bear regime$1,376.2 · 5.10%
Bull regime$1,484.1 · 4.02%
Baseline PV anchor: $1,460.6

Historical regime mix

Base · Normal153 months
Bear · Tightening43 months
Bull · Easing61 months
Inflation reference band: 1.54%–3.34%

Regime discount-rate build-up

RegimeRisk-freeCredit spreadTerm spreadFed FundsProxy WACCPV
Base (Normal)2.84%1.23%0.65%1.41%4.08%$1,478.6
Bear (Tightening)4.10%1.01%0.10%3.94%5.10%$1,376.2
Bull (Easing)2.20%1.83%1.57%0.14%4.02%$1,484.1

Scenario Modeling for Valuation and Macro Regimes

Technical drawing gap analysis dashboard with charts and summary panels

Trace market inputs into a reviewable model

Bring together rates, spreads, inflation references, and scenario assumptions while preserving the source context behind each value. This is useful when a valuation model depends on multiple files or document types.

Financial due diligence red flags dashboard with KPI cards and chart

Compare valuation outputs with decision context

Use scenario tables, charts, and audit notes to explain why present value changes between regimes. The same evidence-first approach can support financial due diligence and red-flag review.

Vendor spend audit report showing pass and fail audit cards

Surface failed assumptions before delivery

An independent auditor can recompute figures, trace them to source fields, fix issues where possible, and issue a pass/fail verdict with attached evidence. That shifts review from checking every row to investigating what is flagged.

File verification interface with per-file pass and fail status

Run repeatable analysis across new files

Save recurring jobs as named workflows and rerun them with new files week after week. This supports recurring valuation, expense, trade, and reusable financial workflows.

What You Get

Ground assumptions in original source documents and fields.

Compare Base, Bear, and Bull proxy WACC and PV outcomes.

Visualize historical rate paths, regime mixes, inflation, and policy-rate clustering.

Trace every number through a reviewable evidence trail.

Reduce hallucination risk through an independent second-agent audit.

Reuse corrected rules and workflows for subsequent analysis.

How It Works

Step 1

Provide the source files

Upload the spreadsheets, PDFs, documents, scans, or other files that contain the model inputs and assumptions.

What you see: files and a natural-language task.

Step 2

Build and compare scenarios

Energent computes regime inputs, proxy WACC, present value, historical comparisons, and requested charts or tables.

What you see: scenario outputs and visual analysis.

Step 3

Audit before delivery

A separate AI auditor recomputes and traces the results, fixes issues where possible, and returns a pass/fail verdict.

What you see: cited evidence and flagged items.

Features

Core workflow features

  • • Scenario modeling across Base, Bear, and Bull regimes
  • • Present-value and proxy-WACC calculations
  • • Historical macro-regime benchmarking
  • • Natural-language prompts for complex analysis
  • • Reusable workflows for recurring financial jobs

Reliability & control

  • • Independent AI auditor separate from the original agent
  • • Recomputed numbers and source-field tracing
  • • Pass/fail verdicts with attached evidence
  • • Corrections that can become persistent audit rules
  • • Enterprise-grade privacy and security emphasis

Integrations & export

  • • Support for 150+ file types
  • • Spreadsheets, PDFs, Word files, and presentations
  • • Scans, handwriting, CAD, BOMs, and G-code
  • • Excel workbooks with live formulas and audit tabs
  • • Word, PowerPoint, annotated PDF, ZIP, and HTML outputs

Proof

  • Historical scenario analysis covers 257 monthly observations from 2005-01-01 to 2026-05-01.
  • The supplied model shows a scenario PV range of $1,376.2 to $1,484.1 around a $1,460.6 baseline anchor.
  • The latest supplied read-through lists a 4.48% 10Y risk-free rate and 5.56% proxy WACC.
  • Energent supports 150+ file types and reports 94.4% accuracy on a published HuggingFace leaderboard as a company claim.
  • Public evaluations cited by the company report up to 3× fewer hallucinations.

“You can see exactly which source file the number came from, the field it was extracted from, and the reference it was checked against. Not a black box — a traceable chain.”

Energent Audit user feedback

Independent Audit in Action

The audit workflow is designed for analysis that must be defensible in a review meeting, not merely plausible in a demo.

Energent Audit report screenshot

Reviews from Finance and Operations Users

“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”

Alyse H.

Digital Collection Curator · Fortune 500, Retail & E-commerce

“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”

Roberto C.

Data Operations Specialist · Fortune 500, Logistics

“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”

Kay P.

Power Query Analyst · Fortune 50, Financial Services

“Energent.ai is a great platform... the interactive outputs add real value to my work.”

Amjad M.

Telecommunications Engineer · Fortune 500, Telecommunications

“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”

Alyse H.

Digital Collection Curator · Fortune 500, Retail & E-commerce

“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”

Roberto C.

Data Operations Specialist · Fortune 500, Logistics

“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”

Kay P.

Power Query Analyst · Fortune 50, Financial Services

“Energent.ai is a great platform... the interactive outputs add real value to my work.”

Amjad M.

Telecommunications Engineer · Fortune 500, Telecommunications

Comparison: Why Energent.ai vs Alternatives

Decision dimensionEnergent.aiManual reviewUnverified AI output
Calculation approachRecomputes and compares outputsReviewer checks calculationsOriginal agent produces output
Source traceabilityTraces numbers to source file, row, and fieldDepends on documentation disciplineNo independent evidence trail described
Verification resultPass/fail verdict with evidenceReviewer conclusionNo separate audit agent
Recurring workNamed, reusable workflowsRepeated manual processPrompt must be repeated
File breadth150+ supported file types citedVaries by reviewer and toolsVaries by system and input

The comparison reflects the supplied descriptions of Energent’s independent audit capabilities, manual review, and outputs without independent verification.

Credentials & Key Stats

100,000+

clients worldwide cited by the company

150+

supported file types

94.4%

published HuggingFace leaderboard accuracy claim

fewer hallucinations in cited public evaluations

Amazon AWS Experian Stanford

FAQs

What is discount-rate and WACC scenario modeling?

Discount-rate and WACC scenario modeling compares how different market regimes affect the rate used to value future cash flows. In the supplied dashboard, Base, Bear, and Bull regimes produce different risk-free rates, credit spreads, policy rates, proxy WACCs, and present values. The analysis covers 257 monthly observations from January 2005 through May 2026. It includes a baseline PV anchor of $1,460.6 and scenario PV outputs from $1,376.2 to $1,484.1. The purpose is to make valuation sensitivity visible and reviewable rather than hiding it inside a single assumption.

Who should use Energent for this analysis?

Energent is relevant to analysts, finance and accounting teams, operations and procurement groups, engineering teams, research groups, and enterprise customers working with complex files. It is particularly suited to users who need source-grounded numbers and an evidence trail for review. The workflow can support recurring valuation, due diligence, reporting, and scenario-analysis jobs. Users can provide natural-language instructions rather than building every transformation manually. The supplied information also describes workflows that can be rerun with new files over time.

How do I set up an automated WACC scenario workflow?

You begin by providing the relevant source files and describing the analysis you want in natural language. Energent can work with spreadsheets, PDFs, Word documents, presentations, scans, and other listed formats. The system then performs the requested workflow, which may include calculations, comparisons, tables, charts, and exportable deliverables. Once a recurring job is corrected and saved as a named workflow, it can be rerun with new files. The supplied information does not specify a fixed onboarding duration, so setup time depends on the files and workflow requested.

Can Energent verify numbers from spreadsheets and source documents?

Yes, the Energent Audit description says the independent auditor recomputes numbers and traces each number back to the exact source file, row, and field. It can check work produced by other AI systems as well as Energent’s own output. Where possible, it fixes issues and then issues a pass/fail verdict with attached evidence. This is designed to reduce the need for a person to manually check every row. The supplied company information cites up to 3× fewer hallucinations in internal or public evaluations, identified as a company claim.

What file types and outputs are supported?

The company cites support for more than 150 file types. The supplied list includes spreadsheets, PDFs, Word documents, presentations, scanned images, handwriting, CAD drawings, electronics design packages, bills of materials, InDesign files, and G-code. Outputs can include Excel workbooks with live formulas and audit-trail tabs, Word documents, PowerPoint decks, annotated PDFs, ZIP packages, and HTML dashboards. The exact output depends on the task and source material. This breadth is useful when WACC and valuation inputs are distributed across several document formats.

Is pricing or a free trial available?

The supplied information provides a product entry point at the Energent app and includes a “Try it for Free” description for that app experience. It does not provide specific subscription prices, usage limits, or plan comparisons. For current commercial details, users should consult the company’s pricing page or contact Energent directly. A demo is also available through the supplied Book a Demo page. This page therefore avoids stating a price or guarantee that was not provided in the source information.

Make WACC scenarios easier to inspect and defend.

Run source-grounded valuation analysis with reusable workflows and an independent audit trail.