Agent skill · business finance · anthropics
comps-analysis
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Why this skill is useful
Provides domain-specific knowledge on institutional-grade comparable company analysis and specific data source hierarchies that the AI wouldn't reliably generate on its own.
What it needs
About 11k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Comparable Company Analysis ⚠️ CRITICAL: Data Source Priority (READ FIRST) ALWAYS follow this data source hierarchy: 1. FIRST: Check for MCP data sources - If S&P Kensho MCP, FactSet MCP, or Daloopa MCP are available, use them exclusively for financial and trading information 2. DO NOT use web search if the above MCP data sources are available 3. ONLY if MCPs are unavailable: Then use Bloomberg Terminal, SEC EDGAR filings, or other institutional sources 4. NEVER use web search as a primary data source - it lacks the accuracy, audit trails, and reliability required for institutional-grade analysis Why this matters: MCP sources provide verified, institutional-grade data with proper citations. Web search results can be outdated, inaccurate, or unreliable for financial analysis. --- Overview This skill teaches Claude to build institutional-grade comparable company analyses that combine operating metrics, valuation multiples, and statistical benchmarking. The output is a structured Excel/spreadsheet that enables informed investment decisions through peer comparison. Reference Material & Contextualization: An example comparable company analysis is provided in examples/compsexample.xlsx. When using this or other example files in this skill directory, use them intelligently: DO use examples for: Understanding structural hierarchy (how sections flow) Grasping the level of rigor expected (statistical depth, documentation standards) Learning principles (clear headers, transparent formulas, audit trails) DO NOT use examples for: Exact reproduction of format or metrics Copying layout without considering context Applying the same visual style regardless of audience ALWAYS ask yourself first: 1. "Do you have a preferred format or should I adapt the template style?" 2. "Who is the audience?" (Investment committee, board presentation, quick reference, detailed memo) 3. "What's the key question?" (Valuation, growth analysis, competitive positioning, efficiency) 4. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/comps-analysis--5d3c87