Agent skill · business finance · himself65
company-valuation
Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market price, a WACC and terminal-growth sensitivity grid, and bull/base/bear scenarios. Use this skill whenever the user asks what a company or ticker is worth: fair value, intrinsic value, implied share price, a price target from fundamentals, whether it is overvalued or undervalued, building a DCF (WACC, terminal value, discounted cash flow), EV/EBITDA or P/E based targets, peer comparison valuation, or SOTP and conglomerate discounts. Run the model rather than answering valuation questions from memory.
Why this skill is useful
Adds executable scripts for DCF, relative, and SOTP valuation methods that automate complex financial calculations not readily available in public data.
What it needs
Requires numpy, pandas, python3, yfinance installed locally. About 8k tokens when loaded. Last updated 2026-08-05. 3,127 stars on the source repository.
What this skill does
Company Valuation If your host has not already executed the shell probes below (for example, in Codex), run the commands inside the ! wrappers with its shell tool before choosing a setup path. Use the actual output; if shell access is unavailable, report that limitation. Triangulates intrinsic value via three methods, then blends them to an implied share price: 1. DCF — 5-year FCFF projection, discount at WACC, terminal value. 2. Relative — apply peer median P/E, EV/Revenue, EV/EBITDA. 3. SOTP — when 2+ distinct reporting segments exist, value each at pure-play peer multiples. Always present a WACC × terminal-growth sensitivity table and Bull/Base/Bear scenarios. Disclaimer: Research/educational output. Not financial advice. --- Step 1: Detection Flow Detect data source and runtime deps. The skill supports 2 method paths — pick the richest one available. Environment status: Decision tree: Condition Method path --- --- YFINOK Path A (primary): yfinance for financials + peer multiples YFINMISSING Path B: pip-install yfinance, then Path A. python3 -m pip install -q yfinance numpy pandas RFFETCHFAIL Use default rf = 0.045 and note stale risk-free rate in output If RF10Y= printed, use that value as rf in Step 4d instead of the hardcoded 4.5%. --- Step 2: Choose Methods & Set Defaults Method applicability Company type DCF Relative SOTP Fallback --- --- --- --- --- Mature cash-flow (CPG, telecom, utilities) ✅ primary ✅ ❌ — High-growth SaaS / software ✅ with care ✅ primary ❌ Use EV/Revenue + Rule of 40 Multi-segment conglomerate ✅ ✅ ✅ primary See references/sotp.md Banks / insurance ❌ ✅ (P/B, P/TBV) ❌ DDM or excess return; note in output Pre-revenue ❌ EV/Revenue only ❌ Flag low confidence REITs ❌ ✅ (P/FFO, P/AFFO) ❌ NAV-based Cyclicals (energy, semis, industrials) ✅ on mid-cycle ✅ sometimes Normalize through-cycle Defaults table Settle every parameter before pulling data — these defaults apply unless the user overrides them. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills himself65/company-valuation