Agent skill · business finance · nousresearch
comps-analysis
Build comparable-company valuation workbooks in Excel.
Why this skill is useful
Adds institutional-grade comparable company analysis techniques and specific data sourcing protocols that the AI wouldn't reliably generate on its own.
What it needs
About 12k tokens when loaded. Last updated 2026-08-07. 226,679 stars on the source repository.
What this skill does
Environment This skill assumes headless openpyxl — you are producing an .xlsx file on disk. Follow the excel-author skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables. Recalculate before delivery: python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx. 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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.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 the agent 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills nousresearch/comps-analysis