Comps Analysis
Build institutional-grade comparable company analyses with operating metrics, valuation...
Install
npx skills add anthropics/financial-services --skill comps-analysis -g -a claude-code -y- Repository
- anthropics/financial-services41k
- Category
- Documents
- Updated
- 7d ago
- License
- Apache-2.0
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- No, instructions only
What it does
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
Comparable Company Analysis
⚠️ CRITICAL: Data Source Priority (READ FIRST)
ALWAYS follow this data source hierarchy:
- 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
- DO NOT use web search if the above MCP data sources are available
- ONLY if MCPs are unavailable: Then use Bloomberg Terminal, SEC EDGAR filings, or other institutional sources
- 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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.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/comps_example.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
