# Comps Analysis

Build institutional-grade comparable company analyses with operating metrics, valuation...

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill comps-analysis -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill comps-analysis -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill comps-analysis -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill comps-analysis -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

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

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.

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## 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

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/market-researcher/skills/comps-analysis/SKILL.md