# Company Valuation

Estimate a public company's intrinsic value with DCF, relative (peer multiple), and...

- Repository: https://github.com/himself65/finance-skills (3487 stars)
- Category: Marketing
- License: MIT
- Last updated: 2026-10-25
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add himself65/finance-skills --skill company-valuation -g -a claude-code -y`
Codex: `npx skills add himself65/finance-skills --skill company-valuation -g -a codex -y`
Cursor: `npx skills add himself65/finance-skills --skill company-valuation -g -a cursor -y`
Gemini CLI: `npx skills add himself65/finance-skills --skill company-valuation -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add himself65/finance-skills`

## Description

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.

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

# 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:**

```
!`python3 -c "exec('try:\n import yfinance, numpy, pandas\n print(\'YFIN_OK\')\nexcept Exception:\n print(\'YFIN_MISSING\')')"`
```

```
!`python3 -c "exec('try:\n import yfinance as yf\n t=yf.Ticker(\'^TNX\')\n p=t.fast_info.last_price\n print(f\'RF_10Y={p/100:.4f}\')\nexcept Exception:\n print(\'RF_FETCH_FAIL\')')"`
```

**Decision tree:**

| Condition | Method path |
|---|---|
| `YFIN_OK` | **Path A** (primary): yfinance for financials + peer multiples |
| `YFIN_MISSING` | **Path B**: pip-install yfinance, then Path A. `python3 -m pip install -q yfinance numpy pandas` |
| `RF_FETCH_FAIL` | Use default `rf = 0.045` and note stale risk-free rate in output |

If `RF_10Y=` printed, use that value as `rf` in Step 4d instead of the hardcoded 4.5%.

---

## Step 2: Choose Methods & Set Defaults

### Method applicability

The rest: https://github.com/himself65/finance-skills/blob/HEAD/plugins/market-analysis/skills/company-valuation/SKILL.md