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comps-analysis

Builds comparable-company analyses with operating metrics, valuation multiples and statistical benchmarks in a spreadsheet.

View on GitHub
Kind
Skill
Works with
Claude Code
Source
Claude for Financial Services @ 60565064557c
Path
plugins/vertical-plugins/financial-analysis/skills/comps-analysis/SKILL.md
Jobs
Implementation
Topics
Finance, Competitive analysis, Data analysis & BI

Credit

Made by
anthropics
Original
github.com/anthropics/financial-services/blob/60565064557ca77…
License
Apache-2.0

Listed by Skill Manifest; not made by us.

InstallInstall it from a plugin marketplace.
Install factsScanned 2 Nov 2026
Adds
  • .claude/skills/comps-analysis/ (the skill folder)
  • 1 file(s) the skill refers to
Runs scripts
None found
Uses the network
None found
Needs secrets
None found
Source revision
60565064557c
Licence
Apache-2.0
Last activity
28 Oct 2026
Review
Reviewed

Found by a static scan of the stored text; nothing is run. “None found” is not a guarantee, so read what you install before you run it.

  • Only the main file is read; other files in the folder are not scanned
# 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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.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:**
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