peg-valuation

name	peg-valuation
multi_ticker_semantics	target_with_optional_peers
description	PEG valuation, Price Earnings to Growth ratio, Peter Lynch PEG methodology, growth-adjusted valuation, earnings growth rate, PE ratio valuation, PEG sector comparison, undervalued growth stocks, fair value PEG
temporal_scope	{"default_quarters":4,"max_quarters":12,"description":"Trailing 4 quarters for current PE; up to 12 for historical CAGR"}
allowed_tools	["search_xbrl_facts","search_companies","get_realtime_quote","search_earnings_calendar"]
retrieval_scope	structured_only
min_tool_diversity	4

PEG Valuation

Peter Lynch PEG (Price/Earnings to Growth) methodology. PEG = P/E Ratio ÷ Earnings Growth Rate (%). Growth-adjusted valuation that answers: "Is this stock's growth justifying its multiple?"

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

**get_realtime_quote availability **: If get_realtime_quote is not yet deployed, prompt user for current stock price. PE numerator from search_earnings_calendar (NTM consensus EPS × current price = PE) as fallback.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Triggers

• PEG valuation for {ticker}
• compute PEG ratio {ticker}
• Peter Lynch PEG {ticker}
• growth-adjusted valuation {ticker}
• is {ticker} undervalued by PEG
• PEG analysis {ticker}
• price earnings growth {ticker}
• compare PEG across peers
• {ticker} PEG vs sector
• growth at reasonable price {ticker}

Defaults

Parameter	Default	Notes
growth_source	consensus	consensus estimates preferred; fallback to historical CAGR
include_peers	true	Sector PEG comparison
lookback_years	3	Historical CAGR computation window

Methodology

Retrieval Scope

structured_only — PEG uses XBRL earnings data + real-time price + earnings calendar for growth estimates.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: 4 fiscal quarters (max 12). PEG uses trailing 4 quarters for LTM P/E; up to 12 for historical EPS CAGR if consensus unavailable.

Tool Allowlist

See frontmatter allowed_tools — 4 tools. get_realtime_quote for current price + PE (TTM). search_earnings_calendar for consensus EPS and long-term growth estimates. search_xbrl_facts for historical EPS to compute CAGR. search_companies for peer identification.

Protocol

Step-by-step execution detail is in references/methodology.md.

PEG Interpretation (Peter Lynch Framework)

PEG Range	Rating	Investment Implication
< 0.5	Deeply Undervalued	Growth vastly exceeds valuation; investigate for hidden risks
0.5 – 1.0	Undervalued	Classic Lynch buy zone; growth justifies the multiple
1.0 – 1.5	Fairly Valued	Growth and valuation in equilibrium
1.5 – 2.0	Premium	Market paying up for growth; needs above-consensus execution
> 2.0	Overvalued	Growth insufficient to justify current multiple
Negative	N/A	Negative earnings — PEG not meaningful; use revenue-based metrics

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_peg-valuation_{affix}.md.

Output Structure

The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:

1. Executive Summary — headline conclusions (≤200 words).
2. Core analysis sections — per this skill's methodology and analyst modes.
3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Memory & Snapshot

• Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
• Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
• Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
• Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Failure Mode	Detection	Action	User-Facing Message
Missing data	No consensus or historical EPS	Halt; cannot compute growth rate	"Insufficient earnings data to compute growth rate for {ticker}."
Negative earnings	PE (TTM) < 0	Compute only revenue-based metrics; flag PEG as N/A	"PEG not applicable — {ticker} has negative earnings."
Zero growth	CAGR ≈ 0%	PEG = ∞; flag as "no growth" case	"Zero historical EPS growth — PEG effectively infinite."
MCP unreachable	Preflight probe fails	Halt	"agentii data plane unreachable; check connection."