| name | fundamentals |
| description | Analyze company fundamentals including financial statements, ratios, and profitability metrics. Use when evaluating financial health, profitability, or balance sheet strength. |
Fundamental Analysis
Overview
Comprehensive analysis of company financial fundamentals including profitability, growth, financial health, and valuation ratios.
Analysis Process
Run Fundamental Analysis
python .claude/skills/fundamentals/scripts/analyze.py {TICKER} {END_DATE}
Metrics Analyzed
Profitability
- ROE (Return on Equity) > 15%
- Net Margin > 20%
- Operating Margin > 15%
Growth
- Revenue Growth > 10%
- Earnings Growth > 10%
- Book Value Growth > 10%
Financial Health
- Current Ratio > 1.5
- Debt/Equity < 0.5
- FCF Conversion > 80%
Valuation
- P/E Ratio < 25
- P/B Ratio < 3
- P/S Ratio < 5
Signal Interpretation
- Bullish: Strong profitability, healthy balance sheet, reasonable valuation
- Neutral: Mixed signals across categories
- Bearish: Weak fundamentals or expensive valuation
Example
Analyze MSFT as of 2024-12-01 using fundamental analysis.
