| name | earnings-snapshot |
| description | Generate a concise earnings and fundamental snapshot for a stock, covering valuation, recent earnings news, and analyst positioning |
| allowed-tools | ["get_stock_data","search_news"] |
Earnings Snapshot Skill
Use this skill when a user asks about a company's earnings, valuation metrics, fundamentals, whether a stock is cheap or expensive, or how recent results compared to expectations.
Required workflow
- Retrieve stock data using
get_stock_data for the requested symbol.
- Search for earnings-related news using
search_news with the stock's sector.
- Extract the following fundamental metrics from stock data:
- P/E ratio (compare to sector average: Technology ~34x, Healthcare ~22x, Financials ~13x, Energy ~14x, Consumer Discretionary ~30x, Consumer Staples ~25x)
- Dividend yield (0% = growth stock; >2% = income stock)
- Market cap tier (Mega >$1T, Large $100B-$1T, Mid $10B-$100B)
- Assess valuation:
- P/E > 1.3× sector average → Premium (growth priced in)
- P/E within 0.7×–1.3× sector average → Fair Value
- P/E < 0.7× sector average → Discount (value opportunity or value trap)
- Identify the most relevant earnings headline from news results.
- Provide a 2-sentence earnings outlook.
Output Format
Earnings Snapshot: {SYMBOL} — {Company Name}
Price : ${price}
P/E Ratio : {pe_ratio}x ({Premium | Fair Value | Discount} vs. {sector} avg {sector_avg}x)
Dividend Yield: {yield}%
Market Cap : ${cap} ({tier})
Earnings News : {top headline}
Outlook : {2-sentence assessment}
