comps-analysis

name	comps-analysis
description	Public comparable company valuation — peer selection, multiple derivation, and market-based valuation bands.
user-invocable	true

/comps-analysis — Comparable Company Valuation

Produce a market-based valuation band using public comparable companies.

MCP Tool Map

• Company fundamentals: sec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial
• Disclosure context: sec-edgar.sec_edgar_filing
• Market data: market-intel-direct.get_market_snapshot
• Illiquid asset context: finance-graph.list_assets, finance-graph.list_valuation_observations

Workflow

Step 1: Define Subject

• Identify the target company or asset to value.
• Capture key operating metrics: revenue, EBITDA, net income, growth rate, margins.

Step 2: Peer Selection

• Select 5-10 public comparables based on sector, size, growth profile, and business model.
• Pull financial data from SEC filings for each peer.
• Document selection rationale and any exclusions.

Step 3: Multiple Derivation

• Compute relevant trading multiples: EV/Revenue, EV/EBITDA, P/E, EV/FCF.
• Calculate median, mean, 25th, and 75th percentile for each multiple.
• Adjust for growth differential, margin differential, and scale.

Step 4: Valuation Band

• Apply selected multiples to subject financials.
• Produce low/base/high valuation range.
• Apply applicable discounts (illiquidity, minority, key-person) where justified.

Step 5: Output

• Peer set with key financials.
• Multiple summary table.
• Implied valuation range with methodology notes.
• Key assumptions and data-quality caveats.