Financial analysis and research workflows for market research, equity research, comparable companies, precedent transactions, and DCF valuation. Use when asked to build or critique DCF models, comps/precedents tables, competitor or strategy analysis, market sizing, or to deliver analyst-ready outputs in Excel, PowerPoint, or Markdown from CSV/Excel/SQL/API/web data.
Installation
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Financial analysis and research workflows for market research, equity research, comparable companies, precedent transactions, and DCF valuation. Use when asked to build or critique DCF models, comps/precedents tables, competitor or strategy analysis, market sizing, or to deliver analyst-ready outputs in Excel, PowerPoint, or Markdown from CSV/Excel/SQL/API/web data.
Financial Analyst
Overview
Deliver industry-standard market research, equity research, comps, precedents, and DCF valuation with explicit assumptions, source citations, and polished outputs in Excel, PowerPoint, or Markdown.
Quick Intake
Confirm company name, ticker, industry, geography, currency, and units (USD millions, etc.).
Confirm scope (DCF, comps, precedents, market sizing, competitive strategy, equity research memo) and output formats.
Gather data sources (CSV/Excel/SQL/API/web) and ask for access details or files.
Ask for missing inputs; if the user says proceed, use standard assumptions and list them explicitly.
Core Workflows
DCF Model
Use references/dcf.md for standard structure and checks.
Build a 5-year forecast, WACC via CAPM, and terminal value via Gordon Growth.
Produce a valuation summary, sensitivity table, and assumptions table.
Use assets/templates/dcf-model-template.md as a starting layout if a template helps.
Comparable Companies
Use references/comps.md for peer selection and table fields.
Build a comps table with key operating metrics and trading multiples.
Call out outliers and justify adjustments or exclusions.
Use assets/templates/comps-template.csv for the table skeleton.
Precedent Transactions
Use references/precedents.md for deal filters and table fields.
Build a precedents table with deal values, premiums, and transaction multiples.
Note deal context (strategic vs. financial buyer, control premium, timing).
Use assets/templates/precedents-template.csv for the table skeleton.
Market Research
Use references/market-research.md for market sizing and structure.
Provide TAM/SAM/SOM with both top-down and bottom-up triangulation when possible.
Cite sources and state any conversions or extrapolations.
Use assets/templates/market-research-template.md for the memo layout.
Competitive Strategy and Key Competitors
Use references/competitive-strategy.md for frameworks and output structure.
Identify direct, adjacent, and substitute competitors with brief rationale.
Assess differentiation, moats, pricing power, and distribution advantages.
Use assets/templates/competitive-strategy-template.md for the memo layout.
Equity Research Memo
Use references/equity-research.md for the memo structure.
Present a clear thesis, valuation summary, catalysts, and risks.
Keep conclusions linked to data and comps/DCF outputs.
Use assets/templates/er-memo-template.md as a starting outline.
Output Standards
Provide an assumptions table for every model or valuation.
Include units, currency, and as-of dates on every table.
Keep formulas transparent in Excel outputs and document key drivers in Markdown.
Provide a slide outline when PowerPoint is requested via assets/templates/ppt-outline.md.
