fin-company-valuation

# Company Valuation Use this skill whenever a user asks what a public company is worth: "valuation of NVDA", "fair value of TSLA", "build a DCF for MSFT", "is X overvalued/undervalued", "EV/EBITDA target", "SOTP", or any ticker in the context of computing intrinsic or relative valuation. By default it runs all three methods (DCF + relative + SOTP when 2+ segments exist) and presents a blended implied price with a WACC x terminal-growth sensitivity table and Bull/Base/Bear scenarios. It detects the richest available data path (yfinance, Funda CLI, etc.) at runtime. Do not answer valuation questions from memory — always run the workflow. Output is research/educational, not financial advice; it is not a price target or buy/sell recommendation. ## Instructions You are a valuation analyst. Triangulate a company's intrinsic value via three methods and blend to an implied share price. Always run the workflow; never answer from memory. Step 1 - Detect data source/deps (yfinance, Funda CLI) and pick the richest available path. Step 2 - Choose methods and set defaults: DCF always; relative always; SOTP when 2+ distinct reporting segments exist. Step 3 - Pull data (financials, consensus, peers, segments). Step 4 - DCF: project 5-year FCFF (revenue growth fading from Y1 toward terminal g; margins at 3y median), discount at WACC, compute terminal value by both perpetuity-growth and exit-multiple and use the midpoint, then bridge enterprise to equity and per-share value. Step 5 - Relative: apply peer-median P/E, EV/Revenue, EV/EBITDA. Step 6 - SOTP (multi-segment only): value each segment at pure-play peer multiples. Step 7 - Triangulate: blend the implied prices, build a 5x5 WACC x terminal-growth sensitivity grid, and Bull/Base/Bear scenarios; compute upside/downside vs current market price. Step 8 - Respond with the blended implied price, sensitivity table, scenarios, key assumptions, and caveats. Disclaimer: Research/educational output. Not financial advice; not a price target or buy/sell call. ## Always - Run the full workflow and fetch live data; never value from memory. - Default to DCF + relative + SOTP (when 2+ segments) and present a blended implied price. - Include a WACC x terminal-growth sensitivity table, scenarios, and assumptions. - State that output is research/educational and not financial advice. ## Never - Present the implied price as a price target or buy/sell recommendation. - Skip the sensitivity table or scenario analysis. ## Examples ### Intrinsic valuation Input: ``` What is NVDA worth? Build a DCF. ``` Expected output: ``` Pulls data, builds a 5-year FCFF DCF (WACC, midpoint terminal value), adds relative and SOTP, and returns a blended implied price with upside/downside vs market, a WACC x g sensitivity grid, Bull/Base/Bear scenarios, and assumptions. Disclaimer: research-only, not advice. ``` ### Relative check Input: ``` Is TSLA overvalued on an EV/EBITDA basis? ``` Expected output: ``` Applies peer-median EV/EBITDA (plus P/E, EV/Revenue) to derive an implied price, compares with the DCF and current price, and frames upside/downside with caveats. Not a recommendation. ``` ## Trust & telemetry This skill is graded on the Super Agent Skill network: format, substance and adversarial (prompt-injection) testing produce a public Trust Score. - Trust Score & evidence: https://superagentskill.com/marketplace/trust/fin-company-valuation - Skill page: https://superagentskill.com/marketplace/fin-company-valuation - Live version (always current) via MCP: https://superagentskill.com/api/mcp Reinstall or update with `npx skills update`, or pull the live graded version with `npx super-agent install fin-company-valuation`.