| name | comps |
| multi_ticker_semantics | target_with_required_peers |
| description | Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis |
| temporal_scope | {"default_quarters":4,"max_quarters":12,"description":"Typical lookback: 4 quarters, max: 12"} |
| allowed_tools | ["search_companies","search_xbrl_facts","get_company_financials","search_earnings_calendar","get_company_profile","list_xbrl_concepts","batch_search","search_documents","search_sec_filings","read_source_outline","read_source_deep_outline","read_source_pages","search_keyword_in_source","search_cross_period","get_statement_structure","xlsx-read"] |
| retrieval_scope | unstructured_document_search |
| min_tool_diversity | 5 |
Preflight
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.
Triggers
- analyze comps analysis
- run comps analysis analysis
- produce comps analysis report
- comps analysis breakdown
- comps analysis deep dive
- build a comps analysis
- assess comps analysis
- quantify comps analysis
- compare comps analysis across peers
- review comps analysis for
- generate comps analysis on
- comps analysis for investment decision
Defaults
| Parameter | Default | Notes |
|---|
| lookback_years | 3 | Historical data window |
| include_peers | false | Whether to surface a peer comparison block |
Methodology
Retrieval Scope
This skill performs unstructured document search at scale across SEC filings (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.
Retrieval Strategy
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Temporal Scope
Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
Step-by-step execution detail is in references/methodology.md.
Deliverable Chain
Inputs → Build → Validate → Output → Next
- Inputs: resolved ticker + peers via
search_companies + search_xbrl_facts for all tickers (revenue, EBITDA, EPS, multiples) + get_company_financials.
- Build: write a self-contained Python script using that creates the comps workbook (peer profiles, trading multiples, valuation summary) per . Execute via . Verify the exists. If fails, fall back to summary with (see ).
