fundamentals

name	fundamentals
description	Analyze company fundamentals including financial statements, ratios, and profitability metrics. Use when evaluating financial health, profitability, or balance sheet strength.

Fundamental Analysis

Overview

Comprehensive analysis of company financial fundamentals including profitability, growth, financial health, and valuation ratios.

Analysis Process

Run Fundamental Analysis

python .claude/skills/fundamentals/scripts/analyze.py {TICKER} {END_DATE}

Metrics Analyzed

Profitability

• ROE (Return on Equity) > 15%
• Net Margin > 20%
• Operating Margin > 15%

Growth

• Revenue Growth > 10%
• Earnings Growth > 10%
• Book Value Growth > 10%

Financial Health

• Current Ratio > 1.5
• Debt/Equity < 0.5
• FCF Conversion > 80%

Valuation

• P/E Ratio < 25
• P/B Ratio < 3
• P/S Ratio < 5

Signal Interpretation

• Bullish: Strong profitability, healthy balance sheet, reasonable valuation
• Neutral: Mixed signals across categories
• Bearish: Weak fundamentals or expensive valuation

Example

Analyze MSFT as of 2024-12-01 using fundamental analysis.