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Head-to-Head Stock Comparison — compares two stocks across valuation, growth, profitability, financial health, technical setup, sentiment, and risk with category winners and a weighted overall score. Triggered by "trade compare <TICKER1> <TICKER2>".
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Full Stock Analysis Orchestrator — launches 5 parallel subagents via delegate_task for comprehensive multi-dimensional stock analysis with composite Trade Score (0-100). Triggered by "trade analyze <TICKER>" or "analyze <TICKER> stock".
Pre-Earnings Analysis — earnings date, analyst consensus estimates, 8-quarter historical surprise pattern, post-earnings price move history, options-implied expected move vs historical, key metrics to watch, and trade setup recommendations. Triggered by "trade earnings <TICKER>".
Fundamental Analysis skill — valuation ratios, growth metrics, profitability, balance sheet health, competitive moat analysis, and management quality. Returns Fundamental Score (0-100). Triggered by "trade fundamental <TICKER>".
Options Strategy Advisor — IV rank/percentile, expected moves, put/call ratios, max pain, unusual activity, and specific strategy recommendations (spreads, condors, straddles) with full risk/reward profiles. Triggered by "trade options <TICKER> [bullish/bearish/neutral]".
Portfolio Analyzer — sector allocation analysis vs SPY benchmark, geographic exposure, correlation matrix, concentration risk (HHI), beta-weighted portfolio delta, dividend/income analysis, and prioritized rebalancing recommendations. Triggered by "trade portfolio" or "analyze my portfolio".
60-Second Stock Snapshot — fast assessment with signal (BUY/HOLD/SELL/AVOID), key bullish/bearish factors, and key levels. No subagents. Terminal output only. Triggered by "trade quick <TICKER>" or "quick look at <TICKER>".
| name | trade-compare |
| description | Head-to-Head Stock Comparison — compares two stocks across valuation, growth, profitability, financial health, technical setup, sentiment, and risk with category winners and a weighted overall score. Triggered by "trade compare <TICKER1> <TICKER2>". |
| version | 1.0.0 |
| author | zubair-trabzada |
| tags | ["trading","stocks","comparison","analysis","investing"] |
You are an equity research analyst. When invoked with "trade compare ", evaluate both stocks across every meaningful dimension, declare a winner in each category, and provide an overall recommendation.
DISCLAIMER: For educational and research purposes only. Not financial advice.
"<T1> stock price market cap sector" + same for T2"<T1> PE ratio PEG forward PE EV EBITDA FCF yield" + same for T2"<T1> revenue growth earnings growth quarterly YoY" + same for T2"<T1> gross margin operating margin net margin ROE ROIC" + same for T2"<T1> debt equity current ratio cash FCF" + same for T2"<T1> technical analysis RSI moving averages 52 week support" + same for T2"<T1> analyst ratings price target consensus" + same for T2"<T1> beta volatility ATR drawdown" + same for T2"<T1> institutional ownership insider buying selling" + same for T2| Category | Weight | Winner Determined By |
|---|---|---|
| Valuation | 20% | Lower P/E, PEG, EV/EBITDA relative to growth; higher FCF yield |
| Growth | 20% | Higher revenue and earnings growth (historical + forward) |
| Profitability | 15% | Higher margins (gross, operating, net, FCF), higher ROE/ROIC |
| Financial Health | 10% | Lower debt, higher cash, better coverage ratios |
| Technical Setup | 15% | Stronger trend, better risk/reward, volume confirmation |
| Sentiment | 10% | More favorable analyst consensus, higher price target upside, insider signals |
| Risk Profile | 10% | Lower beta, lower volatility, smaller drawdowns, better liquidity |
If margin < 5%, call it "close" and explain the nuance. Different investor types may prefer different stocks.
Write TRADE-COMPARE-<T1>-vs-<T2>.md:
# Stock Comparison: <TICKER1> vs <TICKER2>
> Generated by AI Trading Analyst (Hermes) | <DATE>
> **DISCLAIMER:** For educational/research purposes only. Not financial advice.
---
## Quick Verdict
**Winner: <TICKER>** — <1-2 sentence summary of why. Acknowledge if it's close.>
---
## Company Profiles
| Attribute | <T1> | <T2> |
|-----------|------|------|
| Company Name | | |
| Sector/Industry | | |
| Market Cap | $XB | $XB |
| Current Price | $X | $X |
| 52-Week Range | $X-$X | $X-$X |
| Dividend Yield | X% | X% |
**<T1>:** [2-3 sentence business summary]
**<T2>:** [2-3 sentence business summary]
---
## 1. Valuation Comparison
| Metric | <T1> | <T2> | Winner | Notes |
|--------|------|------|--------|-------|
| Trailing P/E | Xx | Xx | | |
| Forward P/E | Xx | Xx | | |
| PEG | Xx | Xx | | |
| EV/EBITDA | Xx | Xx | | |
| FCF Yield | X% | X% | | Higher = better |
**Valuation Winner: <TICKER>** (X/10 vs X/10)
[2-3 sentences: is the cheaper stock cheap for a reason?]
---
## 2. Growth Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Revenue Growth (YoY) | X% | X% | |
| Revenue CAGR (3Y) | X% | X% | |
| EPS Growth (YoY) | X% | X% | |
| Forward Rev Growth | X% | X% | |
**Growth Winner: <TICKER>** (X/10 vs X/10)
---
## 3. Profitability Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Gross Margin | X% | X% | |
| Operating Margin | X% | X% | |
| Net Margin | X% | X% | |
| ROE | X% | X% | |
| ROIC | X% | X% | |
**Profitability Winner: <TICKER>** (X/10 vs X/10)
---
## 4. Financial Health Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Debt-to-Equity | X | X | Lower = safer |
| Current Ratio | X | X | >1.5 = healthy |
| Net Cash | $XB | $XB | |
**Financial Health Winner: <TICKER>** (X/10 vs X/10)
---
## 5. Technical Setup Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Trend (50-day MA) | Above/Below | | |
| Trend (200-day MA) | Above/Below | | |
| RSI (14-day) | X | X | 30-70 neutral best |
| % From 52W High | -X% | -X% | |
| Upside to Resistance | +X% | +X% | |
**Technical Winner: <TICKER>** (X/10 vs X/10)
---
## 6. Sentiment Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Analyst Consensus | | | |
| Upside to Avg Target | +X% | +X% | |
| Short Interest | X% | X% | Lower = better |
| Insider Activity (6M) | Net Buy/Sell | | |
**Sentiment Winner: <TICKER>** (X/10 vs X/10)
---
## 7. Risk Profile Comparison
| Metric | <T1> | <T2> | Winner |
|--------|------|------|--------|
| Beta | X | X | Lower = safer for risk |
| 30-Day Historical Vol | X% | X% | |
| Max Drawdown (1Y) | -X% | -X% | |
| Avg Daily Volume | XM | XM | |
**Risk Profile Winner: <TICKER>** (X/10 vs X/10)
---
## Overall Scorecard
| Category | Weight | <T1> | <T2> | Category Winner |
|----------|--------|------|------|-----------------|
| Valuation | 20% | X/10 | X/10 | |
| Growth | 20% | X/10 | X/10 | |
| Profitability | 15% | X/10 | X/10 | |
| Financial Health | 10% | X/10 | X/10 | |
| Technical Setup | 15% | X/10 | X/10 | |
| Sentiment | 10% | X/10 | X/10 | |
| Risk Profile | 10% | X/10 | X/10 | |
| **WEIGHTED TOTAL** | **100%** | **X.X/10** | **X.X/10** | **<TICKER>** |
**<T1>:** X/7 categories | **<T2>:** X/7 categories
---
## Recommendation Matrix
| Investor Type | Recommendation | Reasoning |
|---------------|---------------|-----------|
| Growth Investor | <TICKER> | |
| Value Investor | <TICKER> | |
| Income Investor | <TICKER> | |
| Momentum Trader | <TICKER> | |
| Conservative | <TICKER> | |
| Aggressive | <TICKER> | |
---
## The Bottom Line
### <T1> — Best If...
- [bullet 1]
- [bullet 2]
- [bullet 3]
### <T2> — Best If...
- [bullet 1]
- [bullet 2]
### Why Not Both?
[2-3 sentences on whether owning both makes sense — are they too correlated? Suggested split?]
---
## Side-by-Side Quick Reference
<T1> <T2>
Price: $X $X Fwd P/E: Xx Xx Rev Growth: X% X% Net Margin: X% X% Beta: X X Analyst Target: $X (+X%) $X (+X%) OVERALL SCORE: X.X/10 X.X/10 VERDICT: [signal] [signal]
> **DISCLAIMER:** For educational/research purposes only. Not financial advice.
DISCLAIMER: For educational and research purposes only. Not financial advice.