| name | valuation-calculator |
| description | This skill should be used when the user asks '这只股票贵不贵', '估值合理吗', '目标价多少', '跟同行比怎么样', or during a stock-analyzer valuation step. Calculates PE/PB/PS historical percentiles, builds peer-comparison tables, and derives target prices via PE-based or PB-based methods. Quantitative/relative valuation — distinct from the DCF-style intrinsic-value-analysis skill. |
| version | 1.0.0 |
Valuation Calculator
Quantitative, relative valuation for investment decisions (PE/PB percentiles + peer comparison + target price). For absolute DCF-style intrinsic value, use the intrinsic-value-analysis skill instead.
When to Use
- During stock analysis (the valuation step)
- When deciding a target price for a trade
- When comparing multiple candidates in the same sector
Prerequisites
Uses the sibling tushare-data / stock-market-data skills. Set once per shell:
export TUSHARE_TOKEN=<your Tushare Pro token>
PY=python3
SKILLS=~/.claude/skills
TS=$SKILLS/tushare-data/scripts/fetch_tushare.py
AK=$SKILLS/stock-market-data/scripts
Methods
1. Historical Percentile
Use Tushare daily_basic for direct PE/PB/PS time series (no manual calculation needed):
$PY $TS --mode daily_basic --symbols {CODE}.SZ --start 20230101
From the returned data:
- Calculate PE_TTM percentile over available history
- Calculate PB percentile over available history
- Identify current position in historical range
2. Peer Comparison
$PY $TS --mode daily_basic --symbols {code1}.SZ --start 20260301
$PY $TS --mode fina_indicator --symbols {code1}.SZ
$PY $AK/fetch_financial_data.py --mode stock --symbols {code1},{code2},{code3}
Compare: PE, PB, ROE, revenue growth, net margin across peers.
Identify: who is cheapest relative to growth? (PEG ratio)
Supplement with WebSearch for analyst consensus (券商一致预期), forecasts, and cross-sector peer comparison data:
WebSearch: "{stock name} 一致预期 估值 目标价"
3. Target Price Derivation
Methods available:
- PE-based: Target PE × Expected EPS = Target Price
- PB-based: Target PB × Book Value = Target Price
- DCF-simplified: skip here; use the
intrinsic-value-analysis skill for a proper DCF-style approach
Output Format
### 估值分析 — {stock}({code})
**当前估值**
- PE(TTM): {X}x
- PB: {X}x
- 市值: {X} 亿
**同行对比**
| 公司 | PE | PB | ROE | 净利率 | 营收增速 |
|------|----|----|-----|--------|----------|
**估值判断**: 偏贵/合理/偏低 — {reasoning}
**目标价推导**
- 方法: {PE-based / PB-based}
- 假设: {key assumption}
- 目标PE: {X}x → 目标价: {X} 元 → 上行空间: {X}%
Rules
- Valuation is relative, not absolute — always compare to peers and history
- Growth justifies premium — high PE is OK if growth is higher
- State assumptions explicitly — target price is only as good as its assumptions
