sector-overview

name	sector-overview
description	Use this skill when the task requires sector overview capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.equity_research.sector_overview_3
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","reporting","research","design"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from sector overview"}]

Sector Overview

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

Workflow

Step 1: Define Scope

• Sector / subsector: What industry and how narrowly defined?
• Purpose: Client report, internal research, pitch material, idea generation
• Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
• Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
• Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

• Total addressable market (TAM) with source
• Historical growth rate (5-year CAGR)
• Forecast growth rate and key assumptions
• Market segmentation (by product, geography, end market, customer type)

Industry Structure

• Fragmented vs. consolidated — top 5 market share
• Value chain map — where does value accrue?
• Business model types (subscription, transaction, licensing, services)
• Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

• Secular tailwinds (3-5 major trends)
• Headwinds and risks
• Technology disruption vectors
• Regulatory developments
• M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

Company	Revenue	Growth	EBITDA Margin	Market Share	Key Differentiator

For each company, brief profile:

• Business description (2-3 sentences)
• Strategic positioning and moat
• Recent developments (earnings, M&A, product launches)
• Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

Competitive Dynamics