// Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.
| name | comps-analysis |
| description | Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. |
Before starting, verify required libraries and tools are installed and install any that are missing.
python3 -c "import openpyxl" 2>/dev/null || python3 -m pip install openpyxl
command -v soffice >/dev/null 2>&1 || command -v libreoffice >/dev/null 2>&1 || ls /Applications/LibreOffice.app/Contents/MacOS/soffice >/dev/null 2>&1 || echo "WARNING: LibreOffice not found. Install: brew install --cask libreoffice (macOS) or apt install libreoffice (Linux). Required for scripts/recalc.py."
Important: Do not skip this step — scripts/recalc.py is required to verify quartile statistics and multiple-range sanity checks.
scripts/recalc.py — Force formula recalculation via headless LibreOffice. Run after building: python scripts/recalc.py <comps.xlsx>Institutional-grade comps combining operating metrics, valuation multiples, statistical benchmarking.
comps_example.xlsx (bundled in this skill directory) for structural hierarchy understandingSaaS, Financial Services, E-commerce, Healthcare, Manufacturing
Data quality, valuation, comparability issues
Statistical + Financial + Cross-Sheet + Formatting formulas
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model, including financial-model integrity checks like BS balance, cash tie-out, and logic sanity. Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", and "model review".
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", and "this data is messy".
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.