comps-analysis

Build comparable company analysis workbooks with Excel formulas and TWSE data.

Updated May 27, 2026
One-click install
npx skills add https://github.com/cwstedctw/financial-services-tw --skill comps-analysis-cwstedctw
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/comps-analysis
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill comps-analysis-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill solves the problem of building a rigorous comparable company (comps) analysis by combining operating metrics, valuation multiples, and peer-distribution statistics in a consistent template.

Core Features & Use Cases

  • Comparable Company Analysis (Comps) 建表:整合同業公司的營運指標、評價倍數與統計分位基準(最大值/75%分位/中位數/25%分位/最小值)。
  • 透明公式與可驗證結構:強制用 Excel 公式生成衍生指標(毛利率、EBITDA Margin、EV/Revenue、EV/EBITDA、P/E、以及各統計),避免硬編數字並支援逐步驗算。
  • 台灣在地化資料與單位規範:以 TWSE MCP(twstock)/FinMind MCP 為優先資料來源,產出繁體中文並符合台股教學口徑(台股代號、新台幣萬/億/兆、民國年、T-IFRS),找不到的數字以 [需查證] 標示並提示非投資建議。

Quick Start

Ask comps-analysis to create a comparable company analysis spreadsheet for a chosen peer group, using TWSE MCP (twstock) data for each company’s latest available financial and valuation inputs, then fill in operating metrics, valuation multiples, and max/percentile/median/min statistics with transparent Excel formulas and a documented data-sources notes section.

Frequently Asked Questions about comps-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a comparable company analysis spreadsheet for Taiwan stock market peers?

To build a comparable company analysis spreadsheet for Taiwan stock market peers, combine operating metrics, valuation multiples, and quartile statistics using TWSE MCP and FinMind MCP to generate an Excel workbook with transparent formulas.

Can I generate Excel formulas instead of hardcoded numbers for valuation multiples?

Yes, you can generate Excel formulas instead of hardcoded numbers for valuation multiples. The skill automatically creates derived metrics like EV/Revenue and P/E as live Excel formulas, enabling step-by-step validation and avoiding static hardcoded results.

What is the best way to calculate quartile statistics for financial benchmarking?

The best way to calculate quartile statistics for financial benchmarking is to aggregate peer operating data and apply quartile-based statistical functions, producing max, 75th percentile, median, 25th percentile, and min values directly within your Excel workbook.

Does this comparable company analysis tool support TWSE MCP and FinMind MCP data sources?

Yes, this comparable company analysis tool prioritizes TWSE MCP (twstock) and FinMind MCP as its primary data sources. It fetches latest available financial and valuation inputs while conforming to Taiwan stock market units like NTD millions and T-IFRS standards.

How do I handle missing financial data when creating a valuation memo for sector comps?

When handling missing financial data while creating a valuation memo for sector comps, the skill explicitly flags unavailable numbers with a [需查證] tag and includes a data-sources notes section documenting provenance, ensuring transparency.

Are there limitations when using Excel modeling for peer comparison statistics on Taiwan stocks?

Limitations when using Excel modeling for peer comparison statistics on Taiwan stocks include potential data gaps from TWSE MCP or FinMind MCP, which are marked [需查證], and the output is strictly for educational purposes rather than investment advice.