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comps-analysis

Generate Excel workbooks with margins, ratios, and valuation multiples from peer data.

Updated May 11, 2026
Search Tags:#analytics#excel#valuation#financial-modeling#comps#multiples#peer-benchmarking
One-click install
npx skills add https://github.com/jason660519/Project-Manager --skill comps-analysis-jason660519
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/jason660519/Project-Manager/tree/main/hermes-agent/optional-skills/finance/comps-analysis
Command: npx skills add https://github.com/jason660519/Project-Manager --skill comps-analysis-jason660519

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill provides a disciplined, auditable framework to build comparable company analyses in Excel, aligning peer data, metrics, and valuations to support investment decisions.

Core Features & Use Cases

  • Cross-peer benchmarking with operating metrics, margins, and multiples
  • Automated workbook generation with standard templates for auditability
  • Use cases include M&A screening, portfolio reviews, and performance benchmarking across sectors

Quick Start

Input your peer data and financials, then generate a formatted comps workbook with margins, multiples, and quartile statistics.

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 in Excel with margins and valuation multiples?▼

To build a comparable company analysis in Excel, input your peer financials into the template to generate margins, ratios, and valuation multiples. It enforces an inputs-first workflow with formulas for derived metrics and quartile statistics.

What is the best way to benchmark operating metrics and multiples across peer companies?▼

The best way to benchmark operating metrics and multiples across peers is using a structured comps framework that aligns cross-sectional data and calculates margins with quartile statistics for auditable due-diligence reviews.

Can I use MCP data sources to pull peer financials directly into a comps workbook?▼

Yes, you can optionally use MCP data sources to pull peer financials into your comps workbook. The skill supports MCP integration alongside cross-checks and an audit trail to ensure data integrity.

Does this comps analysis template work for both software and manufacturing sectors?▼

Yes, this comps analysis template works for evaluating both software/tech and manufacturing peers. It supports cross-sectional benchmarking and scenario analysis across these sectors for finance analysts.

How do you ensure auditability when performing peer benchmarking for M&A screening?▼

To ensure auditability during peer benchmarking, the workbook uses formulas for all derived metrics and includes a notes section for data sources and methodology. It optionally generates an audit trail for cross-checks.

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