comps-analysis

Build comparable-company valuation workbooks in Excel using openpyxl.

Updated Sep 10, 2026
One-click install
npx skills add https://github.com/loteiron/ZeusAgent --skill comps-analysis-loteiron
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/loteiron/ZeusAgent/tree/main/optional-skills/finance/comps-analysis
Command: npx skills add https://github.com/loteiron/ZeusAgent --skill comps-analysis-loteiron

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes assets (resource) components.

What problem does it solve? Manually assembling comparable company analyses in Excel is slow and error-prone, with hardcoded values, inconsistent periods, and missing source citations undermining auditability. This Skill produces institutional-grade comps workbooks with live formulas, statistical benchmarking, and documented data sources. ## Core Features & Use Cases - Formula-Driven Workbooks: Generates .xlsx files via headless openpyxl where every margin, multiple, and statistic is an Excel formula referencing input cells, never a pasted hardcode. - Statistical Benchmarking: Automatically adds Max, 75th percentile, Median, 25th percentile, and Min rows for comparable metrics like EV/EBITDA, margins, and growth rates. - Source Discipline: Enforces an MCP-first data hierarchy (S&P Kensho, FactSet, Daloopa) with SEC EDGAR and web fallback, plus cell comments and hyperlinks citing every input. - Use Case: An analyst comparing Microsoft, Alphabet, and Amazon asks for a Q4 2024 comps sheet; the Skill builds operating metrics and valuation multiples sections with quartile statistics, sourced inputs, and a methodology notes block. ## Quick Start Build a comparable company analysis workbook for Microsoft, Alphabet, and Amazon using LTM figures from SEC filings and include valuation multiples with 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 Python?▼

Use openpyxl to write formula strings like =E7/C7 into cells rather than computed values, so margins and multiples update when inputs change. Structure the workbook with an operating metrics section, a valuation multiples section, and quartile statistics rows.

What data sources should I use for comps analysis?▼

Prioritize structured financial-data MCPs such as S&P Kensho, FactSet, or Daloopa when available. Otherwise fall back to SEC EDGAR filings, company IR pages, or user-provided data, and flag any number that cannot be sourced as [UNSOURCED].

Which valuation multiples belong in a comps workbook?▼

Core multiples are EV/Revenue, EV/EBITDA, and P/E, alongside Market Cap and Enterprise Value. Add industry-specific metrics like Rule of 40 for SaaS or ROE for financial services, keeping the total near 5-10 metrics.

Why should comps use formulas instead of hardcoded values?▼

Hardcoded margins or multiples become silently stale when an input changes. Writing Excel formulas that reference input cells keeps the model live, and every hardcoded raw input gets a cell comment citing its source or explaining the assumption.

Does this skill work with live Excel or Office JS?▼

No, this version targets headless openpyxl producing .xlsx files on disk; the Office-JS live-Excel paths were removed. Recalculate the workbook before delivery using the excel-author skill's recalc.py script.