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comps-analysis

Build a comparable company analysis Excel workbook with formulas and source-citing comments.

Updated Apr 9, 2026
Search Tags:#openpyxl#valuation multiples#investment banking#comparable companies#financial benchmarking#excel modeling#quartile statistics
One-click install
npx skills add https://github.com/MarbleSodas/Mavis --skill comps-analysis-marblesodas
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/MarbleSodas/Mavis/tree/main/optional-skills/finance/comps-analysis
Command: npx skills add https://github.com/MarbleSodas/Mavis --skill comps-analysis-marblesodas

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Quickly building comparable company analysis in Excel is time-consuming and error-prone, especially when you need consistent operating metrics, valuation multiples, and peer benchmarking with traceable formulas.

Core Features & Use Cases

  • Institutional-grade Excel comps template: Creates a structured spreadsheet with operating metrics, valuation multiples, and statistical benchmarking (quartiles like median/25th/75th) so you can compare companies consistently.
  • Data-source safe workflow: Supports an MCP-first hierarchy for financial/trading information, and encourages reliable fallbacks to institutional sources when MCP data is unavailable.
  • Formula-first model building: Enforces that ratios and derived values are Excel formulas (not pasted computations), with guidance for cell comments and hyperlinks to document sources and assumptions.

Use it for: public-company valuation comparisons, IPO pricing support, sector benchmarking, and outlier detection by peer distribution.

Quick Start

Ask the agent to build a comps-analysis Excel model for your chosen peer set and specify the period and units (for example, “As of Q4 2024 in USD millions, create a comparable company analysis for these tickers: A, B, C, using MCP data when available, and populate operating metrics, valuation multiples, and quartile statistics with fully formula-based cells and documented sources in cell comments.”)

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 formula-based valuation multiples?▼

To build a comparable company analysis in Excel, this Skill generates a structured spreadsheet combining operating metrics, valuation multiples, and quartile statistics. It enforces formula-first model building, ensuring ratios are live Excel formulas with source-citing cell comments rather than hardcoded derived values.

What is the best way to benchmark peer companies using quartile statistics in Excel?▼

Benchmarking peer companies with quartile statistics involves calculating median, 25th, and 75th percentile metrics across a peer set. This Skill produces an Excel workbook using openpyxl that applies these statistical benchmarks consistently to detect outlier performance and support investment decisions.

Can I use openpyxl to generate an institutional-grade Excel comps template with live formulas?▼

Yes, you can use openpyxl to generate an Excel comps template. This Skill creates a headless workbook enforcing that derived values and ratios are Excel formulas, not pasted computations, while using cell comments and hyperlinks to document financial data sources and assumptions.

Does comparable company analysis require specific data sources for investment banking valuation?▼

Comparable company analysis relies on reliable financial data sources. This Skill supports an MCP-first data source hierarchy for trading information, encouraging fallbacks to institutional sources when MCP data is unavailable, ensuring your investment banking valuation remains traceable and accurate.

How do I create a comps spreadsheet for IPO pricing support and sector benchmarking?▼

Creating a comps spreadsheet for IPO pricing support requires structuring operating metrics and valuation multiples across a peer group. Specify your tickers, period, and units, and this Skill will populate the Excel model with formula-based cells and documented sources for sector benchmarking.

Why should I use Excel formulas with cell comments instead of hardcoded values in financial modeling?▼

Using Excel formulas with cell comments instead of hardcoded values ensures traceability and reduces errors in financial modeling. This Skill enforces a formula-first approach where ratios are live calculations and source citations are embedded directly in cell comments and hyperlinks.

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