skills.rest
ruiyangruiyi
ruiyangruiyiCOMMUNITY
Explore all skills by this author →
GitHub

comps-analysis

Build a comparable company analysis spreadsheet with formula-driven Excel cells.

Updated May 26, 2026
Search Tags:#openpyxl#peer benchmarking#valuation multiples#investment banking#comparable company analysis#excel modeling#financial data sourcing
One-click install
npx skills add https://github.com/ruiyangruiyi/hermes-agent --skill comps-analysis-ruiyangruiyi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/ruiyangruiyi/hermes-agent/tree/main/optional-skills/finance/comps-analysis
Command: npx skills add https://github.com/ruiyangruiyi/hermes-agent --skill comps-analysis-ruiyangruiyi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Comparable company analysis turns raw peer financials into valuation-ready operating metrics, multiples, and peer distribution statistics for investment decisions.

Core Features & Use Cases

  • Excel comps model builder (headless): Produces a structured .xlsx comparable company analysis using Excel formulas and a transparent sheet layout.
  • Operating metrics + valuation multiples: Computes margins, growth rates, and valuation ratios, with quartile/median benchmarking across the peer set.
  • Data-source governance for reliability: Prioritizes configured MCP financial-data sources (S&P Kensho, FactSet, Daloopa) and discourages web search when MCP is available.
  • Auditability requirements: Enforces formula-over-hardcodes, adds source comments for raw inputs, and requires step-by-step verification before completing the full model.
  • Integration with other Hermes Excel skills: Designed to follow the conventions of the excel-author skill and uses its recalc workflow.

Quick Start

Run the comps-analysis skill to create a comparable company analysis spreadsheet for a selected peer group and valuation question.

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 model in Excel?▼

Building a comparable company analysis spreadsheet involves combining operating metrics, valuation multiples, and peer-set benchmarking. It computes margins and growth rates with quartile and median benchmarking for public-company valuation and IPO pricing.

What is the best way to calculate valuation multiples for peer benchmarking?▼

Calculating valuation multiples for peer benchmarking requires pulling raw financial data into Excel and computing margins, growth rates, and ratios. Using formula-driven cells with source-cited hard inputs ensures transparent quartile and median benchmarking.

Can I generate an Excel comps model without opening the spreadsheet application?▼

You can generate a comparable company analysis spreadsheet using headless Excel generation. This produces a structured .xlsx file containing formula-driven operating metrics and valuation multiples without needing to open the Excel application.

Does the comps analysis skill support financial data sourcing from MCP providers?▼

The comparable company analysis workflow prioritizes configured MCP financial-data sources such as S&P Kensho, FactSet, and Daloopa. It discourages web search when MCP is available to maintain data reliability and governance for valuation multiples.

How do I ensure auditability when creating investment banking Excel models?▼

Ensuring auditability in investment banking Excel models requires enforcing formula-over-hardcodes and adding source comments for raw inputs. Step-by-step verification must be completed before finalizing the comparable company analysis spreadsheet.

What are the limitations of using openpyxl for financial modeling?▼

Using openpyxl for financial modeling requires following headless Excel generation conventions and specific recalc workflows. Limitations include reliance on configured MCP financial-data sources to prevent unverified web search data from entering the valuation multiples.

Related Skills

Explore More Finance & Accounting Skills→
LynxLabVNLynxLabVN

comps-analysis

Automate comparable company analyses in Excel with operating metrics and valuation multiples.

Official
Advanced
ZardLi1115ZardLi1115
4

comps-analysis

Build a comparable company analysis Excel workbook with formula-driven valuation multiples.

Community
Advanced
PlaidmustachePlaidmustache

merger-model

Automate accretion/dilution modeling and pro forma financial analysis in Excel.

Community
Advanced
mouseqiao85mouseqiao85
1

comps-analysis

Automate comparable company analyses with financial metrics and valuation multiples in Excel format.

Community
Advanced