comps-analysis

Create comparative company analyses with valuation and operational metrics in Excel.

Updated May 3, 2026
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill comps-analysis-sammyti
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/financial-analysis/skills/comps-analysis
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill comps-analysis-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps financial analysts and investment professionals build precise comparable company analyses with operating metrics, valuation multiples, and benchmarking in Excel or spreadsheets.

Core Features & Use Cases

  • Data Hierarchy Enforcement: Prioritizes MCP sources like S&P Kensho MCP, FactSet MCP, and Daloopa MCP for accuracy.
  • Structured Analysis: Guides users through setting up headers, metrics, and statistical summaries for peer comparison.
  • Use Case: Quickly generate an industry peer analysis to assess a company's relative valuation and operational performance, supporting investment decisions or M&A diligence.

Quick Start

Provide raw financial data in the specified format, and use the formula templates to generate ratios and statistical summaries automatically.

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 for peer valuation?

To build a comparable company analysis, this Skill structurally guides you through setting up headers, metrics, and statistical summaries for peer valuation directly in Excel.

What is statistical benchmarking for financial peer comparison?

Statistical benchmarking compares a company's valuation and operating metrics against a structured peer group using verified institutional data sources to assess relative performance.

Can I use FactSet or S&P Kensho MCP data for investment benchmarking?

Yes, the data hierarchy enforcement prioritizes MCP sources including FactSet, S&P Kensho, and Daloopa to ensure accuracy in investment benchmarking and M&A diligence.

How do I calculate valuation multiples and operating metrics for M&A diligence?

Provide raw financial data in the specified format, and the formula templates will automatically generate ratios, valuation multiples, and statistical summaries for M&A diligence.

Does this tool require specific data sources for financial metrics analysis?

It prioritizes verified institutional data sources via MCP connections but allows you to provide raw financial data directly in spreadsheets to calculate financial metrics.