What problem does it solve?
Comparable company analysis is hard to build correctly because it requires consistent data sourcing, disciplined Excel modeling, and repeatable statistical benchmarking across a peer set.
Core Features & Use Cases
- Institutional-grade Excel comps model: Produces a structured .xlsx with operating metrics, valuation multiples, and peer-distribution statistics.
- Formula-first modeling: Ensures derived values are computed via Excel formulas that reference input cells (reducing silent calculation errors).
- Data-source guardrails: Enforces an MCP-first hierarchy (S&P Kensho / FactSet / Daloopa) and avoids uncontrolled web-search as the primary source.
- Workflow with verification steps: Guides the agent to confirm structure, inputs, margins, multiples, and sanity checks before completing the sheet.
- Auditability requirements: Requires cell comments for all hardcoded inputs to preserve traceability and assumptions.
Quick Start
Use the comps-analysis skill to generate a headless openpyxl Excel model for comparable company valuation using MCP financial data sources when available.