comps-analysis

Automate peer company data collection, ratio calculation, and statistical benchmarking in Excel.

2|1|Updated May 10, 2026
One-click install
npx skills add https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture --skill comps-analysis-zli5460
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: comps-analysis
Source: https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture/tree/main/optional-skills/finance/comps-analysis
Command: npx skills add https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture --skill comps-analysis-zli5460

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, pandas, numpy, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the need for detailed, accurate comparable company analyses essential for investment valuation and benchmarking tasks.

Core Features & Use Cases

  • Structured Financial Modeling: Creates a comprehensive Excel sheet with operating metrics, valuation multiples, and statistical summaries.
  • Data Source Hierarchy Management: Prioritizes verified MCP sources for accuracy, falling back to SEC filings and verified reports.
  • Use Case: A financial analyst prepares a comparisons report for potential acquisition targets, automating data input, formula calculations, and benchmarking analysis with clear documentation.

Quick Start

Use the comps-analysis skill to generate a comparable company analysis for the specified peer set, incorporating latest MCP data or SEC filings.

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 operating metrics and valuation multiples?

You can automate peer company evaluation by structuring operating metrics, valuation multiples, and statistical summaries within Excel. This Skill handles ratio calculation and statistical benchmarking for valuation and sector comparison tasks.

What is the best way to automate financial modeling and peer comparison for valuation tasks?

Automating financial modeling for peer comparison requires prioritizing verified MCP sources and SEC filings to maintain data integrity. This approach automates ratio calculations and benchmarking analysis for accurate valuation tasks.

Does this peer comparison approach work with pandas and numpy for statistical benchmarking?

This peer comparison approach utilizes pandas and numpy to execute statistical benchmarking and data manipulation tasks. These dependencies enable automated ratio calculations and structured financial modeling within Excel documents.

Can I use SEC filings data for acquisition target benchmarking in Excel?

You can use SEC filings data for acquisition target benchmarking within Excel. The Skill falls back to SEC filings when verified MCP sources are unavailable, ensuring source integrity for your financial analysis.

Why does comparable company analysis require strict data source hierarchy management?

Strict data source hierarchy management is required in comparable company analysis to ensure accuracy and formula reliability. Prioritizing verified MCP sources prevents data discrepancies during statistical benchmarking and valuation.

What are the limitations of using Excel for institutional-grade financial modeling and sector comparison?

Using Excel for institutional-grade financial modeling can present formula reliability limitations without strict data hierarchy management. This Skill mitigates these constraints by automating data collection and ensuring source integrity throughout the analysis.