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comps-valuation

Generate comparable-company valuation reports and Excel workbooks for public equities.

8|12|Updated Sep 19, 2025
Search Tags:#investment#portfolio#excel#valuation#comps#peer-analysis#public-equity
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill comps-valuation-xpert-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: comps-valuation
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/comps-valuation
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill comps-valuation-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Public equity analysts and portfolio managers struggle to build defensible comparable-company valuations that are transparent, audit-ready, and grounded in current market data. This Skill automates the end-to-end comps workflow from peer selection and multiple analysis to implied valuation read-throughs and workbook QA, enabling you to produce decision-grade valuation reports or Excel models without manual spreadsheet drudgery.

Core Features & Use Cases

  • Dual-Mode Delivery: Generate polished standalone HTML valuation reports for stakeholder review or build formula-driven Excel and Google Sheets workbooks with refreshable peer tables, enterprise value bridges, and sensitivity analysis.
  • Institutional-Grade Peer Analysis: Select Core, Secondary, and Excluded peers with documented rationale, test metric comparability, flag stale data and outliers, and build a defensible premium or discount bridge grounded in growth, margin, and business-model fit.
  • PM-Native Judgment Framework: State what the current price implies, identify the variant estimate path, assess whether upside is driven by fundamentals or multiple expansion, and define what breaks first in a downside scenario when portfolio context is provided.

Quick Start

Use the comps-valuation skill to produce a public equity comparable-company valuation report or Excel workbook for the target company, including peer selection, trading multiples, and an implied value-per-share range.

Frequently Asked Questions about comps-valuation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a comparable company valuation model in Excel for public equity?▼

To build a comparable company valuation in Excel, this Skill generates formula-driven workbooks with refreshable peer tables, enterprise value bridges, and sensitivity analysis. It automates the end-to-end comps workflow from peer selection to implied valuation read-throughs.

What is the best way to automate peer selection and trading multiple analysis for an investment portfolio?▼

Automating peer selection and trading multiple analysis requires an institutional-grade framework that selects Core and Secondary peers with documented rationale. This Skill tests metric comparability, flags stale data and outliers, and builds defensible premium or discount bridges.

Does this comps valuation process require sourced market data and consensus estimates?▼

Yes, the comps valuation process requires sourced market data, financials, and consensus estimates as inputs. The Skill uses these inputs to build defensible valuation ranges with full audit trails and QA checks for portfolio managers and equity analysts.

Can I generate a standalone valuation report instead of an Excel workbook?▼

Yes, you can generate a polished standalone HTML valuation report instead of an Excel workbook. This dual-mode delivery allows you to choose between formula-driven spreadsheets or HTML reports tailored for stakeholder review.

How does the peer analysis framework handle variant estimate paths and downside scenarios?▼

The peer analysis framework uses a PM-native judgment framework to state what the current price implies and identify the variant estimate path. When portfolio context is provided, it assesses whether upside is driven by fundamentals or multiple expansion and defines what breaks first in a downside scenario.

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