defeatbeta-analyst

Orchestrate defeatbeta data endpoints to analyze company financials and valuation.

722|58|Updated Apr 9, 2025
One-click install
npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-analyst
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: defeatbeta-analyst
Source: https://github.com/defeat-beta/defeatbeta-api/tree/main/skills/defeatbeta-analyst
Command: npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-analyst

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

The defeatbeta-analyst skill streamlines comprehensive financial research by orchestrating data from defeatbeta's 60+ endpoints to deliver timely, reliable company insights.

Core Features & Use Cases

  • Market & Macro Data: S&P 500 returns, treasury yields, stock price trends, and market context.
  • Company Intelligence & Financials: Profiles, executives, SEC filings, earnings transcripts, income statements, balance sheets, and cash flow data.
  • Valuation & Ratios: P/E, P/S, P/B, PEG, WACC, and DuPont metrics for cross-company comparisons.
  • Growth & Benchmarking: YoY revenue/earnings growth, industry benchmarks, and revenue by segment/geography.
  • Practical Modeling: DCF valuation, sensitivity analysis, and scenario planning for investment prompts.

Quick Start

Start by calling get_latest_data_update_date to establish the reference date, then fetch the company profile, recent price, and latest four quarters of income statement, balance sheet, and cash flow to begin a full fundamental analysis.

Frequently Asked Questions about defeatbeta-analyst

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

FAQPage Schema
How do I perform a comprehensive DCF valuation for a public company?

To perform a DCF valuation, call get_latest_data_update_date to set the reference date, then fetch quarterly income statements, balance sheets, cash flows, and WACC to calculate intrinsic value and run sensitivity analysis.

What financial metrics are needed for DuPont analysis?

DuPont analysis requires fetching the stock profile, quarterly income statements, and balance sheets to decompose return on equity into profit margin, asset turnover, and leverage components for cross-company comparisons.

How do I benchmark a company's growth against its industry?

Industry benchmarking uses YoY revenue and earnings growth endpoints alongside revenue by segment and geography data to compare a public company's performance against its industry peers.

Can I access SEC filings and earnings transcripts for fundamental analysis?

Yes, fundamental analysis incorporates SEC filings and earnings transcripts fetched via company intelligence endpoints to assess earnings quality and inform equity research decisions.

Does this tool calculate WACC for investment decision-making?

Yes, the get_stock_wacc endpoint calculates the weighted average cost of capital, which feeds directly into DCF valuation models and investment decision-making workflows.

What's the best way to start a full fundamental analysis of a stock?

Start fundamental analysis by establishing the reference date, retrieving the stock profile and recent price, then pulling the latest four quarters of income statement, balance sheet, and cash flow data.