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fsi-comps-analysis

Build comparable company analyses with valuation multiples and quartile statistics in Excel.

1|Updated Feb 28, 2026
Search Tags:#benchmarking#Excel#valuation#data-sources#financial-model#comps-analysis#comparable-company
One-click install
npx skills add https://github.com/Walter102202/Finance --skill fsi-comps-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fsi-comps-analysis
Source: https://github.com/Walter102202/Finance/tree/main/.claude/skills/financial-analysis/comps-analysis
Command: npx skills add https://github.com/Walter102202/Finance --skill fsi-comps-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Build institutional-grade comparable company analyses that combine operating metrics, valuation multiples, and statistical benchmarking. The output is a structured Excel/spreadsheet that enables informed investment decisions through peer comparison.

Core Features & Use Cases

  • Construct standardized comparable company analyses with operating metrics, margins, growth, and multiples.
  • Generate Excel templates that include EV/Revenue, EV/EBITDA, P/E, and quartile statistics for benchmarking.
  • Use MCP data sources when available (S&P Kensho MCP, FactSet MCP, Daloopa MCP) to ensure data integrity and traceability.

Quick Start

Load the provided template, input your peer data, and generate the full comps analysis in Excel.

Frequently Asked Questions about fsi-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 statistical benchmarking?▼

Build a comparable company analysis in Excel by structuring operating metrics, valuation multiples like EV/Revenue and EV/EBITDA, and quartile statistics to benchmark public peers. This enforces data provenance and percentile context for auditable M&A valuations.

What is comparable company analysis and when do I need percentile statistics?▼

Comparable company analysis evaluates public peer valuation multiples and operating metrics to inform investment decisions. You need percentile statistics like medians and quartiles when benchmarking target companies against industry peers to ensure statistically sound M&A evaluations.

Can I use MCP data sources like FactSet or Daloopa for comps analysis data provenance?▼

Yes, the comps analysis supports MCP data sources including S&P Kensho, FactSet, and Daloopa when available. Integrating these sources ensures data integrity, traceability, and explicit methodologies for institutional-grade valuation benchmarking.

What's the best way to standardize peer benchmarking for public companies across different industries?▼

Standardize peer benchmarking by generating structured Excel templates that capture operating margins, growth metrics, and valuation multiples with max, median, and quartile statistics. This provides explicit methodologies for performance comparisons across industries.

Do I need manual data inputs to generate an institutional-grade valuation model?▼

You can input peer data manually into the provided Excel template or use available MCP data sources for automated retrieval. Both methods produce a full comps analysis with auditable data provenance and statistical benchmarking.

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