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fsi-comps-analysis

Build structured Excel comparable company analyses with operating metrics and valuation multiples.

Updated Jan 25, 2026
Search Tags:#excel#valuation#financial-modeling#comps-analysis#mcp-data#peer-benchmark
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill fsi-comps-analysis-xfs96192
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fsi-comps-analysis
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/financial-analysis/0.1.0/skills/comps-analysis
Command: npx skills add https://github.com/xfs96192/claude-config --skill fsi-comps-analysis-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Preparing institutional-grade comps analyses requires harmonizing data sources, selecting relevant metrics, and maintaining auditable formulas across multiple peers. This skill provides a structured Excel-based framework that standardizes data input, computation, and documentation to support investment decisions.

Core Features & Use Cases

  • Operating metrics & valuation: integrates revenue, margins, EBITDA, and valuation multiples into a single auditable workbook.
  • Statistical benchmarking: includes median, 75th percentile, and 25th percentile to contextualize peer groups.
  • Audit-ready output: transparent formulas, data provenance, notes, and a clear structure for reproducibility and compliance.
  • Reference material: example file provided in examples/comps_example.xlsx to illustrate structure and workflow.

Quick Start

Open the comps-analysis workbook, input your peer data (names and LTM metrics), and run the template to generate a structured comparable company analysis.

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?▼

A comps analysis standardizes peer data inputs and uses transparent formulas to compute operating metrics, valuation multiples, and statistical benchmarks like medians and percentiles for reproducible, audit-ready financial modeling.

What is the best way to structure peer benchmarking for M&A valuation in a spreadsheet?▼

The best way to structure peer benchmarking is to integrate operating metrics and valuation multiples into a single auditable workbook, documenting data provenance and methodologies to contextualize peer groups accurately.

How do I ensure my financial modeling formulas are audit-ready and reproducible?▼

Ensure financial modeling formulas are audit-ready by maintaining transparent calculations, documenting data provenance, and enforcing data source priority within a structured Excel workbook for compliance and reproducibility.

Can I use MCP data sources for peer benchmarking in Excel?▼

Yes, this comps analysis approach enforces MCP data source priority when available, guiding data sourcing and metric selection to ensure your peer benchmarking relies on structured, auditable data inputs.

Does this comparable company analysis template support equity research portfolio monitoring?▼

Yes, the comparable company analysis template supports equity research and portfolio monitoring by combining revenue, margins, EBITDA, and valuation multiples into a structured benchmarking output for investment professionals.

What operating metrics should I include for an institutional-grade comps analysis?▼

An institutional-grade comps analysis should include operating metrics like revenue and margins alongside EBITDA and valuation multiples, using statistical benchmarking such as 25th and 75th percentiles to contextualize the peer group.

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