look-07-roe-capital-return

Community

Uncover ROE drivers with DuPont analysis.

Authorshadowinlife
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Analyzes a company's ROE via DuPont decomposition to diagnose whether high returns come from profitability, leverage, or turnover, enabling targeted improvement.

Core Features & Use Cases

  • Performs DuPont-based ROE decomposition using annual financials (revenue, net income, assets, equity) for a user-specified lookback period.
  • Classifies ROE drivers (leverage-, profitability-, turnover-driven) and reports ROE trend, with a capability to benchmark against SW L3 peers.
  • Outputs results in Markdown or JSON with a structured summary, detailed DuPont rows, and cross-check indicators for auditing.

Quick Start

Run the look-07 ROE script with a stock code and a date to generate a ROE DuPont report for the specified period.

Dependency Matrix

Required Modules

duckdb

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: look-07-roe-capital-return
Download link: https://github.com/shadowinlife/nano_quant_skills/archive/main.zip#look-07-roe-capital-return

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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