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hkw2028
hkw2028COMMUNITY
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model-update

Updates financial models with earnings actuals, revised estimates, and recalculated valuations.

Updated Sep 17, 2026
Search Tags:#guidance#valuation#financial model#equity research#earnings update#estimate revision#price target
One-click install
npx skills add https://github.com/hkw2028/toy-project --skill model-update-hkw2028
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: model-update
Source: https://github.com/hkw2028/toy-project/tree/main/.agents/skills/model-update
Command: npx skills add https://github.com/hkw2028/toy-project --skill model-update-hkw2028

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? After earnings releases, guidance changes, or macro shifts, analysts must manually reconcile reported actuals against estimates, revise forward projections, and recompute valuations — a repetitive, error-prone process. This Skill structures that entire update workflow so nothing is missed. ## Core Features & Use Cases - Earnings Plug-In: Reconciles reported actuals (revenue, margins, EBITDA, EPS, segment detail) against prior estimates with delta tracking. - Forward Estimate Revision: Adjusts revenue growth, margin, and other assumptions with documented rationale, and tracks revision history. - Valuation Recalculation: Recomputes DCF, P/E, and EV/EBITDA-based price targets and summarizes rating impact. - Use Case: After a company reports Q3 earnings and raises guidance, use this Skill to plug the actuals into your model, revise FY estimates, and produce an updated price target with an estimate-change summary. ## Quick Start Update my model for the company with the latest quarterly earnings and revise my forward estimates and price target.

Frequently Asked Questions about model-update

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

FAQPage Schema
How do I update a financial model after an earnings release?▼

Plug reported actuals for revenue, margins, EBITDA, and EPS into the model, compare them against prior estimates, then revise forward assumptions based on the new data. Finally recalculate valuation and summarize the estimate changes and rating impact.

How to revise forward estimates after new company guidance?▼

Adjust key assumptions such as revenue growth and margins with documented reasons for each change, then update current and next fiscal year estimates. Note any new items like restructuring charges or one-time gains before recomputing the price target.

What valuation methods are recalculated when updating a model?▼

The workflow recalculates DCF fair value, P/E based on NTM EPS times a target multiple, and EV/EBITDA based on NTM EBITDA times a target multiple. These feed into an updated price target compared against the prior one.

Should model estimates be GAAP or adjusted after earnings?▼

The workflow requires noting whether estimates are GAAP or adjusted and flagging non-recurring items. Always reconcile estimates to the company's reported figures before projecting forward, and separate signal from noise in noisy quarters.

Why does share count matter when updating EPS estimates?▼

Dilution from stock compensation, convertibles, or buybacks can materially change EPS even when operating estimates are unchanged. The update workflow includes checking share count alongside cash, debt, and buyback activity on the balance sheet.

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