fsi-comps-analysis

Community

Institutional-grade comps analyses in Excel.

AuthorWalter102202
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: fsi-comps-analysis
Download link: https://github.com/Walter102202/Finance/archive/main.zip#fsi-comps-analysis

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