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Financial Analysis Comps

  • 79 installs
  • 5 repo stars
  • Updated July 24, 2026
  • pionex-official/pionex-skills

Helps with ai & agent building tasks.

About

financial-analysis-comps is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.

  • financial-analysis-comps
  • AI & Agent Building
  • AI-coding skill

Financial Analysis Comps by the numbers

  • 79 all-time installs (skills.sh)
  • +4 installs in the week ending Aug 4, 2026 (Skillselion tracking)
  • Ranked #5,262 of 16,546 AI & Agent Building skills by installs in the Skillselion catalog
  • Data as of Aug 4, 2026 (Skillselion catalog sync)
npx skills add https://github.com/pionex-official/pionex-skills --skill financial-analysis-comps

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Listed on Skillselion
Installs79
repo stars5
Last updatedJuly 24, 2026
Repositorypionex-official/pionex-skills

What it does

Helps with ai & agent building tasks.

Files

SKILL.mdMarkdownGitHub ↗

Comparable Company Analysis

Institutional-grade peer benchmarking for US stocks. Compares financial metrics (margins, growth, ROE), valuation multiples (P/E, P/S, EV/EBITDA, EV/Revenue), and provides statistical context (median, percentiles, percentile ranks). Data from SEC EDGAR (financials) and Yahoo Finance (market data).

Setup

No dependencies required. All scripts use Python standard library only.

Workflow

Step 1 — Run the comps script

bash run.sh <SYMBOL1> <SYMBOL2> <SYMBOL3> ...

Max 10 symbols. Returns JSON with:

  • Financial metrics: revenue, margins (gross/operating/net), ROE, YoY growth
  • Valuation multiples: P/E, P/S, EV/EBITDA, EV/Revenue
  • Peer statistics: min, p25, median, p75, max for each metric
  • Percentile ranks: each company's rank within the peer group (0=lowest, 100=highest)

For single-company deep dive, use fundamentals instead:

bash run.sh <SYMBOL>  # single company returns full metrics

Step 2 — Section 1: Comparison Table

CompanyRevenueGross MarginOp MarginNet MarginROERev GrowthP/EEV/EBITDA
AAPL$416B46.9%32.0%26.9%157%+6.4%33.0x25.1x
MSFT$282B68.8%45.6%36.1%35%+14.9%27.2x21.5x

Include all available multiples. If EV/EBITDA is shown, note that EBITDA is approximated as operating income (D&A not available from SEC EDGAR).

Yahoo Finance unavailable: If P/E, P/S, EV/EBITDA, and EV/Revenue are null for all companies (Yahoo Finance endpoint failed), omit those columns from the table and add a note: "Valuation multiples unavailable — Yahoo Finance data could not be retrieved. Comparison is based on SEC EDGAR fundamentals only (margins, growth, ROE)." Rank by margins and growth instead.

Step 3 — Section 2: Statistical Summary

Use the peer_statistics from script output. Present as summary rows below the table:

StatGross MarginOp MarginNet MarginROERev GrowthP/EEV/EBITDA
Max68.8%45.6%36.1%157%+14.9%33.0x25.1x
Median57.9%38.8%31.5%96%+10.7%30.1x23.3x
Min46.9%32.0%26.9%35%+6.4%27.2x21.5x

If 5+ companies, include p25 and p75 rows — with fewer than 5 data points, percentiles are not statistically meaningful and can mislead (e.g. p25 of 3 values is just near the min). Only include columns in the statistics table that have data for at least 2 companies — omit any column that is entirely null.

Step 4 — Section 3: Investment Interpretation

Use the percentile_ranks from script output. For each company, highlight where it stands relative to peers:

AAPL: Margins below median (p27), cheapest valuation (P/E p0), slowest growth (p0)
MSFT: Highest margins (p100), fastest growth (p100), richer valuation (P/E p100)

Focus on outliers — metrics where a company is notably above p75 or below p25 vs peers.

Then synthesize findings:

  • Premium vs. discount: which companies trade at a premium/discount to peer median on multiples, and is it justified by growth or margins?
  • Best positioned: which offers the best combination of growth + margins at reasonable valuation?
  • Watch out: any company where valuation is high but fundamentals are deteriorating?

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Formatting Rules

  • Revenue/Net Income: B or M, e.g. "$416.2B"
  • EPS: plain decimal, e.g. "$7.46"
  • Margins, growth, ROE: one decimal percent, e.g. "26.9%"
  • Multiples: one decimal, e.g. "28.4x"
  • Percentile: integer, e.g. "p75"

Limitations

  • US stocks only: SEC EDGAR covers US-listed equities
  • Annual data: uses 10-K filings; quarterly shifts may not be reflected
  • EV/EBITDA approximation: uses operating income as EBITDA proxy (D&A not in EDGAR XBRL)
  • No analyst estimates: reported actuals only, not consensus forecasts

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