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name: comparable-analysis description: Comparable company analysis (trading comps)
Trading comps derive implied valuation from how the public market values similar companies today. Unlike DCF (intrinsic value) or precedent transactions (transaction value with control premium), comps reflect current market sentiment and minority-stake value.
Primary screening criteria:
Best practice: Start with 15-25 candidates, narrow to 8-12 core peers. Include a "broader universe" for context.
Common pitfalls:
| Sector | Primary Multiples | Secondary Multiples |
|---|---|---|
| Technology / SaaS | EV/Revenue, EV/ARR | EV/EBITDA, P/E, Rule of 40 |
| Industrials | EV/EBITDA | P/E, EV/EBIT |
| Financial Services | P/E, P/Book | ROE-adjusted P/B |
| Real Estate / REITs | P/FFO, P/AFFO | EV/EBITDA, NAV |
| Healthcare / Pharma | EV/EBITDA | EV/Revenue (pre-revenue biotech) |
| Retail / Consumer | EV/EBITDA | EV/Revenue, P/E |
| Energy / Mining | EV/EBITDA | EV/DACF, EV/2P reserves |
| Banks | P/E, P/TBV | Net interest margin, ROE |
| Insurance | P/E, P/Book | Combined ratio |
| Telecom | EV/EBITDA | EV/Subscriber, EV/Revenue |
When peers have different fiscal year-ends, calendarize to a common period:
Calendarized Metric = (Stub Months / 12) × Next FY Estimate
+ (Remaining Months / 12) × Current FY Estimate
Example: Target has Dec year-end. Peer has Mar year-end.
Always calendarize to the target's fiscal year-end or calendar year.
One-time / non-recurring items:
Stock-based compensation:
Operating lease adjustments (pre-IFRS 16):
Pension adjustments:
Net debt calculation:
Net Debt = Short-term Debt + Long-term Debt + Capital Leases
+ Preferred Stock + Minority Interest
- Cash & Cash Equivalents
- Short-term Investments (if liquid)
Implied Enterprise Value = Target Metric × Selected Multiple
Example:
Target NTM EBITDA: $150m
Peer Median EV/EBITDA: 12.0x
Peer 25th-75th: 10.5x - 13.5x
Implied EV Range: $1,575m - $2,025m (median: $1,800m)
Then apply equity bridge (subtract net debt, minority interest, etc.) to arrive at equity value.
Apply a premium or discount to peer multiples when target differs materially:
=== COMPARABLE COMPANY ANALYSIS ===
Valuation Date: [Date]
Target Company: [Name]
--- Peer Group ---
Company | EV ($m) | Rev ($m) | EBITDA ($m) | NTM Rev Gr | EBITDA Margin
Peer A | ____ | ____ | ____ | ___% | ___%
Peer B | ____ | ____ | ____ | ___% | ___%
Peer C | ____ | ____ | ____ | ___% | ___%
... | | | | |
--- Trading Multiples ---
Company | EV/Rev LTM | EV/Rev NTM | EV/EBITDA LTM | EV/EBITDA NTM | P/E NTM
Peer A | ___x | ___x | ___x | ___x | ___x
Peer B | ___x | ___x | ___x | ___x | ___x
Peer C | ___x | ___x | ___x | ___x | ___x
Mean | ___x | ___x | ___x | ___x | ___x
Median | ___x | ___x | ___x | ___x | ___x
25th Percentile | ___x | ___x | ___x | ___x | ___x
75th Percentile | ___x | ___x | ___x | ___x | ___x
--- Implied Valuation ---
Metric Applied | Target Value | Low Multiple | High Multiple | Low EV | High EV
EV/EBITDA NTM | $____m | ___x | ___x | $____m | $____m
EV/Revenue NTM | $____m | ___x | ___x | $____m | $____m
Implied EV Range: $____m - $____m
Less: Net Debt ($____m)
Implied Equity: $____m - $____m
Per Share: $____ - $____
=== PEER GROUP RATIONALE ===
Included:
- [Peer A]: [Rationale — similar business model, size, geography]
- [Peer B]: [Rationale]
Excluded:
- [Company X]: [Reason — conglomerate, different growth profile, etc.]
- [Company Y]: [Reason]
Before finalizing a comparable analysis, verify: