From fundamental-analysis
This skill should be used when the user asks to compare companies, compare stocks, perform a peer comparison, compare against competitors, do an industry comparison, see how one company compares to another, do a side by side comparison, compare financials, compare valuations, or benchmark against peers.
npx claudepluginhub tradeinsight-info/investment-analysis-skills --plugin fundamental-analysisThis skill uses the workspace's default tool permissions.
Compare a target company against its closest public-market peers across a standardized set of financial, profitability, and valuation metrics. Identify the peer set dynamically, fetch comparable data for each company, and present a side-by-side table that highlights where the target outperforms or underperforms relative to its competitive group. Provide brief interpretive commentary so the user...
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Compare a target company against its closest public-market peers across a standardized set of financial, profitability, and valuation metrics. Identify the peer set dynamically, fetch comparable data for each company, and present a side-by-side table that highlights where the target outperforms or underperforms relative to its competitive group. Provide brief interpretive commentary so the user can quickly understand the target's relative positioning.
Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for full source details and fallback behavior.
Determine the target company. Resolve the ticker to a CIK by fetching https://www.sec.gov/files/company_tickers.json using the sec-fetch skill (see data-sources.md). Cache the CIK and official company name.
Identify peers. If the user explicitly provides a list of comparison companies, use those. Otherwise, identify three to five closest public competitors through the following process:
Confirm the peer set. List the selected peers with their tickers and brief business descriptions. If the user did not specify peers, present the proposed set and proceed unless the composition is clearly unsuitable.
Fetch comparison data for each company. For the target and each peer, collect the following metrics. Use the source priority matrix from the data-sources reference.
Primary approach — Stock Analysis ratios page:
https://stockanalysis.com/stocks/{ticker}/financials/ratios/
Fetch the ratios page for each company. Extract the most recent annual values for all available metrics.
Secondary approach — SEC EDGAR XBRL API:
https://data.sec.gov/api/xbrl/companyfacts/CIK{10-digit-CIK}.json
Extract raw financial figures and compute ratios manually when Stock Analysis data is unavailable or incomplete.
Tertiary approach — EDGAR frames endpoint for cross-company single-metric comparison:
https://data.sec.gov/api/xbrl/frames/us-gaap/{concept}/{unit}/CY{year}.json
Use when comparing a single metric across many companies simultaneously.
Fetch supplementary valuation data. For market-cap-dependent ratios (P/E, EV/EBITDA, P/FCF), fetch current price data from Stock Analysis:
https://stockanalysis.com/stocks/{ticker}/
Alternatively, use WebSearch to confirm current market capitalization and enterprise value figures.
Assemble the following metrics for the target and all peers. Present them in a single side-by-side table:
| Metric Category | Metric | Computation / Source |
|---|---|---|
| Scale | Revenue (TTM) | Most recent four quarters summed, or latest annual |
| Growth | Revenue Growth (YoY) | Current year revenue / prior year revenue minus one |
| Profitability | Gross Margin | Gross profit / revenue |
| Profitability | Operating Margin | Operating income / revenue |
| Profitability | Net Margin | Net income / revenue |
| Returns | Return on Equity (ROE) | Net income / average stockholders' equity |
| Returns | Return on Invested Capital (ROIC) | NOPAT / average invested capital |
| Valuation | Price-to-Earnings (P/E) | Market cap / net income, or share price / diluted EPS |
| Valuation | EV/EBITDA | Enterprise value / EBITDA |
| Valuation | Price-to-Free-Cash-Flow (P/FCF) | Market cap / free cash flow |
| Leverage | Debt-to-Equity (D/E) | Total debt / stockholders' equity |
| Cash Generation | Free Cash Flow Margin | Free cash flow / revenue |
| Shareholder Return | Dividend Yield | Annual dividend per share / share price |
If a metric is unavailable for a specific peer (e.g., the company does not pay dividends), enter "N/A" rather than omitting the column. Use trailing-twelve-month (TTM) figures when available; otherwise, use the most recent fiscal year.
After building the table, analyze the target's position:
Provide a brief narrative (three to five sentences at summary depth) covering:
Adapt the comparison table to include sector-relevant metrics when the peer set belongs to a specific industry:
Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for standard formatting rules.
Summary depth (default). Present the comparison table with the 13 core metrics, the target column visually highlighted (bold or marked with an asterisk), and a three-to-five sentence commentary. Omit sector-specific metrics unless the sector is obvious and the data is readily available.
Detailed depth. Expand the table to include sector-specific metrics, add a second table showing three-year trends for growth and margin metrics across all peers, include a relative valuation scatter discussion (P/E vs. growth, EV/EBITDA vs. margin), and extend commentary to a full paragraph per metric category.
Follow the output structure defined in ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md. Begin with the standard header using "Peer Comparison" as the analysis type. Present the main comparison table with the target company's column marked (e.g., bold ticker or asterisk) so it is immediately identifiable. Include source links for each peer's data after the table. Close with the standard disclaimer.
Format the comparison table as:
| Metric | TARGET* | Peer 1 | Peer 2 | Peer 3 | Peer 4 |
|---|---|---|---|---|---|
| Revenue ($B) | XX.X | XX.X | XX.X | XX.X | XX.X |
| Revenue Growth | XX.X% | XX.X% | XX.X% | XX.X% | XX.X% |
| ... | ... | ... | ... | ... | ... |
Mark the best value in each row with an upward indicator and the worst with a downward indicator where directionality is clear (higher is better for margins; lower is better for leverage).