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company-valuation

Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market price, a WACC and terminal-growth sensitivity grid, and bull/base/bear scenarios. Use this skill whenever the user asks what a company or ticker is worth: fair value, intrinsic value, implied share price, a price target from fundamentals, whether it is overvalued or undervalued, building a DCF (WACC, terminal value, discounted cash flow), EV/EBITDA or P/E based targets, peer comparison valuation, or SOTP and conglomerate discounts. Run the model rather than answering valuation questions from memory.

75

Quality

94%

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SecuritybySnyk

Low

Low-risk findings worth noting

SKILL.md
Quality
Evals
Security

Quality

Content

85%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A strong, dense body: an 8-step workflow with environment detection, parameter defaults, executable yfinance code, validation gates, error handling, and a well-structured one-level-deep reference bundle. The only deductions are minor: duplicated defaults, a host-specific preamble paragraph, and small code gaps (undefined `sotp_price`, hardcoded 15x exit multiple).

Suggestions

Replace the host-specific Codex preamble paragraph with a single neutral instruction (e.g., 'Run the Step 1 probes with the shell tool before choosing a setup path') and state each default once — drop the method-weight and sensitivity-grid rows duplicated between the defaults table and Step 7 code.

Assign `sotp_price` explicitly (e.g., initialize to None after Step 2 and set it in Step 6) so the Step 7 blend code runs without an undefined variable.

Derive the DCF exit multiple from the `med_ev_eb` peer median computed in Step 5 instead of the hardcoded `* 15` in `tv_exit`, or annotate the 15x as a placeholder to be replaced.

DimensionReasoningScore

Conciseness

The body is dense and lean — defaults tables with one-line rationales, code commented only where non-obvious (e.g., "yfinance columns are newest-first; reverse to oldest -> newest"), and no explanation of concepts Claude already knows. Falls short of 5 because of trimmable redundancy: the host-specific Codex paragraph in the preamble, and method weights plus the sensitivity-grid spec stated twice (defaults table and again in Step 7 code). Not 3: none of this is padded explanation, just minor duplication.

4 / 5

Actionability

The primary DCF + relative path is near copy-paste ready — real yfinance row labels, exact parameter defaults, and working Python for Steps 3-5 and 7. Minor gaps keep it from 5: Step 7 branches on `sotp_price` which is never assigned anywhere in the body, `tv_exit` hardcodes `* 15` despite Step 5 computing `med_ev_eb` as the peer median, and the SOTP branch (Step 6) is prose-only with computation deferred to the reference. Not 3: the code is executable, not pseudocode, and covers the common cases.

4 / 5

Workflow Clarity

A clear 8-step sequence with explicit validation checkpoints and recovery loops: the Step 1 environment-probe decision tree, Step 4 gates ("if `wacc <= g_terminal` → stop", TV-ratio flags, sector sanity band), a full error-handling table with concrete recovery actions (e.g., "Peer data fetch fails → Drop that peer from median"), and a 9-item ordered output checklist in Step 8. Not 4: validation and feedback loops are explicit at each stage rather than merely present with minor gaps.

5 / 5

Progressive Disclosure

The body is an overview with quick skeletons that defers full methodology to four reference files; all four (`dcf.md`, `relative_valuation.md`, `sotp.md`, `wacc_erp_rates.md`) exist, are signaled in context where needed, and are indexed in a Reference Files section with one-line descriptions. Verified against the actual bundle: references are one level deep (only external URLs inside, no nested .md chains). Not 4: navigation is easy and the split is appropriate with no orphaned or buried references.

5 / 5

Total

18

/

20

Passed

Description

100%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

An exemplary description: it names the three concrete valuation methods and their downstream artifacts (blended implied share price, sensitivity grid, bull/base/bear scenarios), then supplies an exhaustive 'Use this skill whenever...' trigger clause covering natural user phrasings and their synonyms in third-person voice. It carves out a distinct niche with minimal conflict risk and makes no vague or over-claiming statements.

DimensionReasoningScore

Specificity

Quotes multiple concrete actions with comprehensive coverage: "Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market price, a WACC and terminal-growth sensitivity grid, and bull/base/bear scenarios" — three named methods plus blending, sensitivity, and scenario outputs. Not 4: there are no coverage gaps; every claimed capability is a specific, named action.

5 / 5

Completeness

Explicitly answers both questions: the "what" is the three-method estimate blended into an implied share price with sensitivity and scenarios, and the "when" is a full "Use this skill whenever the user asks..." clause enumerating concrete trigger phrases. Not 4: the when-clause is not merely present but exhaustive and specific; not 3 because no half is missing or weakly implied.

5 / 5

Trigger Term Quality

Comprehensive natural-term coverage with synonyms: "what a company or ticker is worth", "fair value", "intrinsic value", "implied share price", "a price target from fundamentals", "whether it is overvalued or undervalued", "building a DCF (WACC, terminal value, discounted cash flow)", "EV/EBITDA or P/E based targets", "peer comparison valuation", "SOTP and conglomerate discounts". Not 4: common user phrasings and their synonyms are all present; no natural term is missing.

5 / 5

Distinctiveness Conflict Risk

Occupies a clear niche — fundamental valuation of public companies — with distinct triggers (DCF, fair value, price target from fundamentals, SOTP, conglomerate discount) unlikely to fire for unrelated skills. The closing "Run the model rather than answering valuation questions from memory" further separates it from generic research/lookup skills. Not 4: overlap risk with adjacent finance skills is minimal given the trigger set is valuation-specific.

5 / 5

Total

20

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

himself65/finance-skills

Path

plugins/market-analysis/skills/company-valuation/SKILL.md

Reviewed

Table of Contents

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