# comps-analysis

> Claude/Codex skill by [@anthropics](https://omgskills.com/library/anthropics/index.md) · 34k stars · Updated 2026-08-04

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. \*\*Perfect for:\*\* - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports \*\*Not ideal for:\*\* - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

## Install

```sh
git clone https://github.com/anthropics/financial-services /tmp/financial-services && ln -s /tmp/financial-services/plugins/agent-plugins/pitch-agent/skills/comps-analysis ~/.claude/skills/comps-analysis
```

## From README

Comparable Company Analysis ⚠️ CRITICAL: Data Source Priority (READ FIRST) ALWAYS follow this data source hierarchy: FIRST: Check for MCP data sources - If S&P Kensho MCP, FactSet MCP, or Daloopa MCP are available, use them exclusively for financial and trading information DO NOT use web search if the above MCP data sources are available ONLY if MCPs are unavailable: Then use Bloomberg Terminal, SEC EDGAR filings, or other institutional sources NEVER use web search as a primary data source - it lacks the accuracy, audit trails, and reliability required for institutional-grade analysis Why this matters: MCP sources provide verified, institutional-grade data with proper citations. Web search results can be outdated, inaccurate, or unreliable for financial analysis. --- Overview This skill teaches Claude to build institutional-grade comparable company analyses that combine operating metrics, valuation multiples, and statistical benchmarking.

## Links

- HTML page: https://omgskills.com/skills/anthropics/financial-services-plugins/comps-analysis/
- GitHub: https://github.com/anthropics/financial-services-plugins
- Author: [@anthropics](https://omgskills.com/library/anthropics/index.md)

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