fundamental-stock-analysis_skill

Overview

This skill performs fundamental equity analysis and peer ranking using a structured scoring playbook covering quality, balance-sheet safety, cash flow, valuation, sector adjustments, and confidence modifiers. It is designed to analyze one or more tickers, compare peers, and produce a decisive fundamentals-based verdict with explicit confidence and data caveats. The output separates business quality, balance-sheet safety, and valuation and never fabricates missing metrics.

How this skill works

I follow a fixed playbook: parse inputs, collect market and financial data, run a quick screen, apply standardized scoring across defined categories, and produce ratings and a ranked peer selection. For multi-ticker requests I analyze each ticker individually, then apply peer-ranking logic and invalidation triggers to choose a best pick. I always report a confidence level and flag stale or conflicting data, marking unavailable metrics as NA.

When to use it

• You want a systematic fundamentals-based verdict on one or several stock tickers.
• You need a ranked comparison of peers and a single best pick backed by objective rules.
• You require separate assessment of business quality, balance-sheet safety, and valuation.
• You want explicit confidence and clear calls when data is stale, conflicting, or missing.

Best practices

• Provide tickers and an explicit peer list when possible to speed accurate comparisons.
• Specify a target analysis date if you need a snapshot other than the latest available data.
• Expect NA for missing metrics; supplement with primary filings if precise figures are critical.
• Use the score breakdown to validate subjective judgments before making investment decisions.

Example use cases

• Analyze AAPL and MSFT, then rank them and recommend which to prioritize based on playbook scores.
• Screen a small peer group in a given sector to choose the best fundamentals-based pick.
• Request a fundamentals verdict with an explicit confidence level for inclusion in a research note.
• Ask for separate commentary on business quality, balance-sheet safety, and valuation for a single ticker.