sotp-valuation

# Sum of the Parts (SOTP) Valuation Values each business segment independently and sums for total enterprise value. Essential for conglomerates (GE, MMM, HON), multi-segment tech (AMZN: AWS + Retail + Ads, GOOG: Search + Cloud + YouTube), and holding companies. SOTP often reveals "hidden value" when the market undervalues individual segments. ## Preflight Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace `style.md` override, memory load, and coverage check. See `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md`. ## Triggers - sum of the parts valuation {ticker} - SOTP analysis {ticker} - segment-based valuation {ticker} - breakup value {ticker} - conglomerate valuation {ticker} - parts worth more than whole {ticker} - segment sum of parts {ticker} - business segment valuation {ticker} - hidden asset value {ticker} - SOTP {ticker} ## Defaults | Parameter | Default | Notes | |-----------|---------|-------| | segment_discovery | statement_tree | Use get_statement_structure for segment identification | | peer_multiples | sector | Apply sector-appropriate multiples per segment | | include_corporate | true | Subtract corporate overhead, net debt | ## Methodology ### Retrieval Scope `unstructured_document_search` — SOTP requires segment financials from XBRL (structured) AND segment narrative/business description from MD&A (unstructured) for appropriate multiple sel...