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pitch-compslisted

Build a Bloomberg / CapIQ-style comparable companies set for a subject ticker. Identifies peers via a curated override map (with correlation and SIC fallbacks), pulls current multiples (EV/Sales, EV/EBITDA, P/E) for the subject and peers, renders the comp table with median / mean / 25-75 percentile summary stats, runs a regression-adjusted multiples view that controls for growth and profitability, and surfaces a one-line banker read at the bottom. Use when an analyst or banker is preparing pitch materials, a fairness opinion, or a valuation memo. Requires Stocks Starter for financials.
rgourley/quant-garage · ★ 6 · AI & Automation · score 66
Install: claude install-skill rgourley/quant-garage
# pitch-comps You hand over a subject ticker. The skill identifies peers using the same three-layer methodology as `earnings-drilldown`'s peer-reaction (curated override → correlation → SIC fallback), pulls TTM revenue, operating income, EPS, and balance-sheet items for the subject and the peers, computes current multiples (EV/Sales, EV/EBITDA, P/E) plus growth and margin metrics, summarizes the peer set with median / mean / 25-75 percentile bands, runs a regression of each multiple on growth and margin to compute a peer-implied multiple for the subject, and emits a one-sentence banker read. The output drops into a pitch deck or fairness-opinion appendix unchanged. The structure matches what bankers already read in Bloomberg's RV (relative value) screen and CapIQ's comp set page. ## When to invoke - A banker is building a comp page for an MD's pitch deck - An analyst is writing a coverage initiation and needs a valuation table for the subject vs. its peer set - A buy-side PM is sizing a position and wants to know "what would the subject's multiple look like if peers traded it" - The user says "build comps for $TICKER", "where does $TICKER trade vs. peers", "is $TICKER cheap or rich on multiples" ## What you need - A subject ticker (CRM, NVDA, etc.) - `MASSIVE_API_KEY` exported in the environment - Stocks Starter plan minimum. The full peer fetch fans out 9+ ticker-details and 9+ financials calls; on free Basic (5/min) this will run but will take ~5 minutes. St