Valuation Analyst

🌐Community
by jmsktm · vlatest · Repository

This Valuation Analyst skill estimates asset values using financial models, aiding in investment decisions and risk assessment.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add jmsktm-valuation-analyst npx -- -y @trustedskills/jmsktm-valuation-analyst
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "jmsktm-valuation-analyst": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/jmsktm-valuation-analyst"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill acts as a valuation analyst, capable of performing discounted cash flow (DCF) analysis and comparable company analysis. It can generate financial models based on provided data or industry benchmarks, and produce reports summarizing key valuation metrics like enterprise value and equity value. The tool is designed to assist in investment decisions by providing quantitative insights into potential targets.

When to use it

  • Analyzing a potential acquisition target: Determine the fair market value of a company before making an offer.
  • Evaluating investment opportunities: Assess whether a stock or other asset is undervalued or overvalued.
  • Performing financial modeling exercises: Quickly create and iterate on DCF models for educational purposes or sensitivity analysis.
  • Benchmarking against competitors: Understand how a company's valuation compares to its peers in the same industry.

Key capabilities

  • Discounted Cash Flow (DCF) Analysis
  • Comparable Company Analysis
  • Financial Modeling
  • Report Generation

Example prompts

  • "Perform a DCF analysis for Tesla, using a discount rate of 10%."
  • "Create a comparable company analysis for Apple, identifying key competitors and their valuation multiples."
  • “Generate a financial model for a SaaS business with ARR $5M growing at 20%.”

Tips & gotchas

The accuracy of the valuation depends heavily on the quality of the input data provided. Ensure you provide reliable revenue growth rates, profit margins, and discount rates for optimal results.

Tags

🛡️

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Details

Version
vlatest
License
Author
jmsktm
Installs
11

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Passed automated security scans.