Comps Analysis

anthropics/financial-services-pluginsOfficial

This one builds the kind of comp tables you'd see in an investment banking pitch book or IC memo. It's opinionated about structure: formulas over hardcoded values, explicit data source hierarchy (MCP sources like S&P Kensho first, never web search for financials), and step-by-step verification so you catch errors before the whole sheet is done. The approach is practical: ask about audience and context first, then adapt the metrics and layout accordingly rather than stamping out identical templates. Best for public company valuation work where you need operating metrics, multiples, and statistical benchmarking that update cleanly when inputs change. Not suitable for pre-revenue startups or companies without clean public comps.

skills.sh installs: 1K
GitHub stars: 33.5K
last updated: Jul 14, 2026

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Install

$ npx -y skills add anthropics/financial-services-plugins --skill comps-analysis --agent claude-code

Installs into .claude/skills of the current project.

Files

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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.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. The output is a structured Excel/spreadsheet that enables informed investment decisions through peer comparison.

Reference Material & Contextualization:

SKILL.md on GitHub