Comps Analysis

This walks Claude through building investment-grade comparable company analysis spreadsheets with the kind of rigor you'd expect at a bank or PE shop. It enforces a strict data hierarchy (MCP sources like S&P Kensho first, never web search for financials), requires formulas instead of hardcoded values, and builds verification checkpoints so you catch errors before the full sheet is done. The philosophy is simple: structure the headers to force good thinking, let statistics emerge from clean formulas, and make sure anyone can audit your work six months later. Comes with detailed guidance on handling Office JS versus Python environments and adapting templates to context rather than blindly copying formats. Useful for M&A valuation, benchmarking portfolio companies, or prepping investment committee decks.

skills.sh installs: 2.4K
GitHub stars: 41.2K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/financial-services --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 Web search results can be outdated, inaccurate, or unreliable for financial analysis.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