This is a comprehensive financial modeling reference that covers DCF, LBO, and M&A analysis with actual formulas and templates. You get DuPont analysis breakdowns, financial ratio benchmarks (like Debt/EBITDA targets of 2-3x for investment grade), and complete frameworks for building valuation models from scratch. The LBO section includes a sources and uses structure plus IRR targets, while the M&A part walks through accretion/dilution math. It's dense with tables and calculations rather than theory. Best for when you're building a financial model or need to remember whether interest coverage should be above 3x or what a reasonable exit multiple looks like. Assumes you know why you're doing a DCF, not how corporate finance works conceptually.

skills.sh installs
378
GitHub stars
108
last updated
Aug 21, 2026

Install

$ npx -y skills add travisjneuman/.claude --skill finance --agent claude-code

Installs into .claude/skills of the current project.

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Financial Analysis Expert

Comprehensive financial frameworks for modeling, valuation, and corporate finance decisions.

Financial Statement Analysis

DuPont Analysis (5-Factor)

Decompose ROE into operational drivers:

ROE = Net Profit Margin x Asset Turnover x Equity Multiplier

Extended (5-Factor):
ROE = (EBIT/Sales) x (Sales/Assets) x (Assets/Equity) x (EBT/EBIT) x (NI/EBT)
    = Operating Margin x Asset Turnover x Leverage x Interest Burden x Tax Burden

Key Financial Ratios

Sponsors

Details

Repository
github.com/travisjneuman/.claude
Category
Finance & Trading
First seen
Jun 3, 2026

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