comps

The comps skill provides a structured workflow for investment analysts to perform professional-grade trading comparables analysis. By integrating with Daloopa’s financial data infrastructure, the skill automates the identification of peer groups, extraction of fundamental metrics, and the calculation of key valuation multiples. It is designed for L/S equity analysts, investment researchers, and financial modelers who require a standardized, repeatable methodology for determining if a company is undervalued or overvalued relative to its direct competitors and business-model peers.

• Automated peer group selection based on business model, sector, size, and growth profile.

• Calculates trailing 4-quarter fundamentals including revenue, EBITDA, Net Income, EPS, and Free Cash Flow.

• Extracts and normalizes operational KPIs across diverse sectors such as SaaS, E-commerce, Retail, and Financial Services.

• Generates a multi-metric comparables table including P/E, EV/EBITDA, P/S, and FCF Yield.

• Computes implied valuation ranges and provides a structured framework for analyzing premium or discount justifications relative to peers.

• Integrates consensus forward estimates where available to assess market expectations.

• Provide a ticker symbol as the primary input to trigger the analysis workflow.

• Ensure the repository setup includes authenticated access to Daloopa financial data via MCP.

• The output is delivered as an HTML report saved in the project’s reports directory, suitable for quick reviews or inclusion in research notes.

• Use the generated peer median and mean metrics to inform buy/sell/hold decisions and thesis construction.

• Analysts should carefully review the peer justifications, as relevance is prioritized over strict market capitalization matching to ensure high-quality benchmarking.

• Be aware that some peers may have limited data availability; the skill includes placeholders and notes for manual completion in such instances, adhering to established design system conventions.