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fsi-comps-analysis by anthropics/financial-services-plugins
npx skills add https://github.com/anthropics/financial-services-plugins --skill fsi-comps-analysis始终遵循此数据源层级:
为何重要: MCP 源提供经过验证的、机构级的数据和适当的引用。对于财务分析而言,网络搜索结果可能已过时、不准确或不可靠。
本技能教导 Claude 构建机构级的可比公司分析,结合运营指标、估值倍数和统计基准。输出是一个结构化的 Excel/电子表格,通过同行比较实现明智的投资决策。
参考资料与情境化:
在 examples/comps_example.xlsx 中提供了一个可比公司分析的示例。当使用此技能目录中的此文件或其他示例文件时,请明智地使用它们:
请使用示例来:
请勿使用示例来:
始终首先问自己:
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根据具体情况调整:
核心原则: 使用模板原则(清晰的结构、统计严谨性、透明的公式),但根据上下文调整执行方式。目标是机构质量的分析,而非机构外观的模板。
用户提供的示例和明确偏好始终优先于默认设置。
"先构建正确的结构,然后让数据讲述故事。"
从强制战略思考重要事项的标题开始,输入干净的数据,构建透明的公式,让统计数据自动显现。一个好的可比分析应该能让没有构建它的人立即读懂。
Row 1: [ANALYSIS TITLE] - COMPARABLE COMPANY ANALYSIS
Row 2: [List of Companies with Tickers] • [Company 1 (TICK1)] • [Company 2 (TICK2)] • [Company 3 (TICK3)]
Row 3: As of [Period] | All figures in [USD Millions/Billions] except per-share amounts and ratios
为何重要: 立即建立上下文。任何打开此文件的人都知道他们在看什么、何时创建以及如何解读数字。
重要:这些仅是建议的默认值。始终优先考虑:
建议字体与排版:
建议颜色与底纹:
建议格式约定:
注意: 如果用户提供了模板文件或指定了不同的格式,请使用该格式。
// Core ratios - these are always calculated
Gross Margin (F7): =E7/C7
EBITDA Margin (H7): =G7/C7
// Optional ratios - include if relevant
FCF Margin: =[FCF]/[Revenue]
Net Margin: =[Net Income]/[Revenue]
Rule of 40: =[Growth %]+[FCF Margin %]
黄金法则: 每个比率都应该是 [某物] / [收入] 或 [某物] / [本表中的某物]。保持简单。
关键:为所有可比指标(比率、利润率、增长率、倍数)添加统计公式。
[Leave one blank row for visual separation]
- Maximum: =MAX(B7:B9)
- 75th Percentile: =QUARTILE(B7:B9,3)
- Median: =MEDIAN(B7:B9)
- 25th Percentile: =QUARTILE(B7:B9,1)
- Minimum: =MIN(B7:B9)
需要统计的列(可比指标):
不需要统计的列(规模指标):
注意: 在公司数据和统计行之间添加一个空行以实现视觉分隔。请勿添加 "SECTOR STATISTICS" 或 "VALUATION STATISTICS" 标题行。
为何百分位数重要: 它们显示分布,而不仅仅是平均值。第 75 百分位数倍数告诉你"溢价"公司的交易水平。
关键原则: 包含 3-5 个对您行业重要的核心倍数。不要仅仅因为可以就包含所有可能的指标。
// Core multiples - always include these
EV/Revenue: =[Enterprise Value]/[LTM Revenue]
EV/EBITDA: =[Enterprise Value]/[LTM EBITDA]
P/E Ratio: =[Market Cap]/[Net Income]
// Optional multiples - include if data available
FCF Yield: =[LTM FCF]/[Market Cap]
PEG Ratio: =[P/E]/[Growth Rate %]
关键: 估值倍数必须引用运营指标部分。切勿两次输入相同的原始数据。如果收入在 C7,则 EV/Revenue 公式应引用 C7。
与运营部分结构相同:每个指标的最大值、第 75 百分位数、中位数、第 25 百分位数、最小值。在公司数据和统计之间添加一个空行以实现视觉分隔。请勿添加 "VALUATION STATISTICS" 标题行。
数据来源与质量:
关键定义:
估值方法论:
分析框架:
"哪家公司被低估了?" → 关注:EV/Revenue、EV/EBITDA、P/E、Market Cap → 跳过:运营细节、增长指标
"哪家公司效率最高?" → 关注:Gross Margin、EBITDA Margin、FCF Margin、Asset Turnover → 跳过:规模指标、绝对美元金额
"哪家公司增长最快?" → 关注:Revenue Growth %、EBITDA CAGR、用户/客户增长 → 跳过:利润率指标、杠杆比率
"哪家是最好的现金生成器?" → 关注:FCF、FCF Margin、FCF Conversion、资本支出强度 → 跳过:EBITDA、P/E 比率
软件/SaaS: 必须包含:Revenue Growth、Gross Margin、Rule of 40 可选:ARR、Net Dollar Retention、CAC Payback 跳过:Asset Turnover、库存指标
制造业/工业: 必须包含:EBITDA Margin、Asset Turnover、CapEx/Revenue 可选:ROA、Inventory Turns、Backlog 跳过:Rule of 40、SaaS 指标
金融服务: 必须包含:ROE、ROA、Efficiency Ratio、P/E 可选:Net Interest Margin、Loan Loss Reserves 跳过:Gross Margin、EBITDA(对银行无意义)
零售/电子商务: 必须包含:Revenue Growth、Gross Margin、Inventory Turnover 可选:Same-Store Sales、Customer Acquisition Cost 跳过:重型研发或资本支出指标
5 个运营指标 - 收入、增长、2-3 个利润率/效率指标 5 个估值指标 - 市值、企业价值、3 个倍数 = 总计 10 列 - 足以讲述故事,又不会多到失去主线
如果您有超过 15 个指标,您可能包含了噪音。无情地编辑。
首先输入所有原始数据 - 在编写公式之前完成蓝色文本
为所有硬编码输入添加单元格注释 - 右键单击单元格 → 插入注释 → 记录来源或假设
对于有来源的数据,准确引用其来源:
* 示例:"Bloomberg Terminal - MSFT Equity DES,访问日期 2024-10-02"
* 示例:"2024 年第四季度 10-K 文件,第 42 页,行项目 'Total Revenue'"
* 示例:"截至 2024-10-02 的 FactSet 共识估计"
* **尽可能包含超链接**:右键单击单元格 → 链接 → 粘贴 SEC 文件、数据源或报告的 URL
对于假设,解释推理过程:
* 示例:"基于同行中位数假设 EBITDA 利润率为 15%,公司未披露"
* 示例:"估计企业价值为市值 + 5000 万美元净债务(来自第三季度资产负债表,第四季度尚未公布)"
* 示例:"远期市盈率基于华尔街共识每股收益 3.45 美元(12 位分析师估计的平均值)"
为何重要:实现审计追踪、数据验证、假设透明度和未来更新
逐行构建公式 - 在继续之前测试每个计算
对标题使用绝对引用 - $C$6 锁定标题行
格式一致 - 百分比显示为百分比,而非小数
添加条件格式 - 自动突出显示异常值
❌ 在公式中混合使用市值和企业价值 ❌ 分子和分母使用不同的时间段(LTM vs 季度) ❌ 在公式中硬编码数字而不是使用单元格引用 ❌ 硬编码输入没有单元格注释引用来源或解释假设 ❌ 在可用时缺少指向 SEC 文件或数据源的超链接 ❌ 包含太多没有明确目的的指标 ❌ 包含不可比的公司(不同的商业模式) ❌ 使用未披露的过时数据 ❌ 错误计算百分比的平均值(应使用中位数)
对于显示计算的列,使用清晰的单位标签:
Revenue Growth (YoY) % | EBITDA Margin | FCF Margin | Rule of 40
不仅仅是均值/中位数,百分位数显示:
这有助于回答:"与同行相比,我们的目标公司交易是昂贵还是便宜?"
软件/SaaS:
医疗保健:
工业:
消费品:
设置结构(30 分钟)
收集数据(60-90 分钟)
构建公式(30 分钟)
添加统计(15 分钟)
质量控制(30 分钟)
文档记录(15 分钟)
简单版本(从此开始):
┌─────────────────────────────────────────────────────────────┐
│ TECHNOLOGY - COMPARABLE COMPANY ANALYSIS │
│ Microsoft • Alphabet • Amazon │
│ As of Q4 2024 | All figures in USD Millions │
├─────────────────────────────────────────────────────────────┤
│ OPERATING METRICS │
├──────────┬─────────┬─────────┬──────────┬──────────────────┤
│ Company │ Revenue │ Growth │ Gross │ EBITDA │ EBITDA │
│ │ (LTM) │ (YoY) │ Margin │ (LTM) │ Margin │
├──────────┼─────────┼─────────┼──────────┼─────────┼────────┤
│ MSFT │ 261,400 │ 12.3% │ 68.7% │ 205,100 │ 78.4% │
│ GOOGL │ 349,800 │ 11.8% │ 57.9% │ 239,300 │ 68.4% │
│ AMZN │ 638,100 │ 10.5% │ 47.3% │ 152,600 │ 23.9% │
│ │ │ │ │ │ │ [blank row]
│ Median │ =MEDIAN │ =MEDIAN │ =MEDIAN │ =MEDIAN │=MEDIAN │
│ 75th % │ =QUART │ =QUART │ =QUART │ =QUART │=QUART │
│ 25th % │ =QUART │ =QUART │ =QUART │ =QUART │=QUART │
├─────────────────────────────────────────────────────────────┤
│ VALUATION MULTIPLES │
├──────────┬──────────┬──────────┬──────────┬────────────────┤
│ Company │ Mkt Cap │ EV │ EV/Rev │ EV/EBITDA │ P/E│
├──────────┼──────────┼──────────┼──────────┼───────────┼────┤
│ MSFT │3,550,000 │3,530,000 │ 13.5x │ 17.2x │36.0│
│ GOOGL │2,030,000 │1,960,000 │ 5.6x │ 8.2x │24.5│
│ AMZN │2,226,000 │2,320,000 │ 3.6x │ 15.2x │58.3│
│ │ │ │ │ │ │ [blank row]
│ Median │ =MEDIAN │ =MEDIAN │ =MEDIAN │ =MEDIAN │=MED│
│ 75th % │ =QUART │ =QUART │ =QUART │ =QUART │=QRT│
│ 25th % │ =QUART │ =QUART │ =QUART │ =QUART │=QRT│
└──────────┴──────────┴──────────┴──────────┴───────────┴────┘
仅在需要时增加复杂性:
仅当它们对您的分析至关重要时才添加这些。大多数可比分析仅使用核心指标即可正常工作。
软件/SaaS: 如果相关则添加:ARR、Net Dollar Retention、Rule of 40
金融服务: 如果相关则添加:ROE、Net Interest Margin、Efficiency Ratio
电子商务: 如果相关则添加:GMV、Take Rate、Active Buyers
医疗保健: 如果相关则添加:R&D/Revenue、Pipeline Value、Patent Timeline
制造业: 如果相关则添加:Asset Turnover、Inventory Turns、Backlog
🚩 时间段不一致(混合季度和年度)
🚩 缺少数据且无解释
🚩 不同数据源之间存在显著差异(>10% 的方差)
🚩 负 EBITDA 公司使用 EBITDA 倍数估值(应改用收入倍数)
🚩 市盈率 >100 倍但没有超增长故事
🚩 利润率不符合行业逻辑
🚩 不同的财年结束日期(导致时间问题)
🚩 混合纯业务公司和综合性企业
🚩 商业模式实质上不同却被标记为"可比公司"
如有疑问,排除该公司。 拥有 3 个完美的可比公司比拥有 6 个有问题的公司更好。
// Statistical Functions
=AVERAGE(range) // Simple mean
=MEDIAN(range) // Middle value
=QUARTILE(range, 1) // 25th percentile
=QUARTILE(range, 3) // 75th percentile
=MAX(range) // Maximum value
=MIN(range) // Minimum value
=STDEV.P(range) // Standard deviation
// Financial Calculations
=B7/C7 // Simple ratio (Margin)
=SUM(B7:B9)/3 // Average of multiple companies
=IF(B7>0, C7/B7, "N/A") // Conditional calculation
=IFERROR(C7/D7, 0) // Handle divide by zero
// Cross-Sheet References
='Sheet1'!B7 // Reference another sheet
=VLOOKUP(A7, Table1, 2) // Lookup from data table
=INDEX(MATCH()) // Advanced lookup
// Formatting
=TEXT(B7, "0.0%") // Format as percentage
=TEXT(C7, "#,##0") // Thousands separator
Gross Margin = Gross Profit / Revenue
EBITDA Margin = EBITDA / Revenue
FCF Margin = Free Cash Flow / Revenue
FCF Conversion = FCF / Operating Cash Flow
ROE = Net Income / Shareholders' Equity
ROA = Net Income / Total Assets
Asset Turnover = Revenue / Total Assets
Debt/Equity = Total Debt / Shareholders' Equity
在交付可比分析之前,请验证:
完成可比分析后,请询问:
最好的可比分析随着每次迭代而发展。保存模板,从反馈中学习,并根据决策者实际使用的内容优化结构。
每周安装次数
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代码库
GitHub Stars
5.6K
首次出现
14 天前
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ALWAYS follow this data source hierarchy:
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.
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:
An example comparable company analysis is provided in examples/comps_example.xlsx. When using this or other example files in this skill directory, use them intelligently:
DO use examples for:
DO NOT use examples for:
ALWAYS ask yourself first:
Adapt based on specifics:
Core principle: Use template principles (clear structure, statistical rigor, transparent formulas) but vary execution based on context. The goal is institutional-quality analysis, not institutional-looking templates.
User-provided examples and explicit preferences always take precedence over defaults.
"Build the right structure first, then let the data tell the story."
Start with headers that force strategic thinking about what matters, input clean data, build transparent formulas, and let statistics emerge automatically. A good comp should be immediately readable by someone who didn't build it.
Row 1: [ANALYSIS TITLE] - COMPARABLE COMPANY ANALYSIS
Row 2: [List of Companies with Tickers] • [Company 1 (TICK1)] • [Company 2 (TICK2)] • [Company 3 (TICK3)]
Row 3: As of [Period] | All figures in [USD Millions/Billions] except per-share amounts and ratios
Why this matters: Establishes context immediately. Anyone opening this file knows what they're looking at, when it was created, and how to interpret the numbers.
IMPORTANT: These are suggested defaults only. Always prioritize:
Suggested Font & Typography:
Suggested Color & Shading:
Suggested Formatting Conventions:
Note: If the user provides a template file or specifies different formatting, use that instead.
// Core ratios - these are always calculated
Gross Margin (F7): =E7/C7
EBITDA Margin (H7): =G7/C7
// Optional ratios - include if relevant
FCF Margin: =[FCF]/[Revenue]
Net Margin: =[Net Income]/[Revenue]
Rule of 40: =[Growth %]+[FCF Margin %]
Golden Rule: Every ratio should be [Something] / [Revenue] or [Something] / [Something from this sheet]. Keep it simple.
CRITICAL: Add statistics formulas for all comparable metrics (ratios, margins, growth rates, multiples).
[Leave one blank row for visual separation]
- Maximum: =MAX(B7:B9)
- 75th Percentile: =QUARTILE(B7:B9,3)
- Median: =MEDIAN(B7:B9)
- 25th Percentile: =QUARTILE(B7:B9,1)
- Minimum: =MIN(B7:B9)
Columns that NEED statistics (comparable metrics):
Columns that DON'T need statistics (size metrics):
Note: Add one blank row between company data and statistics rows for visual separation. Do NOT add a "SECTOR STATISTICS" or "VALUATION STATISTICS" header row.
Why quartiles matter: They show distribution, not just average. A 75th percentile multiple tells you what "premium" companies trade at.
Key Principle: Include 3-5 core multiples that matter for your industry. Don't include every possible metric just because you can.
// Core multiples - always include these
EV/Revenue: =[Enterprise Value]/[LTM Revenue]
EV/EBITDA: =[Enterprise Value]/[LTM EBITDA]
P/E Ratio: =[Market Cap]/[Net Income]
// Optional multiples - include if data available
FCF Yield: =[LTM FCF]/[Market Cap]
PEG Ratio: =[P/E]/[Growth Rate %]
CRITICAL: Valuation multiples MUST reference the operating metrics section. Never input the same raw data twice. If revenue is in C7, then EV/Revenue formula should reference C7.
Same structure as operating section: Max, 75th, Median, 25th, Min for every metric. Add one blank row for visual separation between company data and statistics. Do NOT add a "VALUATION STATISTICS" header row.
Data Sources & Quality:
Key Definitions:
Valuation Methodology:
Analysis Framework:
"Which company is undervalued?" → Focus on: EV/Revenue, EV/EBITDA, P/E, Market Cap → Skip: Operational details, growth metrics
"Which company is most efficient?" → Focus on: Gross Margin, EBITDA Margin, FCF Margin, Asset Turnover → Skip: Size metrics, absolute dollar amounts
"Which company is growing fastest?" → Focus on: Revenue Growth %, EBITDA CAGR, User/Customer Growth → Skip: Margin metrics, leverage ratios
"Which is the best cash generator?" → Focus on: FCF, FCF Margin, FCF Conversion, CapEx intensity → Skip: EBITDA, P/E ratios
Software/SaaS: Must have: Revenue Growth, Gross Margin, Rule of 40 Optional: ARR, Net Dollar Retention, CAC Payback Skip: Asset Turnover, Inventory metrics
Manufacturing/Industrials: Must have: EBITDA Margin, Asset Turnover, CapEx/Revenue Optional: ROA, Inventory Turns, Backlog Skip: Rule of 40, SaaS metrics
Financial Services: Must have: ROE, ROA, Efficiency Ratio, P/E Optional: Net Interest Margin, Loan Loss Reserves Skip: Gross Margin, EBITDA (not meaningful for banks)
Retail/E-commerce: Must have: Revenue Growth, Gross Margin, Inventory Turnover Optional: Same-Store Sales, Customer Acquisition Cost Skip: Heavy R&D or CapEx metrics
5 operating metrics - Revenue, Growth, 2-3 margins/efficiency metrics 5 valuation metrics - Market Cap, EV, 3 multiples = 10 total columns - Enough to tell the story, not so many you lose the thread
If you have more than 15 metrics, you're probably including noise. Edit ruthlessly.
Input all raw data first - Complete the blue text before writing formulas
Add cell comments to ALL hard-coded inputs - Right-click cell → Insert Comment → Document source OR assumption
For sourced data, cite exactly where it came from:
* Example: "Bloomberg Terminal - MSFT Equity DES, accessed 2024-10-02"
* Example: "Q4 2024 10-K filing, page 42, line item 'Total Revenue'"
* Example: "FactSet consensus estimate as of 2024-10-02"
* **Include hyperlinks when possible** : Right-click cell → Link → paste URL to SEC filing, data source, or report
For assumptions, explain the reasoning:
* Example: "Assumed 15% EBITDA margin based on peer median, company does not disclose"
* Example: "Estimated Enterprise Value as Market Cap + $50M net debt (from Q3 balance sheet, Q4 not yet available)"
* Example: "Forward P/E based on street consensus EPS of $3.45 (average of 12 analyst estimates)"
Why this matters : Enables audit trails, data verification, assumption transparency, and future updates
Build formulas row by row - Test each calculation before moving on
Use absolute references for headers - $C$6 locks the header row
Format consistently - Percentages as percentages, not decimals
Add conditional formatting - Highlight outliers automatically
❌ Mixing market cap and enterprise value in formulas ❌ Using different time periods for numerator and denominator (LTM vs quarterly) ❌ Hardcoding numbers into formulas instead of cell references ❌ Hard-coded inputs without cell comments citing the source OR explaining the assumption ❌ Missing hyperlinks to SEC filings or data sources when available ❌ Including too many metrics without clear purpose ❌ Including non-comparable companies (different business models) ❌ Using outdated data without disclosure ❌ Calculating averages of percentages incorrectly (should be median)
For columns showing calculations, use clear unit labels:
Revenue Growth (YoY) % | EBITDA Margin | FCF Margin | Rule of 40
Instead of just mean/median, quartiles show:
This helps answer: "Is our target company trading rich or cheap vs. peers?"
Software/SaaS:
Healthcare:
Industrials:
Consumer:
Set up structure (30 minutes)
Gather data (60-90 minutes)
Build formulas (30 minutes)
Add statistics (15 minutes)
Quality control (30 minutes)
Documentation (15 minutes)
Simple Version (Start here):
┌─────────────────────────────────────────────────────────────┐
│ TECHNOLOGY - COMPARABLE COMPANY ANALYSIS │
│ Microsoft • Alphabet • Amazon │
│ As of Q4 2024 | All figures in USD Millions │
├─────────────────────────────────────────────────────────────┤
│ OPERATING METRICS │
├──────────┬─────────┬─────────┬──────────┬──────────────────┤
│ Company │ Revenue │ Growth │ Gross │ EBITDA │ EBITDA │
│ │ (LTM) │ (YoY) │ Margin │ (LTM) │ Margin │
├──────────┼─────────┼─────────┼──────────┼─────────┼────────┤
│ MSFT │ 261,400 │ 12.3% │ 68.7% │ 205,100 │ 78.4% │
│ GOOGL │ 349,800 │ 11.8% │ 57.9% │ 239,300 │ 68.4% │
│ AMZN │ 638,100 │ 10.5% │ 47.3% │ 152,600 │ 23.9% │
│ │ │ │ │ │ │ [blank row]
│ Median │ =MEDIAN │ =MEDIAN │ =MEDIAN │ =MEDIAN │=MEDIAN │
│ 75th % │ =QUART │ =QUART │ =QUART │ =QUART │=QUART │
│ 25th % │ =QUART │ =QUART │ =QUART │ =QUART │=QUART │
├─────────────────────────────────────────────────────────────┤
│ VALUATION MULTIPLES │
├──────────┬──────────┬──────────┬──────────┬────────────────┤
│ Company │ Mkt Cap │ EV │ EV/Rev │ EV/EBITDA │ P/E│
├──────────┼──────────┼──────────┼──────────┼───────────┼────┤
│ MSFT │3,550,000 │3,530,000 │ 13.5x │ 17.2x │36.0│
│ GOOGL │2,030,000 │1,960,000 │ 5.6x │ 8.2x │24.5│
│ AMZN │2,226,000 │2,320,000 │ 3.6x │ 15.2x │58.3│
│ │ │ │ │ │ │ [blank row]
│ Median │ =MEDIAN │ =MEDIAN │ =MEDIAN │ =MEDIAN │=MED│
│ 75th % │ =QUART │ =QUART │ =QUART │ =QUART │=QRT│
│ 25th % │ =QUART │ =QUART │ =QUART │ =QUART │=QRT│
└──────────┴──────────┴──────────┴──────────┴───────────┴────┘
Add complexity only when needed:
Only add these if they're critical to your analysis. Most comps work fine with just core metrics.
Software/SaaS: Add if relevant: ARR, Net Dollar Retention, Rule of 40
Financial Services: Add if relevant: ROE, Net Interest Margin, Efficiency Ratio
E-commerce: Add if relevant: GMV, Take Rate, Active Buyers
Healthcare: Add if relevant: R&D/Revenue, Pipeline Value, Patent Timeline
Manufacturing: Add if relevant: Asset Turnover, Inventory Turns, Backlog
🚩 Inconsistent time periods (mixing quarterly and annual)
🚩 Missing data without explanation
🚩 Significant differences between data sources (>10% variance)
🚩 Negative EBITDA companies being valued on EBITDA multiples (use revenue multiples instead)
🚩 P/E ratios >100x without hypergrowth story
🚩 Margins that don't make sense for the industry
🚩 Different fiscal year ends (causes timing problems)
🚩ixing pure-play and conglomerates
🚩 Materially different business models labeled as "comps"
When in doubt, exclude the company. Better to have 3 perfect comps than 6 questionable ones.
// Statistical Functions
=AVERAGE(range) // Simple mean
=MEDIAN(range) // Middle value
=QUARTILE(range, 1) // 25th percentile
=QUARTILE(range, 3) // 75th percentile
=MAX(range) // Maximum value
=MIN(range) // Minimum value
=STDEV.P(range) // Standard deviation
// Financial Calculations
=B7/C7 // Simple ratio (Margin)
=SUM(B7:B9)/3 // Average of multiple companies
=IF(B7>0, C7/B7, "N/A") // Conditional calculation
=IFERROR(C7/D7, 0) // Handle divide by zero
// Cross-Sheet References
='Sheet1'!B7 // Reference another sheet
=VLOOKUP(A7, Table1, 2) // Lookup from data table
=INDEX(MATCH()) // Advanced lookup
// Formatting
=TEXT(B7, "0.0%") // Format as percentage
=TEXT(C7, "#,##0") // Thousands separator
Gross Margin = Gross Profit / Revenue
EBITDA Margin = EBITDA / Revenue
FCF Margin = Free Cash Flow / Revenue
FCF Conversion = FCF / Operating Cash Flow
ROE = Net Income / Shareholders' Equity
ROA = Net Income / Total Assets
Asset Turnover = Revenue / Total Assets
Debt/Equity = Total Debt / Shareholders' Equity
Before delivering a comp analysis, verify:
After completing a comp analysis, ask:
The best comp analyses evolve with each iteration. Save templates, learn from feedback, and refine the structure based on what decision-makers actually use.
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DOCX文件创建、编辑与分析完整指南 - 使用docx-js、Pandoc和Python脚本
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