financial-analysis
Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities
Packaged view
This page reorganizes the original catalog entry around fit, installability, and workflow context first. The original raw source lives below.
Install command
npx @skill-hub/cli install kyegomez-swarms-financial-analysis
Repository
Skill path: examples/single_agent/agent_skill_examples/financial-analysis
Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities
Open repositoryBest for
Primary workflow: Analyze Data & AI.
Technical facets: Full Stack, Data / AI.
Target audience: everyone.
License: Unknown.
Original source
Catalog source: SkillHub Club.
Repository owner: kyegomez.
This is still a mirrored public skill entry. Review the repository before installing into production workflows.
What it helps with
- Install financial-analysis into Claude Code, Codex CLI, Gemini CLI, or OpenCode workflows
- Review https://github.com/kyegomez/swarms before adding financial-analysis to shared team environments
- Use financial-analysis for development workflows
Works across
Favorites: 1.
Sub-skills: 0.
Aggregator: No.
Original source / Raw SKILL.md
--- name: financial-analysis description: Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities --- # Financial Analysis Skill When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation: ## Core Methodology ### 1. Data Collection and Verification - Gather historical financial statements (income statement, balance sheet, cash flow) - Verify data sources for accuracy and completeness - Identify any anomalies or missing data points ### 2. Financial Ratio Analysis Calculate and analyze key financial ratios: - **Profitability**: EBITDA margin, net profit margin, ROE, ROA - **Liquidity**: Current ratio, quick ratio, cash ratio - **Leverage**: Debt-to-equity, interest coverage ratio - **Efficiency**: Asset turnover, inventory turnover ### 3. Valuation Models Build appropriate valuation models: - **DCF Analysis**: Project free cash flows, determine WACC, calculate terminal value - **Comparable Company Analysis**: Identify peers, analyze multiples (P/E, EV/EBITDA) - **Precedent Transactions**: Review similar deals for valuation benchmarks ### 4. Sensitivity Analysis - Perform scenario analysis (base case, bull case, bear case) - Test key assumptions (growth rates, discount rates, margins) - Identify critical value drivers ## Guidelines - Always use conservative assumptions when uncertain - Cross-validate findings with multiple valuation methods - Clearly document all assumptions and their rationale - Present results with appropriate caveats and risk factors - Consider both quantitative metrics and qualitative factors ## Key Outputs Your analysis should produce: 1. Executive summary of findings 2. Detailed financial model with assumptions 3. Valuation range with sensitivity analysis 4. Investment recommendation with risk assessment 5. Supporting charts and visualizations ## Example Use Cases - **Public Company Valuation**: "Analyze Tesla's financials and provide a DCF valuation" - **Private Investment**: "Evaluate this startup's unit economics and runway" - **M&A Analysis**: "Assess the financial implications of this acquisition"