Finance tasks
Comps analysisExcel financial modeling
Indexedanthropics/financial-services
Comparable Company AnalysisFinance Skill
Instructions for building peer operating metrics, valuation multiples, and quartile summaries with cell-level sources. The captured text contains an incorrect EBITDA alternative, an invalid universal margin-order check, and formula examples requiring correction. Use a reconciled earnings definition, consistent periods and units, and explicit missing-value handling before relying on any output; the workflow has not been run or financially validated.
- Assessment score
- 69/100
- Snapshot risk
- High
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
comps-analysiscomparable-company-analysisvaluation-multiplespeer-benchmarkingev-ebitdafinancial-analysis
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-comps-analysis-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads uploaded template files and may read existing Excel files for data.
FilesystemWrite
YesThe workflow generates Excel/spreadsheet files with formulas, formatting, and cell comments.
NetworkAccess
Not verifiedThe workflow references MCP data sources (S&P Kensho, FactSet, Daloopa) and Bloomberg Terminal, SEC EDGAR for financial data. Network access is implied for MCP sources but not explicitly required if user provides data.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
YesThe workflow explicitly invokes Office JS in Excel or Python/openpyxl for standalone workbooks; it is not a no-execution workflow.
ExternalCredentials
Not verifiedMCP data sources (S&P Kensho, FactSet, Daloopa) and Bloomberg Terminal may require paid subscriptions, but no credential contract is specified.
Dependencies
openpyxl
Python library for standalone .xlsx file generation
Python openpyxl library for generating Excel files with formulas and formatting.
Data sources named by the Skill
MCP data sources
The source prefers named MCP connectors; connector availability, data accuracy, reporting basis, and citations require independent checks.
SEC filings
10-K audited annual financial statements and 10-Q unaudited interim statements; other reported metrics require their own definition and reconciliation.
User-provided data
User-provided template files and competitor data.
Snapshot assessment
69/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
56/100Safety guardrails
55/100Finance task fit
80/100Audit findings
High
Gross profit plus D&A is not EBITDA
Section 4 offers Gross Profit + D&A as an EBITDA calculation. This omits operating expenses such as selling and administrative costs. Reconcile EBITDA to net income plus interest, tax, depreciation, and amortization; separately identify adjusted measures and do not double-count D&A.
Medium
MCP transport does not verify financial data
The source gives MCP-delivered data automatic priority and calls it verified. A connector does not establish the reporting period, adjustment basis, freshness, or correctness. Reconcile provider fields with issuer filings and label estimates; 10-Q financial statements are generally unaudited.
Medium
External data and credential needs vary
MCP data sources (S&P Kensho, FactSet, Daloopa), Bloomberg Terminal, and SEC EDGAR are referenced for financial data. Credential requirements and provider availability are not fully specified.
Medium
The margin ordering is not an accounting identity
Section 6 says gross margin must exceed EBITDA margin, which must exceed net margin. D&A within cost of sales, nonoperating income, or tax benefits can break that order. Reconcile each numerator instead of rejecting correct data solely because it fails this test.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though openpyxl is referenced in the instructions.
Medium
Some formula examples need correction before use
The PEG example needs an explicit growth-rate scale: a percentage cell stores 20% as 0.20, not 20. IFERROR(ratio, 0) hides missing or invalid inputs as real zeros. INDEX(MATCH()) is an incomplete lookup example. openpyxl writes formulas but does not evaluate them; use a calculation engine and preserve missing values.
Low
Referenced example file is not included
The instructions reference examples/comps_example.xlsx but the file is not present in the captured directory.
Low
Financial advice boundary is absent
The workflow produces valuation analysis for investment decisions but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Comparable company analysis
agent
Claude Code
collection
Financial analysis
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/comps-analysis
- Snapshot ID
- fsh-comps-analysis-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.