comps

Description

Build a trading comparables analysis for the company specified by the user: $ARGUMENTS **Before starting, read `../data-access.md` for data access methods and `../design-system.md` for formatting conventions.** Follow the data access detection logic and design system throughout this skill. Follow these steps: ## 1. Company Lookup Look up the company by ticker using `discover_companies`. Capture: - `company_id` - `latest_calendar_quarter` — anchor for all period calculations below (see `../data-access.md` Section 1.5) - `latest_fiscal_quarter` - Firm name for report attribution (default: "Daloopa") — see `../data-access.md` Section 4.5 ## 2. Identify Peer Group Based on the company's business model, sector, size, and competitive landscape, identify 5-10 comparable companies. Consider: - **Direct competitors** in the same market - **Business model peers** (similar revenue model even if different sector) - **Size peers** (similar market cap range) - **Growth profile peers** (similar growth rate) Prioritize relevance over size matching. A direct competitor at a different scale is more useful than a similar-sized company in a different industry. List the peer tickers and briefly justify each selection (1 sentence). ## 3. Target Company Fundamentals Calculate 4 quarters backward from `latest_calendar_quarter`. Pull from Daloopa for the target company: - Revenue (compute trailing 4Q total) - EBITDA (compute trailing 4Q; if not available, use Op Income + D&A, label "(calc.)") - Net Income (trailing 4Q) - Diluted EPS (trailing 4Q sum) - Free Cash Flow (trailing 4Q; compute as OCF - CapEx, label "(calc.)") - Revenue YoY growth (most recent quarter) - Operating Margin (most recent quarter) - Net Margin (most recent quarter) ## 4. Peer Market Multiples For each peer, get trading multiples and current quote (see ../data-access.md Section 2): - P/E (trailing and forward), EV/EBITDA, P/S, P/B, dividend yield, PEG ratio - Price, market cap, enterprise value If market data is unavailable, note that peer multiples cannot be sourced and provide a framework for manual completion. If a peer ticker fails (delisted, no data), drop it and note why. ## 5. Peer Fundamentals from Daloopa For each peer that is available in Daloopa: - Look up the company - Calculate 4 quarters backward from `latest_calendar_quarter`. Pull revenue, operating income, net income for those periods. - Compute revenue growth YoY, operating margin, net margin For peers not in Daloopa, rely on market data multiples only (see ../data-access.md Section 2) and note the data source limitation. ## 5.5. Peer Operational KPIs For each company (target + all peers available in Daloopa), discover and pull company-specific operational KPIs. Use the sector taxonomy below to know what to search for: - **SaaS/Cloud**: ARR, net revenue retention, RPO/cRPO, customers >$100K, cloud gross margin - **Consumer Tech**: DAU/MAU, ARPU, engagement metrics, installed base, paid subscribers - **E-commerce/Marketplace**: GMV, take rate, active buyers/sellers, order frequency - **Retail**: same-store sales, store count, average ticket, transactions - **Telecom/Media**: subscribers, churn, ARPU, content spend - **Hardware**: units shipped, ASP, attach rate, installed base - **Financial Services**: AUM, NIM, loan growth, credit quality metrics, fee income ratio - **Pharma/Biotech**: pipeline stage, patient starts, scripts, market share - **Industrials/Energy**: backlog, book-to-bill, utilization, production volumes, reserves Pull the same 4 calendar quarters for each peer. Not all peers will have the same KPIs — build a sparse matrix and note which are comparable across the group vs company-specific. Add KPI columns to the comps table in Section 6 where comparable metrics exist (e.g., subscriber growth, ARPU, units alongside P/E and EV/EBITDA). This shows whether valuation premiums are supported by operational outperformance. ## 6. Build Comps Table Create the main comparables table with the

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