equity-research

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use…

INSTALLATION
npx skills add https://github.com/anthropics/financial-services-plugins --skill equity-research
Run in your project or agent environment. Adjust flags if your CLI version differs.

SKILL.md

$27

  • Consensus Snapshot: Call qa_ibes_consensus for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion.
  • Historical Fundamentals: Call qa_company_fundamentals for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC).
  • Price Performance: Call qa_historical_equity_price for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta.
  • Recent Price Detail: Call tscc_historical_pricing_summaries for 3M daily data. Assess volume trends and recent momentum.
  • Macro Context: Call qa_macroeconomic for GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind.
  • Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.

Output Format

Consensus Estimates

Metric

FY1

FY2

Analysts

Dispersion

EPS

...

...

...

...%

Revenue (M)

...

...

...

...%

EBITDA (M)

...

...

...

...%

Financials Summary

Metric

FY-2

FY-1

FY0 (LTM)

Trend

Revenue (M)

...

...

...

...

Gross Margin

...

...

...

...

Operating Margin

...

...

...

...

ROE

...

...

...

...

Net Debt/EBITDA

...

...

...

...

Valuation Summary

Metric

Current

Context

Forward P/E

...

vs sector/history

EV/EBITDA

...

vs sector/history

Dividend Yield

...

...

Investment Thesis

Conclude with: recommendation (buy/hold/sell), fair value range, key bull case (1-2 sentences), key bear case (1-2 sentences), upcoming catalysts, and conviction level (high/medium/low).

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