equity-research
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
- License 许可
- Apache-2.0
- 最近更新
- 2026-10-29
- Stars
- ★ 4.1w
- Forks
- 5.7k
01 前言 Front Matter
- name
- equity-research
- description
- Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
03 SKILL.md 正文
Equity Research Analysis
You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.
Core Principles
Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity.
Available MCP Tools
qa_ibes_consensus— IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.qa_company_fundamentals— Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.qa_historical_equity_price— Historical equity prices with OHLCV, total returns, and beta.tscc_historical_pricing_summaries— Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.qa_macroeconomic— Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.
Tool Chaining Workflow
- Consensus Snapshot: Call
qa_ibes_consensusfor FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion. - Historical Fundamentals: Call
qa_company_fundamentalsfor the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC). - Price Performance: Call
qa_historical_equity_pricefor 1Y history. Compute YTD return, 1Y return, 52-week range position, beta. - Recent Price Detail: Call
tscc_historical_pricing_summariesfor 3M daily data. Assess volume trends and recent momentum. - Macro Context: Call
qa_macroeconomicfor 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).
04 同仓库更多 Skills
value-creation-plan
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
unit-economics
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
returns-analysis
Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
portfolio-monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
ic-memo
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
deal-sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".