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rgourleyrgourley/quant-garage/skills/valuation-sanity-check/SKILL.md

valuation-sanity-check

Skill7 starsChanged 4 months agoLicence not identifiedView on GitHub

Sanity-check an internal analyst valuation thesis against the live peer set. Input the target price, assumed revenue growth, assumed EBITDA margin, and horizon; the skill pulls the current name, builds the peer cohort, computes target-implied multiples vs the peer 25-75 band, compares the growth and margin assumptions to the peer distribution, runs a simplified reverse-DCF, and emits either a single-point fair-value estimate or a full fair-value distribution (--mc flag) as a one-page sell-side flash note answering "is this target defensible or has the model drifted from reality." Use when a banker, PM, or analyst is stress-testing a price target or pitch-deck valuation. Requires Stocks Starter.

  • Reads credentials

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 1 is distinctive, and 2 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

The licence could not be identified — read it at the source. We count its rules but don't quote them. Read them on GitHub.

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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