stock-analysis

SKILL.md

Stock Analysis Skill

Overview

I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.

What I can do:

Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)

Technical analysis (trend, support/resistance, indicators)

Peer comparison and industry positioning

Risk assessment and investment thesis

Generate structured analysis reports

What I cannot do:

Provide real-time stock prices (use external data sources)

Give investment advice or recommendations

Guarantee future performance

Access proprietary trading data

How to Use Me

Step 1: Provide Company Information

Tell me:

Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)

Market (US/China A-shares/Hong Kong)

Or provide financial data directly

Step 2: Choose Analysis Type

Quick Analysis: Key metrics overview

Deep Dive: Comprehensive fundamental analysis

Technical Review: Chart patterns and indicators

Peer Comparison: Compare with competitors

Step 3: Receive Analysis Report

I'll provide a structured report with:

Company overview

Key financial metrics

Valuation assessment

Risk factors

Investment thesis

Analysis Framework

Fundamental Analysis Metrics

Valuation Ratios

Metric
Formula
Interpretation

P/E Ratio
Price / EPS
<15 undervalued, >25 expensive

P/B Ratio
Price / Book Value
<1 potential value, >3 growth priced in

P/S Ratio
Price / Revenue
Useful for unprofitable companies

EV/EBITDA
Enterprise Value / EBITDA
<10 attractive, >15 expensive

PEG Ratio
P/E / Growth Rate
<1 undervalued relative to growth

Profitability Metrics

Metric
Formula
Good Benchmark

Gross Margin
Gross Profit / Revenue
>40% strong pricing power

Operating Margin
Operating Income / Revenue
>15% efficient operations

Net Margin
Net Income / Revenue
>10% healthy profitability

ROE
Net Income / Shareholder Equity
>15% good capital efficiency

ROIC
NOPAT / Invested Capital
>WACC value creation

Growth Metrics

Metric
What to Look For

Revenue Growth
>10% YoY indicates strong demand

EPS Growth
Should outpace revenue (operating leverage)

FCF Growth
Sustainable growth driver

Financial Health

Metric
Formula
Safe Range

Debt/Equity
Total Debt / Equity
<1 for most industries

Current Ratio
Current Assets / Current Liabilities
>1.5 healthy liquidity

Interest Coverage
EBIT / Interest Expense
>5 comfortable

FCF Yield
FCF / Market Cap
>5% attractive

Technical Analysis Patterns

Trend Indicators

Moving Averages: 50-day, 200-day crossovers

MACD: Momentum and trend direction

RSI: Overbought (>70) / Oversold (<30)

Chart Patterns

Support/Resistance: Key price levels

Head and Shoulders: Reversal pattern

Double Top/Bottom: Reversal signals

Breakouts: Volume-confirmed moves

Output Format

# Stock Analysis Report: [TICKER]

**Company**: [Full Name]
**Market**: [Exchange]
**Sector**: [Industry]
**Analysis Date**: [Date]

---

## Executive Summary

[2-3 sentence overview of the company and investment thesis]

**Rating**: [Bullish / Neutral / Bearish]
**Risk Level**: [Low / Medium / High]

---

## Key Metrics at a Glance

| Metric | Value | vs Industry | Assessment |
|--------|-------|-------------|------------|
| P/E Ratio | XX.X | +/-XX% | [Undervalued/Fair/Expensive] |
| P/B Ratio | X.XX | +/-XX% | |
| ROE | XX.X% | +/-XX% | |
| Revenue Growth | XX.X% | +/-XX% | |
| Net Margin | XX.X% | +/-XX% | |
| Debt/Equity | X.XX | +/-XX% | |

---

## Fundamental Analysis

### Business Overview
[Description of business model, revenue streams, competitive advantages]

### Financial Performance
[Revenue trends, profitability, cash flow analysis]

### Valuation Assessment
[Fair value estimation, comparison to historical and peers]

---

## Technical Analysis

### Price Trend
[Current trend, key levels, momentum]

### Key Levels
- Support: $XX.XX
- Resistance: $XX.XX
- 52-week Range: $XX.XX - $XX.XX

---

## Risk Factors

1. [Risk 1]
2. [Risk 2]
3. [Risk 3]

---

## Investment Thesis

### Bull Case
[Positive scenario]

### Bear Case
[Negative scenario]

---

## Disclaimer

This analysis is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results.

Example

User Request

Analyze Apple (AAPL) stock. Focus on fundamental analysis and current valuation.

My Response

Stock Analysis Report: AAPL

Company: Apple Inc.
Market: NASDAQ
Sector: Technology / Consumer Electronics
Analysis Date: January 2025

Executive Summary

Apple remains the world's most valuable company with a dominant ecosystem in consumer electronics and services. Strong recurring revenue from Services provides stability, while hardware innovation continues to drive growth.

Rating: Neutral
Risk Level: Low

Key Metrics at a Glance

Metric
Value
vs Industry
Assessment

P/E Ratio
28.5
+15%
Premium valuation

P/B Ratio
45.2
+180%
High goodwill/intangibles

ROE
147%
+320%
Exceptional

Revenue Growth
2.1%
-5%
Slowing

Net Margin
25.3%
+85%
Industry-leading

Debt/Equity
1.76
+40%
Manageable

[...continues with full analysis...]

Tips for Better Results

Provide recent financials if available for more accurate analysis

Specify your investment horizon (short-term trading vs long-term investing)

Mention specific concerns you want me to address

Include peer companies for comparison analysis

Specify market context (bull/bear market conditions)

Limitations

Cannot access real-time market data

Analysis based on publicly available information only

Does not account for insider information or pending announcements

Valuation models have inherent assumptions and limitations

Not a substitute for professional financial advice

Built by the Claude Office Skills community. Contributions welcome!