AgentSkillsCN

Fundamental Analysis

基本面分析

SKILL.md

Fundamental Analysis Skill

Analyze USA stocks using fundamental metrics, financial statements, and valuation methods.

Capabilities

Financial Metrics

  • •Valuation: P/E, P/S, P/B, EV/EBITDA, PEG ratio
  • •Profitability: Gross margin, operating margin, net margin, ROE, ROA, ROIC
  • •Growth: Revenue growth, EPS growth, earnings surprise history
  • •Financial Health: Debt/Equity, Current ratio, Quick ratio, Interest coverage
  • •Efficiency: Asset turnover, Inventory turnover, DSO

Financial Statements

  • •Income Statement analysis
  • •Balance Sheet review
  • •Cash Flow Statement breakdown
  • •Year-over-year comparisons
  • •Quarter-over-quarter trends

Valuation Methods

  • •DCF (Discounted Cash Flow) analysis
  • •Comparable company analysis
  • •Dividend discount model (for dividend stocks)
  • •Sum-of-parts valuation

Quality Assessment

  • •Earnings quality analysis
  • •Cash flow vs earnings comparison
  • •Management effectiveness
  • •Competitive moat evaluation

Usage

code
/fundamental AAPL        # Full fundamental analysis
/fa MSFT valuation       # Valuation metrics only
/fa GOOGL financials     # Financial statement summary
/fa JNJ dividend         # Dividend analysis
/fa NVDA growth          # Growth metrics

Data Sources

  • •SEC EDGAR filings (10-K, 10-Q, 8-K)
  • •Earnings reports and transcripts
  • •Analyst estimates and revisions
  • •Industry comparisons

Output Format

Reports include:

  1. •Company Overview: Business description and sector
  2. •Valuation Summary: Key ratios vs industry/market
  3. •Financial Health: Balance sheet strength
  4. •Growth Profile: Historical and projected growth
  5. •Quality Score: Overall fundamental rating
  6. •Fair Value Estimate: Intrinsic value range

Disclaimer

Fundamental analysis represents one perspective on stock valuation. This is not financial advice. Always conduct your own research.