stock-analysis

name stock-analysis description Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics. version 1.0.0 author claude-office-skills license MIT category finance tags ["stock","analysis","investment","fundamental","technical"] department Finance/Investment models {"recommended":["claude-sonnet-4","claude-opus-4"],"compatible":["claude-3-5-sonnet","gpt-4","gpt-4o"]} mcp {"server":"office-mcp","tools":["read_xlsx","create_xlsx","create_chart","analyze_spreadsheet"]} capabilities ["fundamental_analysis","technical_analysis","valuation_metrics","peer_comparison","risk_assessment"] languages ["en","zh"] related_skills ["dcf-valuation","financial-modeling","company-research"] 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!