stock-analysis

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

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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

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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

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Output Format

# Stock Analysis Report: [TICKER]

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

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## Executive Summary

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

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

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## 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% | |

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## 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]

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## Technical Analysis

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

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

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## Risk Factors

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

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## Investment Thesis

### Bull Case
[Positive scenario]

### Bear Case
[Negative scenario]

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## Disclaimer

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

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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

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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

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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...]

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Tips for Better Results

1. Provide recent financials if available for more accurate analysis
2. Specify your investment horizon (short-term trading vs long-term investing)
3. Mention specific concerns you want me to address
4. Include peer companies for comparison analysis
5. Specify market context (bull/bear market conditions)

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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

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Built by the Claude Office Skills community. Contributions welcome!