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]
---
## 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]
---
## 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]
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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.---
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
- 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)
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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!
