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/comps — Comparable Company Analysis

Comparable company analysis (often just called “comps”) is the most intuitive valuation method in finance: find companies similar to your target and see what the market is paying for them. If Salesforce trades at 25x EBITDA and your target company has similar growth and margins, then maybe your target should trade at a similar multiple. Comps provide a market-based valuation anchor that complements intrinsic methods like DCF. This command builds an institutional-grade comps sheet in Excel with operating metrics, valuation multiples, and statistical benchmarking — the standard deliverable that investment banking analysts produce for deal teams, IC presentations, and client pitches. For a deep dive into comps methodology (peer selection, multiples interpretation, industry-specific metrics), see the Comps Analysis Skill page.

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Command Syntax

/comps [company name or ticker]
Examples: 
/comps Salesforce
/comps CRM
/comps "enterprise software"
If no argument is provided, Claude will ask: “What company would you like to analyze?”

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What It Produces

  1. Excel file (.xlsx) — The comps analysis with operating statistics, valuation multiples, and statistical summary
  2. Written summary — Peer group rationale, key insights, and median multiples

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Workflow

1

Clarify the Analysis Purpose

Claude asks key questions because a comps sheet for an IC presentation looks different from one for a quick reference. This step ensures the right level of detail.
2

Identify Peer Group

Claude selects 4-6 comparable companies based on similar business model, scale, industry, and geography. Good peer selection is the foundation of useful comps.
3

Gather Data

Using available MCP sources (S&P Global, FactSet, Daloopa preferred), Claude pulls operating metrics and valuation data for each peer.
4

Build the Analysis

Operating Statistics section with company data and statistical summary (Max, 75th, Median, 25th, Min), plus Valuation Multiples section with the same statistical treatment.
5

Deliver Output

Excel file and written summary highlighting peer group rationale and key insights.

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Industry-Specific Metrics

IndustryAdditional Metrics
Software/SaaSARR, Net Dollar Retention, Rule of 40
RetailSame-store sales, Inventory Turns
FinancialsROE, ROA, Efficiency Ratio
ManufacturingAsset Turnover, CapEx/Revenue
HealthcareR&D/Revenue, Pipeline Value

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How to Customize for Your Firm

# Install the plugin
claude plugin install financial-analysis@financial-services-plugins
Edit skills/comps-analysis/SKILL.md to add firm-specific peer selection rules, preferred metrics, or formatting conventions.
  • Comps Analysis Skill — Full Finance 101 explanation, methodology, formula patterns, and best practices
  • /dcf Command — Build a DCF that uses comps to inform assumptions