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/dcf — DCF Valuation

A DCF (Discounted Cash Flow) valuation answers the most fundamental question in finance: “What is this company worth based on the cash it will generate in the future?” Unlike methods that rely on what the market is currently paying for similar companies, a DCF calculates a company’s intrinsic value by projecting its future cash flows and discounting them back to today’s dollars. This command builds an institutional-quality DCF model that first runs a comparable company analysis to establish market-based benchmarks, then constructs a full DCF that uses those comps to inform key assumptions — giving you both an intrinsic value estimate and a market-based sanity check. For a deep dive into DCF concepts (time value of money, WACC, terminal value, sensitivity analysis), see the DCF Model Skill page.

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Command Syntax

/dcf [company name or ticker]
Examples: 
/dcf Apple
/dcf AAPL
/dcf "Microsoft Corporation"
If no argument is provided, Claude will ask: “What company would you like to value?”

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What It Produces

  1. Comps analysis spreadsheet (.xlsx) — Trading multiples for 4-6 comparable companies
  2. DCF model (.xlsx) — Bear/Base/Bull scenarios, WACC calculation, sensitivity tables, and valuation summary
  3. Written summary — Key drivers, how comps informed the analysis, and key risks

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Workflow

1

Gather Company Information

Provide a company name or ticker. Claude uses this to identify the subject company and begin data retrieval from available MCP sources (S&P Global, FactSet, Daloopa preferred).
2

Run Comparable Company Analysis

Claude loads the comps-analysis skill to build trading comps. This step matters because comps provide the market’s view of what similar companies are worth — a critical sanity check for the DCF.
  • Identify 4-6 comparable public companies
  • Pull operating metrics (Revenue, EBITDA, margins, growth)
  • Pull valuation multiples (EV/Revenue, EV/EBITDA, P/E)
  • Calculate statistical summary (median, 25th/75th percentiles)
3

Build DCF Model

Claude loads the dcf-model skill to construct the valuation:
  • Gather historical financials and market data
  • Build revenue projections (Bear/Base/Bull cases)
  • Model operating expenses and free cash flow
  • Calculate WACC using CAPM
  • Discount cash flows and calculate terminal value
  • Bridge to equity value and implied share price
4

Cross-Check Valuation

After the DCF is complete, Claude validates the outputs against the comps — because a DCF that implies a company trades at 30x EBITDA when its peers trade at 12x warrants scrutiny:
  • Implied EV/EBITDA vs. peer median
  • Implied P/E vs. peer median
  • Terminal value as % of EV (target: 50-70%)
  • Implied growth embedded in valuation vs. peer growth rates
5

Deliver Output

Claude delivers the comps spreadsheet, DCF model, and written summary.

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How Comps Inform the DCF

Comps OutputDCF InputWhy It Matters
Peer median EV/EBITDATerminal exit multiple rangeSets the market-based anchor for what the company might trade at in the terminal year
Peer 25th-75th EV/EBITDASensitivity analysis rangeDefines the realistic range for sensitivity testing
Peer median growth rateBenchmark for revenue assumptionsKeeps your growth projections grounded in what peers are actually achieving
Peer median EBITDA marginTarget margin in terminal yearPrevents unrealistic margin assumptions in the out-years
Peer median P/ECross-check implied P/E from DCFValidates that the DCF output is reasonable relative to the market

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How to Customize for Your Firm

Edit the DCF Model skill file to add your firm’s specific conventions: 
# Install the plugin
claude plugin install financial-analysis@financial-services-plugins
Then edit skills/dcf-model/SKILL.md to add your preferences. For example, if your firm uses a different WACC methodology: 
## Firm-Specific DCF Conventions
- Use 2-year weekly beta, not 5-year monthly
- Apply Duff & Phelps size premium
- Terminal growth rate capped at 3.0%
  • DCF Model Skill — Full Finance 101 explanation of DCF concepts, workflow details, and sensitivity table construction
  • Comps Analysis Skill — Peer selection methodology and statistical benchmarking
  • /comps Command — Run a standalone comparable company analysis