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!

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