batch-market-cap
Batch Market Cap
Retrieve market capitalization data for multiple companies in a single query using the Octagon MCP server.
Prerequisites
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Workflow
1. Prepare Company List
Compile the list of ticker symbols you want to analyze (e.g., AAPL, MSFT, GOOGL).
2. Execute Query via Octagon MCP
Use the octagon-agent tool with a natural language prompt:
Retrieve market capitalization data for the following companies: <TICKER1>, <TICKER2>, <TICKER3>.
MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve market capitalization data for the following companies: AAPL, MSFT, GOOG."
}
}
3. Expected Output
The agent returns a structured table with market cap data:
| Company | Ticker | Market Cap (USD) | Source |
|---|---|---|---|
| Apple | AAPL | $2.99986 trillion | Octagon Companies Agent |
| Microsoft | MSFT | $3.143 trillion | Companies Market Cap |
| Alphabet | GOOGL | $2.00018 trillion | Octagon Companies Agent |
Data Sources: octagon-companies-agent, octagon-financials-agent, octagon-web-search-agent
4. Interpret Results
See references/interpreting-results.md for guidance on:
- Comparing market caps across companies
- Understanding size categories
- Analyzing relative valuations
- Tracking market cap changes
Example Queries
Basic Batch Query:
Retrieve market capitalization data for the following companies: AAPL, MSFT, GOOG.
Sector Comparison:
Get market caps for tech giants: AAPL, MSFT, GOOGL, AMZN, META, NVDA.
Portfolio Analysis:
What are the market capitalizations of TSLA, F, GM, and RIVN?
Industry Comparison:
Compare market caps of major banks: JPM, BAC, WFC, C, GS.
Index Components:
Get market caps for the top 10 S&P 500 companies by weight.
International Comparison:
Compare market caps of AAPL, SMSN.IL (Samsung), TSM, and ASML.
Market Cap Categories
Size Classifications
| Category | Market Cap Range |
|---|---|
| Mega-cap | >$200 billion |
| Large-cap | $10B - $200B |
| Mid-cap | $2B - $10B |
| Small-cap | $300M - $2B |
| Micro-cap | $50M - $300M |
| Nano-cap | <$50M |
Category Characteristics
| Category | Typical Traits |
|---|---|
| Mega-cap | Market leaders, global reach, stable |
| Large-cap | Established, diversified, moderate growth |
| Mid-cap | Growth potential, less coverage |
| Small-cap | Higher growth, higher volatility |
| Micro-cap | Speculative, limited liquidity |
Comparative Analysis Framework
Peer Comparison
| Analysis | Purpose |
|---|---|
| Absolute Size | Rank by market cap |
| Relative Size | Ratio to peers |
| Size Distribution | Concentration analysis |
| Historical Rank | Position changes |
Industry Context
| Comparison | What It Shows |
|---|---|
| vs. Industry Leader | Distance from top |
| vs. Industry Median | Above/below average |
| vs. Sector Total | Market share proxy |
Valuation Implications
| Scenario | Interpretation |
|---|---|
| Higher market cap, lower revenue | Premium valuation |
| Lower market cap, higher revenue | Discount valuation |
| Similar market cap, different earnings | P/E differential |
Use Cases
Portfolio Allocation
| Use | Description |
|---|---|
| Concentration Analysis | Largest holdings by cap |
| Diversification Check | Size mix across holdings |
| Rebalancing | Adjust for cap changes |
Competitive Analysis
| Use | Description |
|---|---|
| Market Leadership | Largest in industry |
| Relative Positioning | Size vs. competitors |
| Growth Comparison | Cap changes over time |
Screening
| Use | Description |
|---|---|
| Size Filter | Include/exclude by cap |
| Category Selection | Target specific sizes |
| Index Eligibility | Meets cap requirements |
Market Cap Calculations
Basic Formula
Market Cap = Share Price × Shares Outstanding
Factors Affecting Market Cap
| Factor | Impact |
|---|---|
| Price Change | Direct proportional effect |
| Share Buybacks | Reduces shares, concentrates value |
| New Issuance | Dilutes if price doesn't rise |
| Stock Splits | No effect (price adjusts) |
Fully Diluted Market Cap
| Component | Description |
|---|---|
| Basic Shares | Currently outstanding |
| Options | Employee stock options |
| Warrants | Convertible instruments |
| Convertibles | Convertible debt/preferred |
Data Considerations
Source Variations
| Factor | Consideration |
|---|---|
| Timing | Real-time vs. delayed data |
| Currency | USD conversion rates |
| Share Count | Basic vs. diluted |
| Updates | Frequency of refresh |
Handling Discrepancies
| Issue | Approach |
|---|---|
| Different sources | Note the variance |
| Different dates | Use consistent timing |
| Currency mix | Convert to single currency |
| Missing data | Flag unavailable items |
Analysis Tips
-
Use consistent data: Same source/date for fair comparison.
-
Consider context: Industry norms for market cap.
-
Track changes: Market cap shifts over time.
-
Combine with fundamentals: P/E, P/S for valuation context.
-
Watch for outliers: Investigate unusual sizes.
-
Global perspective: Different markets, different scales.
Integration with Other Skills
| Skill | Combined Use |
|---|---|
| stock-quote | Market cap + current price |
| income-statement | Market cap vs. revenue/earnings |
| financial-metrics-analysis | Valuation multiples |
| analyst-estimates | Market cap vs. price targets |