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

1. Provide recent financials if available for more accurate analysis
2. Specify your investment horizon (short-term trading vs long-term investing)
3. Mention specific concerns you want me to address
4. Include peer companies for comparison analysis
5. 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!