comp-sheet
Build a multi-company industry comp sheet Excel model for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.
This produces an interactive .xlsx workbook — the kind of comp sheet every analyst on a coverage team maintains. Multi-company, multi-tab, with deep operational KPIs alongside standard financials.
Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.
Follow these steps:
1. Company & Peer Setup
Look up the target company by ticker using discover_companies. Capture company_id, latest_calendar_quarter (anchor for all period calculations — see ../data-access.md Section 1.5), and latest_fiscal_quarter. Note the firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5.
Then identify 6-10 comparable companies using the same logic as the comps skill:
- Direct competitors in the same market
- Business model peers (similar revenue model)
- Size peers (similar market cap range)
- Growth profile peers (similar growth rate)
Look up all peer company_ids via Daloopa. If a peer isn't available in Daloopa, include it with market data only and note the limitation.