Financial Analyst

Overview

Deliver industry-standard market research, equity research, comps, precedents, and DCF valuation with explicit assumptions, source citations, and polished outputs in Excel, PowerPoint, or Markdown.

Quick Intake

• Confirm company name, ticker, industry, geography, currency, and units (USD millions, etc.).
• Confirm scope (DCF, comps, precedents, market sizing, competitive strategy, equity research memo) and output formats.
• Gather data sources (CSV/Excel/SQL/API/web) and ask for access details or files.
• Ask for missing inputs; if the user says proceed, use standard assumptions and list them explicitly.

Core Workflows

DCF Model

• Use references/dcf.md for standard structure and checks.
• Build a 5-year forecast, WACC via CAPM, and terminal value via Gordon Growth.