Stock Analysis

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!*