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.
Produce a valuation summary, sensitivity table, and assumptions table.
Use
```
assets/templates/dcf-model-template.md
```
as a starting layout if a template helps.

Comparable Companies

Use
```
references/comps.md
```
for peer selection and table fields.
Build a comps table with key operating metrics and trading multiples.
Call out outliers and justify adjustments or exclusions.
Use
```
assets/templates/comps-template.csv
```
for the table skeleton.

Precedent Transactions

Use
```
references/precedents.md
```
for deal filters and table fields.
Build a precedents table with deal values, premiums, and transaction multiples.
Note deal context (strategic vs. financial buyer, control premium, timing).

Use

assets/templates/precedents-template.csv

for the table skeleton.

Market Research

Use
```
references/market-research.md
```
for market sizing and structure.
Provide TAM/SAM/SOM with both top-down and bottom-up triangulation when possible.
Cite sources and state any conversions or extrapolations.

Use

assets/templates/market-research-template.md

for the memo layout.

Competitive Strategy and Key Competitors

Use
```
references/competitive-strategy.md
```
for frameworks and output structure.
Identify direct, adjacent, and substitute competitors with brief rationale.
Assess differentiation, moats, pricing power, and distribution advantages.

Use

assets/templates/competitive-strategy-template.md

for the memo layout.

Equity Research Memo

Use
```
references/equity-research.md
```
for the memo structure.
Present a clear thesis, valuation summary, catalysts, and risks.
Keep conclusions linked to data and comps/DCF outputs.
Use
```
assets/templates/er-memo-template.md
```
as a starting outline.

Output Standards

Provide an assumptions table for every model or valuation.
Include units, currency, and as-of dates on every table.
Keep formulas transparent in Excel outputs and document key drivers in Markdown.
Provide a slide outline when PowerPoint is requested via
```
assets/templates/ppt-outline.md
```
.

Resource Index

References:

references/dcf.md

references/comps.md

references/precedents.md

references/market-research.md

references/competitive-strategy.md

references/equity-research.md

Assets:

assets/templates/dcf-model-template.md

assets/templates/comps-template.csv

assets/templates/precedents-template.csv

assets/templates/market-research-template.md

assets/templates/competitive-strategy-template.md

assets/templates/er-memo-template.md

assets/templates/ppt-outline.md

Financial Analyst

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Financial Analyst

Overview

Quick Intake

Core Workflows

DCF Model

Comparable Companies

Precedent Transactions

Market Research

Competitive Strategy and Key Competitors

Equity Research Memo

Output Standards

Resource Index

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