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stock-analysis

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

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9 months ago
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1 Oct 2026
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Data Analysis
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Skill instructions

Rendered from the published SKILL.md, 248 lines.

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]

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## Executive Summary

[2-3 sentence overview of the company and investment thesis]

**Rating**: [Bullish / Neutral / Bearish]
**Risk Level**: [Low / Medium / High]

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Show the whole skill (128 more lines)

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.


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## 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

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## 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

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## 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...]

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## 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)

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## 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

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*Built by the Claude Office Skills community. Contributions welcome!*