Public Company Fundamental Analysis

Problem

Writing public-company research reports often fails less because data are missing than because definitions drift: financial analysis and consensus forecasts mix net income and net income attributable to parent, currencies are blended, segment profit is estimated when not disclosed, and stale consensus periods are left in forecasts. This distorts YoY growth, PE, and valuation conclusions.

How the skill works

The skill produces a structured HTML fundamentals dashboard for A-share, HK, and US-listed companies. Key steps include:
- Company and market identification: confirm name, ticker, exchange, and industry classification.
- Data collection: prefer westock-mcp for quotes, financial statements, valuation, consensus, and shareholder data; use WebFetch for announcements, annual reports, and news, while maintaining a sources registry.
- Financial analysis: cover 5-year income statements, revenue/profit mix, core metrics, DuPont decomposition, and red-flag checks; keep net income attributable to parent as the primary basis and label currency.
- Valuation analysis: output PE/PB/PS/PEG, peers, historical percentiles, DCF, and rolling 12-month dynamic PE for forecasts.
- Industry, governance, and catalysts: connect industry chain, key customers, geopolitical risk, dividends, buybacks, lockups, and report dates into the conclusion.

Boundaries

It is useful for research drafts and structured dashboards, not investment advice. If segment profit is not disclosed, it is hidden rather than invented. Cross-currency, cross-market, and fiscal-year differences must be explicit. Consensus forecasts are aggregate and are not broken down by institution.