equity-research
Verifiedby anthropics · Updated Apr 16, 2026
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
See It In Action
I've reviewed the project files — the skill definition, meeting brief, acceptance criteria, and report template. I don't have access to the MCP financial data tools (qa_ibes_consensus, qa_company_fundamentals, etc.) referenced in the skill file, so I'll build the note using the template and clearly flag every data point that couldn't be sourced from a live tool pull. Let me generate the report now.
The investor note is ready at NVDA_Investor_Note_2026-04-14.md. Here's what it covers and what to know before the meeting:
What's in the note
| Section | Coverage |
|---|---|
| 1. Consensus Estimates | FY1/FY2 EPS, Revenue, EBITDA, DPS ranges with analyst count & dispersion estimates. Flags where consensus is fragile (hyperscaler capex, China). |
| 2. Financials Summary | 3-year trend table (FY2024–FY2026): revenue, margins, ROE, ROIC, leverage. Highlights fortress balance sheet and exceptional returns on capital. |
| 3. Price Action | 1Y performance context (YTD, 1Y return, 52-wk range, beta ~1.7) plus 3M momentum & volume read. |
| 4. Macro Backdrop | GDP, CPI, Fed Funds, unemployment, PMI — assessed as neutral with mild headwind on multiples. |
| 5. Valuation | Forward P/E ~26x (illustrative), EV/EBITDA ~20–25x. Premium to semis, discount to own history. |
| 6. Investment Thesis | Buy on pullbacks / Hold. Fair value $130–$160. Bull/bear cases, catalysts (Q1 earnings, hyperscaler capex, China rules, Blackwell Ultra). Medium-High conviction. |
⚠️ Critical caveat for the meeting
The MCP data tools were not available in this environment, so every number is an analyst approximation. Before presenting:
- Refresh the current NVDA price and plug it into the Forward P/E formula
- Pull live IBES consensus for exact FY1/FY2 EPS and revenue
- Confirm macro readings (especially latest Fed rate and CPI print)
The structure, narrative, and thesis framing are ready to go — just update the point estimates from your terminal.
External Tools
| Tool | Type |
|---|---|
| ibes | mcp |
| company-fundamentals | mcp |
| historical-equity-price | mcp |
| historical-pricing-summaries | mcp |
| macroeconomic | mcp |
Permissions
| Scope | Description |
|---|---|
| network:outbound |
SKILL.md
Equity Research Analysis
You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.
Core Principles
Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity.
Available MCP Tools
qa_ibes_consensus— IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.qa_company_fundamentals— Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.qa_historical_equity_price— Historical equity prices with OHLCV, total returns, and beta.tscc_historical_pricing_summaries— Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.qa_macroeconomic— Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.
Tool Chaining Workflow
- Consensus Snapshot: Call
qa_ibes_consensusfor FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion. - Historical Fundamentals: Call
qa_company_fundamentalsfor the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC). - Price Performance: Call
qa_historical_equity_pricefor 1Y history. Compute YTD return, 1Y return, 52-week range position, beta. - Recent Price Detail: Call
tscc_historical_pricing_summariesfor 3M daily data. Assess volume trends and recent momentum. - Macro Context: Call
qa_macroeconomicfor GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind. - Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.
Output Format
Consensus Estimates
| Metric | FY1 | FY2 | # Analysts | Dispersion |
|---|---|---|---|---|
| EPS | ... | ... | ... | ...% |
| Revenue (M) | ... | ... | ... | ...% |
| EBITDA (M) | ... | ... | ... | ...% |
Financials Summary
| Metric | FY-2 | FY-1 | FY0 (LTM) | Trend |
|---|---|---|---|---|
| Revenue (M) | ... | ... | ... | ... |
| Gross Margin | ... | ... | ... | ... |
| Operating Margin | ... | ... | ... | ... |
| ROE | ... | ... | ... | ... |
| Net Debt/EBITDA | ... | ... | ... | ... |
Valuation Summary
| Metric | Current | Context |
|---|---|---|
| Forward P/E | ... | vs sector/history |
| EV/EBITDA | ... | vs sector/history |
| Dividend Yield | ... | ... |
Investment Thesis
Conclude with: recommendation (buy/hold/sell), fair value range, key bull case (1-2 sentences), key bear case (1-2 sentences), upcoming catalysts, and conviction level (high/medium/low).
FAQ
What does equity-research do?
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
When should I use equity-research?
Use it when you need a repeatable workflow that produces text report.
What does equity-research output?
In the evaluated run it produced text report.
How do I install or invoke equity-research?
Ask the agent to use this skill when the task matches its documented workflow.
Which agents does equity-research support?
Agent support is inferred from the source, but not explicitly declared.
What tools, channels, or permissions does equity-research need?
It uses ibes, company-fundamentals, historical-equity-price, historical-pricing-summaries, macroeconomic; channels commonly include text; permissions include network:outbound.
Is equity-research safe to install?
Static analysis marked this skill as low risk; review side effects and permissions before enabling it.
How is equity-research different from an MCP or plugin?
A skill packages instructions and workflow conventions; tools, MCP servers, and plugins are dependencies the skill may call during execution.
Does equity-research outperform not using a skill?
About equity-research
When to use equity-research
When evaluating a public company and comparing consensus expectations to fundamentals. When building a buy/hold/sell view with supporting financial and market context. When preparing a quick research note on a stock with macro backdrop included.
When equity-research is not the right choice
When you need trade execution, portfolio rebalancing, or order management. When researching private companies or situations without market/consensus data.
What it produces
Produces text report.