Ratio analysis
Claude Code pack for financial analysts: data-integrity (citation), SEC/FINRA disclaimer, projection-labeling & MNPI/PII guardrails + skills for statement analysis, ratios, DCF/comps valuation, modeling, earnings, forecasting & FP&A, loops & review agents. Not investment advice.
npx -y skills add m-binimran/finance-pack --skill ratio-analysisAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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Compute and interpret financial ratios - liquidity, profitability, leverage, efficiency, and valuation - with trends and peer context. Use when assessing financial health or comparing to peers.
SKILL.md
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ratio-analysis
Ratios in isolation mean little - read them over time and vs. peers, and know the formula.
Categories (show the formula + inputs)
- Liquidity: current ratio, quick ratio.
- Profitability: gross/operating/net margin, ROE, ROA, ROIC.
- Leverage/solvency: debt/equity, net debt/EBITDA, interest coverage.
- Efficiency: asset turnover, inventory days (DIO), receivables days (DSO), payables days (DPO), cash conversion cycle.
- Valuation: P/E, EV/EBITDA, P/S, P/B, FCF yield, PEG.
Process
- Pull the input figures from the filings (sourced). 2. Compute each ratio - show numerator/denominator.
- Trend over 3-5 years. 4. Compare to peers/industry. 5. Interpret: what's improving/deteriorating and why.
Output
- A ratio table (value, formula inputs, 3-5yr trend, peer/industry context) + interpretation of the standouts.
Guardrails
- Show the formula + sourced inputs (
data-integrity); state GAAP vs adjusted, TTM vs FY (accuracy-precision). - Re-check the arithmetic; a wrong ratio misleads.