sotp-valuation

sotp-valuation is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 39 tokens per session (1,680 once invoked), scanned A, original, Apache-2.0.

A valuation skill that estimates a company's value by valuing each business segment separately and adding the results. This approach, called sum-of-the-parts valuation, is often used for conglomerates and companies with several distinct businesses.

In plain words
What is it for?
Use it to analyse conglomerates, holding companies, or multi-segment technology firms; identify business segments; apply sector-specific comparison measures; and estimate breakup or hidden asset value.
Why use it?
A single company-wide valuation can hide differences between its businesses. Valuing segments separately helps show whether the combined parts may be worth more or less than the whole company.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the models-and-pitches plugin — 9 skills, 9 commands shipped together

Good fit Use it to analyse conglomerates, holding companies, or multi-segment technology firms; identify business segments; apply sector-specific comparison measures; and estimate breakup or hidden asset value.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/sotp-valuation
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill sotp-valuation
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install models-and-pitches, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sotp-valuation

README.md
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Your own site
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Your own site · 80×15
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Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,680 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00039 $0.01680
Opus 5 $0.00019 $0.00840
Sonnet 5 $0.00008 $0.00336
Haiku 4.5 $0.00004 $0.00168

Measured 6d ago against content hash e430f53c2b89, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

sotp-valuation scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/models-and-pitches/skills/agentii/sotp-valuation/SKILL.md · 136 lines

How it starts

The opening of the file, as written. The whole thing — 136 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sum of the Parts (SOTP) Valuation

Values each business segment independently and sums for total enterprise value. Essential for conglomerates (GE, MMM, HON), multi-segment tech (AMZN: AWS + Retail + Ads, GOOG: Search + Cloud + YouTube), and holding companies. SOTP often reveals "hidden value" when the market undervalues individual segments.

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Triggers

  • sum of the parts valuation {ticker}
  • SOTP analysis {ticker}
  • segment-based valuation {ticker}
  • breakup value {ticker}
  • conglomerate valuation {ticker}
  • parts worth more than whole {ticker}
  • segment sum of parts {ticker}
  • business segment valuation {ticker}
  • hidden asset value {ticker}
  • SOTP {ticker}

Defaults

Parameter Default Notes
segment_discovery statement_tree Use get_statement_structure for segment identification
peer_multiples sector Apply sector-appropriate multiples per segment
include_corporate true Subtract corporate overhead, net debt

Methodology

Retrieval Scope

unstructured_document_search — SOTP requires segment financials from XBRL (structured) AND segment narrative/business description from MD&A (unstructured) for appropriate multiple selection.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default lookback: 4 fiscal quarter(s); maximum: 12. The default balances recency against the trend window this analysis requires.

Tool Allowlist

Per frontmatter allowed_tools:

  • search_xbrl_facts — primary structured financial facts (is_primary default)
  • search_companies — ticker resolution + company context (entity-alias fuzzy match)
  • get_realtime_quote — latest market price for valuation cross-checks
  • search_documents — Layer 1 document discovery (page-level silver records)
  • read_source_outline — Layer 2 lightweight page map (description + keywords)
  • read_source_deep_outline — Layer 2.5a deep page map (table_titles/drivers/metrics)
  • read_source_pages — Layer 3 deep read of selected pages with table markers
  • get_statement_structure — XBRL presentation tree (concept hierarchy)

Read the full file on GitHub · 136 lines

Files

What ships with it

7 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 136 lines · 39 tokens per session scan A e430f53c2b89

Subscribe to this mod's changes

sotp-valuation is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed yesterday), licensed Apache-2.0. It adds 39 tokens to every session and 1,680 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-05.

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