valuation-methods

valuation-methods is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 42 tokens per session (1,534 once invoked), scanned A, original, Apache-2.0.

A framework for company valuation using methods such as discounted cash flow (DCF), price-to-earnings, enterprise-value-to-EBITDA, and price-to-book comparisons.

In plain words
What is it for?
It helps analyze valuation methods, gather information from company filings, review up to three years of history, and optionally compare peers.
Why use it?
It organizes the assumptions and financial records needed to estimate a company's value and compare it with similar companies.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the agentii-equity-agent plugin — 9 skills, 1 agent shipped together

Good fit It helps analyze valuation methods, gather information from company filings, review up to three years of history, and optionally compare peers.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/valuation-methods
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 valuation-methods
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install agentii-equity-agent, the plugin that ships this one along with the rest of its 9 skills, 1 agent.

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 valuation-methods

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/valuation-methods/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/valuation-methods)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/valuation-methods"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/valuation-methods/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for valuation-methods

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/valuation-methods"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/valuation-methods.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 42 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,534 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 $0.00042 $0.01534
Opus 5 $0.00021 $0.00767
Sonnet 5 $0.00008 $0.00307
Haiku 4.5 $0.00004 $0.00153

Measured today against content hash d496f11adb21, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

valuation-methods 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 today.

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/agent-plugins/agentii-equity-agent/skills/agentii/valuation-methods/SKILL.md · 128 lines

How it starts

The opening of the file, as written. The whole thing — 128 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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

  • analyze dim valuation methods
  • run dim valuation methods analysis
  • produce dim valuation methods report
  • dim valuation methods breakdown
  • dim valuation methods deep dive
  • build a dim valuation methods
  • assess dim valuation methods
  • quantify dim valuation methods
  • compare dim valuation methods across peers
  • review dim valuation methods for
  • generate dim valuation methods on
  • dim valuation methods for investment decision

Defaults

Parameter Default Notes
lookback_years 3 Historical data window
include_peers false Whether to surface a peer comparison block

Methodology

Retrieval Scope

This skill performs unstructured document search at scale (10-K, 10-Q, 8-K filings and earnings call transcripts spanning multiple fiscal periods). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.

Retrieval Strategy

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

Temporal Scope

Default: 4 fiscal quarters (max 8). Valuation methods: trailing 4 quarters for current multiples and DCF inputs

Tool Allowlist

See frontmatter allowed_tools.

Protocol

Step-by-step execution detail is in references/methodology.md.

TIER SHARE Workflow: For structured valuation method selection and equity research workflow, apply the institutional consensus framework in references/tier-methodology.md. SHARE (Select→Historical→Adjust→Range→Evaluate) provides the method-selection logic matching business model to valuation approach. TIER (Target→Identify→Ensure→Review) is the standard equity research workflow, now CFA Institute Level II curriculum (2024).

Read the full file on GitHub · 128 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. today Changed · +1 lines d496f11adb21
  2. 5d ago Changed · +5 lines 9b61b913ee54
  3. 10d ago First seen · 122 lines · 42 tokens per session scan A 5e90c2d75888

Subscribe to this mod's changes

valuation-methods is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (203 stars, last pushed yesterday), licensed Apache-2.0. It adds 42 tokens to every session and 1,534 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 2026-08-30.

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