china-comps-analysis

china-comps-analysis is a skill for Claude Code from cyijun/china-financial-services. It costs 75 tokens per session (679 once invoked), scanned A, original, Apache-2.0.

A framework for comparing valuation multiples of companies listed in mainland China's A-share stock market. It standardizes the companies, dates, forecasts, financial definitions, and adjustments used in the comparison.

In plain words
What is it for?
It is for selecting comparable companies, calculating and reviewing EV/EBITDA, price-to-earnings, and price-to-book multiples, documenting exclusions, testing sensitivities, and checking the results against other valuation methods.
Why use it?
It reduces misleading comparisons caused by different accounting treatments, forecast periods, debt definitions, or poorly matched companies.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the china-model-builder plugin — 6 skills, 1 agent shipped together

Good fit It is for selecting comparable companies, calculating and reviewing EV/EBITDA, price-to-earnings, and price-to-book multiples, documenting exclusions, testing sensitivities, and checking the results against other valuation methods.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cyijun/china-financial-services/china-comps-analysis
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 cyijun/china-financial-services --skill china-comps-analysis
Clone the repo
git clone --depth 1 https://github.com/cyijun/china-financial-services

Made for: Claude Code.

Or install china-model-builder, the plugin that ships this one along with the rest of its 6 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 china-comps-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/cyijun/china-financial-services/china-comps-analysis/github.svg)](https://agentmods.dev/skills/cyijun/china-financial-services/china-comps-analysis)
Your own site
<a href="https://agentmods.dev/skills/cyijun/china-financial-services/china-comps-analysis"><img src="https://agentmods.dev/badge/skills/cyijun/china-financial-services/china-comps-analysis/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 china-comps-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/cyijun/china-financial-services/china-comps-analysis"><img src="https://agentmods.dev/badge/skills/cyijun/china-financial-services/china-comps-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 75 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 679 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.
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 $0.00075 $0.00679
Opus 5 $0.00037 $0.00340
Sonnet 5 $0.00015 $0.00136
Haiku 4.5 $0.00007 $0.00068

Measured 11d ago against content hash 5e713cb9157f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

china-comps-analysis 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 11d 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/china-model-builder/skills/china-comps-analysis/SKILL.md · 33 lines

What it actually says

A股可比公司分析

工作流

  1. 冻结as_of、股价日、财务版本、预测期间、币种和复权口径;调用a-share-research-evidence
  2. 先按业务模式、收入/利润来源、客户、价值链位置、地区和监管选同行,再比较规模、增长、利润率、ROIC、资本结构与周期阶段。
  3. 对每家公司记录纳入/排除理由。概念板块、同一申万行业或市值接近都不能单独证明可比。
  4. china-market-data获取同日价格、市值、三表和指标;一致预期若来自外部供应商,记录供应商、统计量、样本数、快照时间、离散度和FY映射。
  5. 统一EV桥、净债务、少数股东、租赁、联营投资、稀释股本、TTM/NTM和会计准则。
  6. 只在分母经济含义有效时计算倍数:亏损或接近零利润的PE保持N/M,不能用0或IFERROR(...,0)代替。
  7. 输出原始分布、中位数和四分位数;异常值先解释业务/口径原因,不因“看起来离群”自动截尾。
  8. 对选样、期间、净债务和盈利假设做敏感性,并调用a-share-valuation-triangulation解释与DCF等方法的差异。

指标规则

  • EV/EBITDA适合资本强度、折旧或杠杆差异较大的非金融企业,但不能忽略维持性资本开支。
  • PE受资本结构、税率和一次性损益影响;同时展示扣非与法定口径。
  • PB需结合可持续ROE和资产质量;金融机构优先PB-ROE/剩余收益框架。
  • ROE优先用平均权益;增长、利润率和收益率注明期间、单位和是否年化。

工作簿与检查

至少包含SourcesUniverseRaw DataAdjustmentsCompsSensitivityChecks。每个输入有来源和日期,每个计算字段由公式产生。调用xlsx-author生成并由audit-xls审计;未实际重算时不得声称公式通过。

输出

输出可比范围、排除项、口径调整、倍数分布、不可比项、敏感性、与其他方法的冲突及数据缺口。只提供分析区间,不给评级、交易或仓位动作。

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. 11d ago First seen · 33 lines · 75 tokens per session scan A 5e713cb9157f

Subscribe to this mod's changes

china-comps-analysis is a skill published in the GitHub repository cyijun/china-financial-services (19 stars, last pushed 17d ago), licensed Apache-2.0. It adds 75 tokens to every session and 679 once invoked, about $0.0004 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.