stock-earnings-quality-review

stock-earnings-quality-review is a skill for Claude Code from johnqtcg/awesome-skills. It costs 147 tokens per session (3,186 once invoked), scanned A, original, MIT.

An equity-research review of whether a US-listed company's reported profit is supported by cash generation and healthy operations. It examines earnings, cash flow, spending on assets, revenue collection, margins, and shareholder returns.

In plain words
What is it for?
Use it to assess cash conversion, free-cash-flow trends, the nature of capital spending, revenue quality, margin direction, and operating leverage before valuation work.
Why use it?
It helps identify when accounting profit is not turning into cash or when growth is hiding weakening margins, rising receivables, or excessive expansion spending.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to assess cash conversion, free-cash-flow trends, the nature of capital spending, revenue quality, margin direction, and operating leverage before valuation work.

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Install with agentmods
npx agentmods add skills/johnqtcg/awesome-skills/stock-earnings-quality-review
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 johnqtcg/awesome-skills --skill stock-earnings-quality-review
Clone the repo
git clone --depth 1 https://github.com/johnqtcg/awesome-skills

Made for: Claude Code.

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 stock-earnings-quality-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-earnings-quality-review/github.svg)](https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-earnings-quality-review)
Your own site
<a href="https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-earnings-quality-review"><img src="https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-earnings-quality-review/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 stock-earnings-quality-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-earnings-quality-review"><img src="https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-earnings-quality-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 147 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,186 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 $0.00147 $0.03186
Opus 5 $0.00073 $0.01593
Sonnet 5 $0.00029 $0.00637
Haiku 4.5 $0.00015 $0.00319

Measured 12d ago against content hash 0a54a1f5f4be, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

stock-earnings-quality-review 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 12d ago.

The scan reads SKILL.md. This mod also ships 2 executable files (scripts/run_regression.sh, scripts/tests/test_skill_contract.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/stock-earnings-quality-review/SKILL.md · 204 lines

How it starts

The opening of the file, as written. The whole thing — 204 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Stock Earnings Quality Review

Purpose

Read the income statement, cash-flow statement, and selected MD&A passages with the eye of an analyst who trusts cash over accruals. Surface the most common quality red flags: net income that doesn't convert to cash, capex understated as "maintenance" while it's really expansion, receivables ballooning faster than revenue, gross margins eroding under cover of revenue growth, operating leverage that runs in reverse. Output a structured Findings set; do NOT draw the verdict — orchestrator does that.

When To Use

  • Orchestrator dispatches earnings-quality review (always-on in Standard / Strict depth).
  • User asks about "earnings quality", "is the profit real", "cash conversion", "operating leverage", "margin trend".
  • A pre-cursor to valuation — you cannot trust forward earnings until you've tested the quality of trailing earnings.

When NOT To Use

  • Balance sheet leverage / liquidity / goodwill → stock-balance-sheet-review
  • Business model / customer concentration → stock-business-review
  • Management capital allocation → stock-management-review
  • Competitive moat / market share → stock-industry-review
  • DCF, multiples, target price → orchestrator's synthesis step

Mandatory Gates

1) Execution Integrity Gate

You must read the cash flow statement from the most recent 10-K and the latest 10-Q. If neither is in the manifest, return SKIPPED (no cash flow data).

2) Multi-Period Gate

A single quarter or single year is noise. Compare ≥3 years of annual data (10-K plus historicals from manifest's financial-history.json if present). Trend matters more than level.

3) Sector-Aware Gate

A 20% gross margin is normal for retail and catastrophic for software. Identify the sector from the business-review's classification (or from 10-K SIC code in the manifest) before scoring margin levels.

4) Non-GAAP Discipline Gate

Where the company reports both GAAP and non-GAAP, always check the reconciliation. If SBC, restructuring, or amortization is excluded from "Adjusted EBITDA", surface it — these are real costs.

Read the full file on GitHub · 204 lines

Files

What ships with it

3 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. 12d ago First seen · 204 lines · 147 tokens per session scan A 0a54a1f5f4be

Subscribe to this mod's changes

stock-earnings-quality-review is a skill published in the GitHub repository johnqtcg/awesome-skills (30 stars, last pushed yesterday), licensed MIT. It adds 147 tokens to every session and 3,186 once invoked, about $0.0007 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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