reverse-dcf

reverse-dcf is a skill for Claude Code, Codex from OpenMinis/MinisSkills. It costs 158 tokens per session (2,650 once invoked), scanned A, original, MIT.

A reverse discounted cash flow valuation tool. Discounted cash flow is a way to estimate a company's value from future cash, while reverse DCF works backward from the current share price to estimate the growth investors expect.

In plain words
What is it for?
Use it to analyze mature companies with positive cash flow, using financial statements, debt details, market value, and the current stock price.
Why use it?
It replaces arbitrary assumptions about a target price with a specific growth expectation that can be compared with the company's results.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to analyze mature companies with positive cash flow, using financial statements, debt details, market value, and the current stock price.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/openminis/minisskills/reverse-dcf
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 OpenMinis/MinisSkills --skill reverse-dcf
Clone the repo
git clone --depth 1 https://github.com/OpenMinis/MinisSkills

Made for: Claude Code, Codex.

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 reverse-dcf

README.md
[![agentmods](https://agentmods.dev/badge/skills/openminis/minisskills/reverse-dcf/github.svg)](https://agentmods.dev/skills/openminis/minisskills/reverse-dcf)
Your own site
<a href="https://agentmods.dev/skills/openminis/minisskills/reverse-dcf"><img src="https://agentmods.dev/badge/skills/openminis/minisskills/reverse-dcf/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 reverse-dcf

Your own site · 80×15
<a href="https://agentmods.dev/skills/openminis/minisskills/reverse-dcf"><img src="https://agentmods.dev/badge/skills/openminis/minisskills/reverse-dcf.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 158 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,650 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 warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium analysis-evasion · line 1
    Suspicious Unicode normalization or mixed-script content
    Fix: Review the flagged content for security risks. Ensure no credentials, secrets, or sensitive data are exposed.
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 $0.00158 $0.02650
Opus 5.5 $0.00063 $0.01060
Sonnet 5.5 $0.00032 $0.00530
Haiku 4.5 $0.00016 $0.00265

Measured 1mo ago against content hash b22b7a8e6402, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

reverse-dcf 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 1mo 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.

reverse-dcf/SKILL.md · 215 lines

How it starts

The opening of the file, as written. The whole thing — 215 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Reverse DCF: Deriving Market-Implied Expectations

Core Idea

Forward DCF: given assumptions, calculate a target price. The parameters can be adjusted arbitrarily and end up "serving the conclusion."

Reverse DCF: given the market price, back-solve the implied growth rate and translate "expensive" or "cheap" into a verifiable proposition.

The essential difference:

  • Forward DCF outputs "fair value." It is abstract, and you can always be right, but your wallet will not get any thicker.
  • Reverse DCF outputs "market expectations": specific, verifiable numbers that can be compared with reality.

Applicability

Necessary condition: base-year FCFF must be positive.

Applying a standard two-stage DCF to companies with negative FCFF, such as early-stage high-growth companies or companies in an asset-heavy expansion phase, produces meaningless results.

Alternative: use PS-implied revenue back-solving (see "Handling Special Cases" below).

Data requirements:

  • Latest complete annual report (income statement, balance sheet, and cash flow statement)
  • Current stock price/market capitalization
  • Details of interest-bearing debt (short-term borrowings, long-term borrowings, lease liabilities, etc.)
  • Risk-free rate (10-year government bond yield)
  • Industry β and ERP (Damodaran data recommended)

Practical Steps

Step 1: Determine Enterprise Value (EV)

EV = Market Capitalization + Net Debt
Net Debt = Interest-Bearing Debt - Cash and Cash Equivalents - Financial Assets Held for Trading

Notes:

  • For companies like SK Hynix that are in a "net cash" position (cash > interest-bearing debt), EV will be lower than market capitalization.
  • For A-share companies, check whether financial assets held for trading include wealth management products, which are treated as cash equivalents.
  • STAR Market companies often have large amounts of IPO or financing proceeds sitting on the balance sheet, so EV may be far lower than market capitalization.

Step 2: Calculate Base-Year FCFF (the core step and the easiest place to make mistakes)

Read the full file on GitHub · 215 lines

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. 1mo ago First seen · 215 lines · 158 tokens per session scan A b22b7a8e6402

Subscribe to this mod's changes

reverse-dcf is a skill published in the GitHub repository OpenMinis/MinisSkills (502 stars, last pushed 2d ago), licensed MIT. It adds 158 tokens to every session and 2,650 once invoked, about $0.0006 per session on Opus 5.5. 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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