comparable-company-analysis

comparable-company-analysis is a skill for Claude Code, Codex from wanxingai/LightAgent. It costs 46 tokens per session (3,032 once invoked), scanned A, original, Apache-2.0.

A workflow for comparing a publicly listed company with similar listed companies. It examines their businesses, financial results, competitors, and recent developments.

In plain words
What is it for?
Use it for competitor research, peer selection, business benchmarking, and comparisons of revenue, profit, margins, and other company measures.
Why use it?
It structures peer research in one report instead of requiring separate searches and manual comparisons.

Skill for Claude CodeCodex

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

Good fit Use it for competitor research, peer selection, business benchmarking, and comparisons of revenue, profit, margins, and other company measures.

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Install with agentmods
npx agentmods add skills/wanxingai/lightagent/comparable-company-analysis
About the project

LightAgent is a lightweight Python framework for building AI agents with tools, memory, guardrails, tracing, workflows, and collaboration between multiple agents. It supports developers who want reusable agent capabilities and OpenAI-compatible streaming interfaces.

wanxingai/LightAgent · 1,218 stars · on GitHub

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 wanxingai/LightAgent --skill comparable-company-analysis
Clone the repo
git clone --depth 1 https://github.com/wanxingai/LightAgent

Made for: Claude Code, Codex.

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README.md
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Per session 46 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,032 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 $0.00046 $0.03032
Opus 5 $0.00023 $0.01516
Sonnet 5 $0.00009 $0.00606
Haiku 4.5 $0.00005 $0.00303

Measured 9d ago against content hash 88e565b2dd66, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

comparable-company-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 9d 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.

skills/comparable-company-analysis/SKILL.md · 216 lines

How it starts

The opening of the file, as written. The whole thing — 216 lines — stays where its author put it; the contents beside it link to each section on GitHub.

可比公司分析 - 上市公司同业对标分析框架

针对目标上市公司,从业务剖析、可比公司筛选、对比分析、财务数据对比四个维度输出结构化可比公司分析报告。

输入参数

字段 是否必填 说明
目标公司 必填 如"中际旭创"、"宁德时代"、"药明康德"
分析维度 选填 如"全面分析"、"仅财务对比"、"仅业务对标",不填则默认全面分析

数据获取流程

Step 1: 业务剖析数据获取

1. 调用 yiyanxuangu MCP 获取目标公司基本信息:
   get_stock_basic_info(stock_code="目标公司代码")
   获取公司所属行业、概念板块、主营业务描述

2. 调用 yiyanxuangu MCP 获取目标公司财务数据:
   get_stock_financial_data(stock_code="目标公司代码")
   获取最新一期营收、净利润、毛利率、各业务线收入(如有)

3. 调用 万行-news API(太一数据/万行数据 MCP web_search),关键词组合:
   - "[目标公司] 业务 产品 收入 拆分" (近6个月) — 获取业务结构
   - "[目标公司] 核心竞争力 护城河" (近1年) — 获取竞争力分析
   - "[目标公司] 研报 深度 分析" (近3个月) — 获取券商研报观点

Step 2: 可比公司筛选

1. 调用 万行-news API,搜索可比公司:
   - "[目标公司] 竞争对手 可比公司" (近1年)
   - "[目标公司] 同业 竞品 对标" (近1年)
   - "[目标公司所在行业] 龙头 上市公司 排名" (近6个月)

2. 调用 yiyanxuangu MCP 验证可比公司代码:
   get_stock_basic_info(stock_code="可比公司1代码,可比公司2代码,...")
   确保所有可比公司为A股上市公司,获取最新行业分类

3. 筛选5-10家A股上市可比公司,按业务相关性排序

Step 3: 可比公司对比分析

1. 调用 万行-news API,获取各可比公司业务进展:
   - "[可比公司名] 业务 进展 订单 产能 出货量" (近6个月)
   - "[可比公司名] 新产品 新技术 客户" (近3个月)

2. 调用 yiyanxuangu MCP 获取各可比公司财务数据:
   get_stock_financial_data(stock_code="可比公司1代码,可比公司2代码,...")
   获取最新一期年度累计财务数据(营收、净利、毛利率、ROE等)

Step 4: 财务数据对比

1. 确保所有可比公司财务数据已获取,如有缺失则单独调用:
   get_stock_financial_data(stock_code="缺失公司代码")

2. 整理对比表格,包含:
   - 营收规模及增速
   - 净利润及增速
   - 毛利率、净利率
   - ROE、ROA
   - 估值指标(PE、PB)

报告模板

# [目标公司名称] 可比公司分析报告

**目标公司**:[公司全称]([股票代码])
**所属行业**:[申万/中信行业分类]
**报告类型**:可比公司分析(买方视角)
**生成时间**:[YYYY-MM-DD HH:MM]

---

## 一、业务剖析

[用一句话概括目标公司核心竞争力,如"XX公司是国内XX领域龙头,凭借XX技术/渠道/规模优势,在XX细分市场占据XX%份额。"]

**[业务板块1名称]**:[首句加粗提炼重点。包含业务当前状态(营收、占比)、核心驱动力、竞争力、市场前景等,引用数据或事实支撑。论述自然流畅,避免模板化起手式。]

**[业务板块2名称]**:[同上结构,区分成熟业务与新兴业务,但不显式标注"成熟/新兴"。]

**[业务板块3名称]**:[如有,同上。]

---

## 二、可比公司筛选

**[业务分类1]可比公司**:[首句加粗提炼重点。以直接竞争者为主,可辅以战略相似者。列出该业务线的主要A股上市竞争对手,简述竞争格局。]

**[业务分类2]可比公司**:[同上。以细分赛道对标者为主,关注产业链环节、技术及客户验证情况。]

### 可比公司表格

| 分类 | 公司名称 | 公司代码 | 可比业务 | 相关业务进展(需带业务数据或事件佐证,禁止列举财务数据) |
| ---- | -------- | -------- | -------- | -------------------------------------------------------- |
| [如"光模块"] | [公司A] | [代码] | [细分业务] | [如"其800G光模块2025年出货量达XX万只,已切入北美头部云厂商供应链"] |
| [如"光模块"] | [公司B] | [代码] | [细分业务] | [如"1.6T光模块已完成客户验证,预计2026年Q2开始批量交付"] |
| [如"光芯片"] | [公司C] | [代码] | [细分业务] | [如"EML光芯片月产能突破XX万只,良率提升至XX%"] |
| ... | ... | ... | ... | ... |

> 注:相关业务进展必须包含具体业务数据(如出货量、产能、市占率)或事件(如产品发布、客户签约、技术突破),禁止填写财务数据(如营收、利润、毛利率)。

---

## 三、可比公司对比分析

### 可比公司对比表格

| 公司名称 | 维度对比 |
| -------- | -------- |
| **[公司A]** | **业务对标**:<br>• [可比点1,如"双方在800G光模块市场占有率均位于国内前三,2025年合计份额超60%。"]<br>• [可比点2,如"均布局1.6T下一代产品,预计2026年进入量产阶段。"]<br>**竞争焦点**:<br>• [关键点1,如"目标公司在硅光技术路线上领先,而该公司在传统EML方案上成本控制更优。"] |
| **[公司B]** | **业务对标**:<br>• [可比点1]<br>• [可比点2]<br>**竞争焦点**:<br>• [关键点1] |
| **[公司C]** | **业务对标**:<br>• [可比点1]<br>• [可比点2]<br>**竞争焦点**:<br>• [关键点1] |
| ... | ... |

---

## 四、财务数据对比

### 可比公司财务对比表格

| 公司名称 | 公司代码 | 营收(亿元) | 营收增速 | 净利润(亿元) | 净利增速 | 毛利率 | 净利率 | ROE | PE(TTM) | PB |
| -------- | -------- | ------------ | -------- | -------------- | -------- | ------ | ------ | --- | --------- | -- |
| **[目标公司]** | [代码] | [数值] | [X%] | [数值] | [X%] | [X%] | [X%] | [X%] | [X] | [X] |
| [公司A] | [代码] | [数值] | [X%] | [数值] | [X%] | [X%] | [X%] | [X%] | [X] | [X] |
| [公司B] | [代码] | [数值] | [X%] | [数值] | [X%] | [X%] | [X%] | [X%] | [X] | [X] |
| [公司C] | [代码] | [数值] | [X%] | [数值] | [X%] | [X%] | [X%] | [X%] | [X] | [X] |
| ... | ... | ... | ... | ... | ... | ... | ... | ... | ... | ... |

> 注:财务数据为最新一期年度累计数据(如2025年年报或2026年Q3)。PE/PB为最新交易日数据。

### 财务对比分析

**规模对比**:[分析营收/净利润规模梯队,目标公司所处位置]

**盈利能力对比**:[分析毛利率、净利率、ROE差异及原因]

**成长性对比**:[分析营收/净利增速差异,谁更具成长弹性]

**估值对比**:[分析PE/PB估值分位,目标公司相对可比公司是溢价还是折价,是否合理]

---

## 五、综合结论

| 维度 | 结论 |
| ---- | ---- |
| **行业地位** | [目标公司在行业中的竞争地位:龙头/追赶者/细分冠军] |
| **核心优势** | [1-2个核心竞争优势] |
| **主要短板** | [1-2个相对可比公司的短板] |
| **估值判断** | [相对可比公司,当前估值是否合理/高估/低估] |
| **投资启示** | [从可比公司视角看,目标公司的投资价值与风险] |

---

**数据来源**:yiyanxuangu MCP、万行新闻(太一数据/万行数据)
**免责声明**:本报告仅供投研参考,不构成投资建议。市场有风险,投资需谨慎。

Read the full file on GitHub · 216 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. 9d ago First seen · 216 lines · 46 tokens per session scan A 88e565b2dd66

Subscribe to this mod's changes

comparable-company-analysis is a skill published in the GitHub repository wanxingai/LightAgent (1,218 stars, last pushed 4d ago), licensed Apache-2.0. It adds 46 tokens to every session and 3,032 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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