competitor-analysis

competitor-analysis is a skill for Claude Code, Codex from yennanliu/InvestSkill. It costs 12 tokens per session (5,156 once invoked), scanned A, original, MIT.

A framework for studying a company’s competitive advantages, market position, competitors, and industry conditions.

In plain words
What is it for?
Use it to assess a company’s competitive moat, its strength relative to rivals, and the industry forces shaping its prospects.
Why use it?
It helps investors judge whether a company’s advantages may last and how competition could affect long-term returns.

Skill for Claude CodeCodex

Part of the us-stock-analysis plugin — 27 skills shipped together

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.

agentmods
npx agentmods add skills/yennanliu/investskill/competitor-analysis
Any agent
npx skills add yennanliu/InvestSkill --skill competitor-analysis
Clone the repo
git clone --depth 1 https://github.com/yennanliu/InvestSkill

Made for: Claude Code, Codex.

Or install us-stock-analysis, the plugin that ships this one along with the rest of its 27 skills.

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 competitor-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/yennanliu/investskill/competitor-analysis.svg)](https://agentmods.dev/skills/yennanliu/investskill/competitor-analysis)
Your own site
<a href="https://agentmods.dev/skills/yennanliu/investskill/competitor-analysis"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/competitor-analysis.svg" alt="Measured on agentmods" height="20"></a>
Per session 12 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,156 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00012 $0.05156
Opus 5 $0.00006 $0.02578
Sonnet 5 $0.00002 $0.01031
Haiku 4.5 $0.00001 $0.00516

Measured 5d ago against content hash 626c8564cded, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

competitor-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 5d 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/us-stock-analysis/skills/competitor-analysis/SKILL.md · 460 lines

How it starts

The opening of the file, as written. The whole thing — 460 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Competitor Analysis

⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

  1. Fetch current price — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
  2. Confirm key figures — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill.
  3. State your data source — note where the numbers came from (e.g., "Google Finance, June 19 2026") at the top of the output.
  4. Flag stale data explicitly — if live data is unavailable, display this warning before proceeding:

⚠️ Live data unavailable. The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.


Conduct deep competitive moat analysis to assess whether a company has a durable competitive advantage, how wide that moat is, and what the competitive dynamics of its industry mean for long-term investment returns.

Overview

Competitive analysis answers the fundamental question: "Does this company have a durable competitive advantage, and how wide is its moat?" This directly determines the appropriate valuation premium or discount vs. the sector.

A company with a wide, widening moat deserves a premium P/E and P/FCF multiple because its excess returns on capital are durable. A company with no moat, or a narrowing moat, should trade at or below sector multiples regardless of near-term earnings momentum. Understanding the moat is the single most important determinant of a stock's long-term investment return — more important than any individual quarterly earnings figure.

This skill provides a structured, repeatable framework for moat identification, industry attractiveness scoring, competitive benchmarking, and innovation positioning. Output feeds directly into /dcf-valuation (to set appropriate WACC and terminal growth rate) and /fundamental-analysis (to contextualize ROIC and margin trends).

Read the full file on GitHub · 460 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. 5d ago First seen · 460 lines · 12 tokens per session scan A 626c8564cded

Subscribe to this mod's changes

competitor-analysis is a skill published in the GitHub repository yennanliu/InvestSkill (199 stars, last pushed today), licensed MIT. It adds 12 tokens to every session and 5,156 once invoked, about $0.0001 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.