Value Any Company Now
Company Valuation Model Builder
DCF. Comps. Scenarios. One skill.
Get the SkillHow to Upload a Claude Skill
Features List
4
Valuation Methods
8
Excel Tabs Generated
3+3
Years: Historical + Forecast
Why Finance Teams Use This Skill to Value Companies
Live Data, One Ticker
Type a company name or ticker and the skill fetches live financial data: stock price, three years of income statement, balance sheet, and cash flow from SEC EDGAR 10-K filings, plus beta, risk-free rate, and industry comparables. No manual data entry.
Four Valuation Methods
The skill runs DCF, P/E, EV/EBITDA, Price/Book, and Dividend Discount Model valuations in parallel. The Valuation Summary tab compares all implied prices against the current market price and gives a formula-driven investment recommendation.
WACC Sensitivity Table Built In
The DCF tab includes a 5x5 WACC vs. terminal growth rate sensitivity matrix, showing the implied share price at every combination. Change any input and the entire table recalculates. No separate spreadsheet work needed.
Balance Sheet Always Ties
The skill runs six validation checks before delivering the model: balance sheet balance, cash flow reconciliation, formula integrity, circular reference check, sensitivity table linkage, and cross-sheet formula verification. Every check is documented in the Audit Trail tab.
Audit-Ready from Day One
Every formula is traceable. Blue cells are editable inputs, black cells are formulas. The Audit Trail tab records model creation date, all data sources, and any changes made. Hand it to an analyst, auditor, or investor committee without rebuilding it first.
Everything Inside AICFO-032
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Company Valuation Model Builder Skill (.skill file)
The core Claude Custom Skill. Upload once and run a full valuation model on any publicly listed company by typing its name or ticker in chat.
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Sample Output Model — Pfizer Inc. (Excel)
The completed 8-tab valuation model for Pfizer (NYSE: PFE) built from January 2025 data. Shows the full workbook structure: Model Guide, Inputs, Income Statement, Balance Sheet, Cash Flow, DCF with WACC, Valuation Summary, and Audit Trail.
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Quick-Start Guide (PDF)
Setup guide covering skill installation, how to run your first valuation, how to read the DCF output and sensitivity table, and how to adjust inputs for custom assumptions.
Five Situations Where a Fast Valuation Model Changes the Decision
M&A Target Screening
You have a list of five potential acquisition targets and a board meeting in 48 hours. The skill builds an 8-tab valuation model for each company in minutes. Compare implied upside, WACC, and EV/EBITDA across all five before the meeting opens.
Portfolio Company Review
A PE or VC-backed company is approaching a funding round or exit. Run a full DCF with three scenarios to anchor the valuation conversation. The sensitivity table shows how the implied price moves with changes in terminal growth and discount rate.
Equity Research and Coverage
You're initiating coverage on a sector and need a consistent valuation template across 10 companies. The skill produces the same 8-tab structure for every ticker — same methodology, same layout, comparable outputs.
Investment Committee Prep
The IC wants to see DCF, comps, and DDM in one place with an explicit recommendation. The Valuation Summary tab produces a formula-driven investment call (Strong Buy through Strong Sell) with supporting multiples and implied prices for all four methods.
Teaching and Training Finance Teams
Run the skill on a well-known company and use the completed model to walk junior analysts through DCF mechanics, WACC construction, and sensitivity analysis. The Audit Trail and Model Guide tabs explain every decision and data source.
What Each Tab in the Model Contains
| Tab | Name | What It Contains |
|---|---|---|
| 1 | Model Guide | Executive overview: company name, ticker, model date, current price, sheet navigation table, key assumptions summary, valuation results summary, colour coding legend (blue = inputs, black = formulas, green = links), and version history. |
| 2 | Inputs | Single source of truth for all editable assumptions: revenue growth rates, gross and operating margin targets, SG&A and D&A percentages, tax and interest rates, working capital days (DSO/DIO/DPO), CapEx, dividend payout, buyback rate, WACC components, and terminal growth rate. All forecast tabs reference this sheet. |
| 3 | Income Statement | P&L for 3 historical years plus 3 forecast years. Revenue, COGS, gross profit, operating expenses, EBIT, interest, pre-tax income, tax, net income, EPS. All forecast cells use formulas referencing the Inputs tab. |
| 4 | Balance Sheet | Assets, liabilities, and equity for 3+3 years. Working capital linked to DSO/DIO/DPO inputs. Cash used as the balancing plug. Includes a balance check row that must equal zero for every year. |
| 5 | Cash Flow | Operating, investing, and financing activities for 3+3 years. Free Cash Flow to Firm calculated as NOPAT + D&A - CapEx - change in NWC. Ending cash reconciles to the Balance Sheet cash line. |
| 6 | DCF | Full WACC calculation (cost of equity via CAPM, after-tax cost of debt, capital weights), FCFF projection and discounting, terminal value calculation (Gordon Growth Model), equity value and implied share price. Includes a 5x5 WACC vs. terminal growth sensitivity matrix. |
| 7 | Valuation Summary | Four-method comparison: DCF, P/E, EV/EBITDA, P/B, and DDM. Each method shows the implied share price and upside/(downside) vs. current price. Formula-driven investment recommendation: Strong Buy, Buy, Hold, Sell, or Strong Sell. |
| 8 | Audit Trail | Change log with columns: change number, date/time, category, location, description, rationale, and impact. Initial row documents model creation. Data sources row cites all external references used. |
Common Questions
Which companies can the skill value?Which companies can the skill value?
Can I change the WACC and growth rate assumptions?
How many valuation methods does the model use?
How does the skill get the financial data?
What if the balance sheet doesn't balance?
Can I use this for M&A valuation, not just standalone equity value?
A Full Valuation Model on Any Public Company. In One Session.
Updated for 2026. DCF, comps, DDM, and sensitivity table — live data, audit-ready output.