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# Phase 141: Comparable Company Analysis — COMPLETE ✅ **Build Date:** February 25, 2026 **Status:** Done **Lines of Code:** 536 ## 📊 Overview Automated comparable company analysis system that generates comprehensive valuation tables with EV/EBITDA, P/E ratios, profitability margins, growth metrics, and leverage ratios for any sector. Built using Yahoo Finance (yfinance) for real-time fundamental data. ## 🎯 Features Delivered ### 1. Company Metrics (`comp-metrics`) - **Valuation Multiples:** P/E, Forward P/E, Trailing P/E, PEG, EV/EBITDA, P/S, P/B, EV/Revenue - **Profitability:** Gross Margin, Operating Margin, Net Margin, ROE, ROA - **Growth:** Revenue Growth, Earnings Growth, Quarterly Growth Rates - **Leverage:** Debt/Equity, Current Ratio, Quick Ratio, Total Debt, Cash - **Fundamentals:** Revenue, Net Income, EBITDA, Free Cash Flow, Shares Outstanding ### 2. Comps Table Generation (`comps-table`) - Generate comparison tables for multiple tickers - Automatic calculation of summary statistics (mean, median, min, max) - Key metrics compared: - Valuation multiples (P/E, EV/EBITDA, P/S, P/B) - Profitability margins (Gross, Operating, Net, ROE) - Growth rates (Revenue, Earnings) - Leverage metrics (D/E, Liquidity Ratios) ### 3. Peer Comparison (`comp-compare`) - Compare target company to peer group - Auto-detect peers from predefined sector groups - Relative positioning analysis: - Value vs peer mean & median - Percentage deviation from peers - Valuation, Profitability, and Growth comparison ### 4. Sector Analysis (`comp-sector`) - Analyze all companies in a sector - Aggregate statistics across sector - Market cap filtering - Supported sectors: - Technology, Semiconductors, Cloud/SaaS - Banks, Pharma, Automotive - Retail, Energy, Utilities, Aerospace, Fintech ### 5. Peer Groups (`peer-groups`) - 12 predefined peer groups with curated ticker lists - Groups: MEGACAP_TECH, CLOUD_SAAS, SEMICONDUCTORS, BANKS, PHARMA, AUTOMOTIVE, etc. ## 📂 Files Created/Modified ### New Files 1. **`modules/comparable_companies.py`** (536 LOC) - Core comparable company analysis logic - Yahoo Finance integration via yfinance - Peer group management - Valuation metrics calculation ### Modified Files 2. **`cli.py`** - Added `comparable_companies` module registration - Commands: `comp-metrics`, `comps-table`, `comp-compare`, `comp-sector`, `peer-groups` 3. **`mcp_server.py`** - Imported comparable companies functions - Added 5 MCP tools: - `comps_company_metrics` - `comps_generate_table` - `comps_compare_to_peers` - `comps_sector_analysis` - `comps_peer_groups` - Handler methods for each tool 4. **`src/app/roadmap.ts`** - Phase 141 status: `planned` → `done` - Added LOC: 536 ## 🧪 Testing ### CLI Commands Tested ```bash # 1. List all peer groups python3 cli.py peer-groups # 2. Get metrics for single company python3 cli.py comp-metrics AAPL # 3. Generate comps table python3 cli.py comps-table AAPL MSFT GOOGL # 4. Compare to peers python3 cli.py comp-compare AAPL --peers MSFT GOOGL # 5. Sector analysis python3 cli.py comp-sector semiconductors ``` ### Test Results ✅ All 5 commands working correctly ✅ Real-time data from Yahoo Finance ✅ Summary statistics calculated accurately ✅ Peer comparison showing relative positioning ✅ Sector analysis with aggregate stats ### Example Output (AAPL vs MSFT, GOOGL) **Valuation Comparison:** - AAPL P/E: 34.49 vs Peer Mean: 29.18 (+18.2%) - AAPL EV/EBITDA: 26.28 vs Peer Mean: 22.53 (+16.6%) - AAPL P/S: 9.18 vs Peer Mean: 9.33 (-1.6%) ## 📊 Data Sources - **Yahoo Finance (yfinance):** Primary source for all metrics - Fundamentals: Income statement, balance sheet, cash flow - Valuation multiples: Real-time P/E, EV/EBITDA calculations - Growth metrics: YoY and QoQ growth rates - No API key required ## 🏗️ Architecture ### Function Hierarchy ``` get_peer_group(ticker) → Find sector peers ↓ get_company_metrics(ticker) → Fetch all metrics for one company ↓ generate_comps_table(tickers) → Build comparison table + stats ↓ compare_to_peers(ticker, peers) → Relative analysis vs peers ↓ sector_analysis(sector) → Aggregate sector analysis ``` ### Peer Group System - **Predefined Groups:** 12 curated sector groups - **Auto-Detection:** Matches ticker to appropriate group - **Custom Peers:** Override with explicit peer list - **Extensible:** Easy to add new sectors/groups ## 🎯 Use Cases 1. **Investment Banking:** Comps tables for M&A and IPO valuation 2. **Equity Research:** Peer valuation benchmarking 3. **Portfolio Management:** Relative value screening 4. **Corporate Finance:** Strategic planning and benchmarking 5. **Investor Relations:** Peer comparison for earnings presentations ## 🔄 Integration ### MCP Tools Available All 5 tools exposed via MCP server for agent use: - `comps_company_metrics` - `comps_generate_table` - `comps_compare_to_peers` - `comps_sector_analysis` - `comps_peer_groups` ### CLI Integration Fully integrated into main CLI dispatcher: ```bash python3 cli.py [command] [args] ``` ## 📈 Metrics Breakdown ### Valuation (8 metrics) - P/E (Forward, Trailing), PEG - EV/EBITDA, EV/Revenue - Price/Sales, Price/Book ### Profitability (5 metrics) - Gross Margin, Operating Margin, Net Margin - ROE, ROA ### Growth (4 metrics) - Revenue Growth (Annual, Quarterly) - Earnings Growth (Annual, Quarterly) ### Leverage (5 metrics) - Debt/Equity - Current Ratio, Quick Ratio - Total Debt, Total Cash ### Fundamentals (5 metrics) - Revenue, Net Income, EBITDA - Free Cash Flow, Shares Outstanding ## 🎓 Key Learnings 1. **Yahoo Finance Reliability:** yfinance provides comprehensive fundamental data with good coverage 2. **Peer Group Curation:** Predefined groups work well for major sectors; could expand to 50+ groups 3. **Statistical Measures:** Mean/median provide good baseline for comparison 4. **Command Naming:** Needed unique prefixes (`comp-*`) to avoid conflicts with other modules ## 🚀 Future Enhancements Potential additions (not in scope for Phase 141): - [ ] Automatic peer discovery via sector/industry classification - [ ] Historical comps table trends (TTM, LTM, NTM) - [ ] DCF-based intrinsic valuation alongside multiples - [ ] Export to Excel/PDF comps table formats - [ ] Integration with SEC XBRL for more accurate fundamentals - [ ] Percentile ranking within peer group - [ ] Custom metric definitions (industry-specific ratios) ## ✅ Completion Checklist - [x] Created `modules/comparable_companies.py` (536 LOC) - [x] Added CLI commands to `cli.py` - [x] Added MCP tools to `mcp_server.py` - [x] Updated `roadmap.ts` (Phase 141: planned → done, loc: 536) - [x] Tested all 5 CLI commands - [x] Verified real-time data from Yahoo Finance - [x] Created test script (`test_phase_141.sh`) - [x] Documentation complete --- **Phase 141: COMPLETE** 🎉 **Next Phase:** Phase 142 - DCF Valuation Engine