Agent skill · Business & Finance

finance

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.

majiayu000github.com/majiayu000GitHub ↗
claude-codeMIT
Install
npx skills add majiayu000/claude-skill-registry --skill finance-travisjneuman-claude-2 --agent claude-code

Same command for any agent — swap --agent for codex, cursor, copilot.

Facts
Files in the skill folder: 2
SKILL.md size: 12 KB
Bundled scripts: none
Path: skills/analysis/finance-travisjneuman-claude-2/SKILL.md
Open the folder on GitHub →
Where it comes from
Stars: 534
Language: HTML

Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.

From the SKILL.md

# Financial Analysis Expert Comprehensive financial frameworks for modeling, valuation, and corporate finance decisions. ## Financial Statement Analysis ### DuPont Analysis (5-Factor) Decompose ROE into operational drivers: ``` ROE = Net Profit Margin x Asset Turnover x Equity Multiplier Extended (5-Factor): ROE = (EBIT/Sales) x (Sales/Assets) x (Assets/Equity) x (EBT/EBIT) x (NI/EBT) = Operating Margin x Asset Turnover x Leverage x Interest Burden x Tax Burden ``` ### Key Financial Ratios | Category | Ratio | Formula | Benchmark | | ----------------- | ----------------- | ------------------------------------ | -------------------- | | **Profitability** | Gross Margin | Gross Profit / Revenue | Industry specific | | | Operating Margin | EBIT / Revenue | 15-25% (varies) | | | Net Margin | Net Income / Revenue | 10-20% (varies) | | | ROIC | NOPAT / Invested Capital | > WACC | | | ROE | Net Income / Equity | 15-20%+ | | **Liquidity** | Current Ratio | Current Assets / Current Liabilities | 1.5-2.0x | | | Quick Ratio | (CA - Inventory) / CL | 1.0x+ | | | Cash Ratio | Cash / Current Liabilities | 0.2-0.5x | | **Leverage** | Debt/Equity | Total Debt / Total Equity | < 1.0x | | | Debt/EBI

What's inside
Steps it walks through
  1. Financial Statement Analysis
  2. DuPont Analysis (5-Factor)
  3. Key Financial Ratios
  4. Cash Flow Analysis
  5. Valuation Methodologies
  6. Discounted Cash Flow (DCF)
  7. DCF Model Template
  8. Comparable Company Analysis
  9. Precedent Transaction Analysis
  10. Sum-of-the-Parts (SOTP)
  11. Leveraged Buyout (LBO) Analysis
  12. LBO Model Structure
  13. LBO Returns Framework
  14. Value Creation Sources
Ships with 1 file
  • metadata.json
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About this skill
What does the finance skill do?

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.

How do I install it?

Run `npx skills add majiayu000/claude-skill-registry --skill finance-travisjneuman-claude-2 --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.

Where does this skill come from?

From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.

Is a popular skill a good skill?

Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.

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