Business Model Decoder Skill
Data Dependencies and Pre-execution Requirements
It is recommended to use Wind's
to obtain underlying data. Before execution, check if
is already available locally; if not, prompt the user to install it:
bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee Mirror (Domestic China)
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
Skill Positioning
This skill is used to clearly explain how a company "operates, makes profits, expands, and where it is prone to problems". The focus of the output is not to repeat the company profile, but to compress complex business into understandable modules, allowing users to quickly establish an understanding of revenue sources, cost structures, growth drivers, and constraints.
Execution Process
Step 1: First define the core problem the company solves
First answer two basic questions:
- Who does this company provide value to, and what value does it provide
- Why are customers willing to pay for it
If these two points cannot be clearly explained, it indicates that the subsequent business analysis is not solid enough.
Step 2: Break down the revenue engine
Split the company's revenue in the most explanatory way, common dimensions include:
- Product lines
- Customer types
- Regions
- Pricing models
- One-time revenue vs recurring revenue
Focus on explaining which segment is the core cash cow, which is the growth engine, and which is just a marginal business.
Step 3: Explain the cost structure and profit formation method
In addition to "where revenue comes from", it is also necessary to explain "how profits are retained". Key points to focus on:
- What are the main costs and expense items
- Which costs will be diluted with scale growth, and which will not
- Whether profit margin improvement depends on price increases, efficiency, product structure, or market prosperity
- Whether there is pressure from high capital expenditure, inventory, or accounts receivable
Only in this way can we understand the quality of the business model, rather than just looking at surface revenue.
Step 4: Sort out growth drivers and expansion paths
Clarify which paths the company's future growth usually depends on:
- Increase in the number of customers
- Increase in customer unit price
- Improvement in penetration rate
- Expansion into new categories or new regions
- M&A integration or channel expansion
At the same time, point out the natural upper limit of growth and expansion thresholds, avoiding treating linear extrapolation as inevitable.
Step 5: Identify vulnerabilities in the business model
Test the business model from the reverse side, focusing on identifying:
- Dependence on a single customer, single channel, or single product
- Dependence on policies, raw materials, subsidies, or external market prosperity
- The links that are most likely to be damaged first when competition intensifies
- Which variable is most likely to distort the profit model
Step 6: Output a retellable business explanation draft
Ultimately, the company's business should be presented as a structured explanation that ordinary investors or team members can quickly retell, including:
- What exactly it relies on to make money
- Why this model is effective currently
- Which variable should be watched most next to verify it
Output Structure
Business Model Breakdown of {Stock Name} ({YYYY-MM-DD})
I. Explain How the Company Makes Profits in One Sentence
{One-sentence explanation of what the company sells, to whom, and how it makes profits}
II. Business Module Breakdown
| Module | Customer/Demand | Revenue Source | Value Contribution | Current Role |
|---|
| {Module 1} | {Description} | {Description} | {Description} | {Core/Growth/Marginal} |
| {Module 2} | {Description} | {Description} | {Description} | {Core/Growth/Marginal} |
III. How Profits Are Formed
- Main Profit Source: {Explanation}
- Key Cost/Expense Items: {Explanation}
- Key Variables for Profit Margin Changes: {Explanation}
IV. Growth Engine and Expansion Paths
- {Growth Path 1}
- {Growth Path 2}
- {Growth Path 3}
V. Most Vulnerable Parts of the Business Model
- {Vulnerability 1}
- {Vulnerability 2}
- {Vulnerability 3}
VI. Key Variables to Track Next
- Most Important Variable: {Variable}
- Verification Method: {Explanation}
- Failure Signal: {Explanation}
Quality Requirements
- Must explain the business in plain language, do not pile up jargon and historical evolution.
- Focus on clarifying the revenue engine, profit mechanism, and expansion path, rather than generally introducing the industry.
- Must clearly explain both advantages and vulnerabilities, avoid one-sided packaging.
- For the breakdown of complex companies, prioritize retaining the modules with the strongest explanatory power, do not pursue comprehensiveness.
- The final content should allow readers unfamiliar with the company to quickly repeat the core logic.