Valuation Snapshot 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 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
Skill Positioning
This skill is used to quickly answer "whether this stock is roughly expensive or not" and explain the market expectations behind its expensiveness or cheapness. The focus of the output is not to build a complete valuation model, but to form a preliminary judgment on the current odds using appropriate valuation calibers, historical quantiles, and peer comparisons within a limited time.
Execution Process
Step 1: Confirm the Applicable Valuation Perspective
First determine which valuation caliber is more suitable for observing the company. Common ones include:
- Profit-driven companies: focus on profit multiples
- High-growth or companies with unstable profits: focus on revenue multiples
- Companies with obvious asset attributes: focus on net assets or replacement value
- Companies with obvious cyclical attributes: focus on boom position and central valuation
If the company is in a special stage, it should be clearly stated that traditional valuation calibers may be distorted.
Step 2: Extract Current Valuation Level and Historical Range
Collect current valuation indicators and judge them against historical coordinates as much as possible:
- Whether it is currently at a historical high, medium, or low position
- Whether there is a significant premium or discount compared to several key stages in the past
- Whether the current valuation has significantly deviated from the speed of its own operational changes
If historical data is affected by extreme events, it should be explained separately and cannot be used mechanically.
Step 3: Add Peer and Industry References
Valuation judgment cannot only rely on its own history, but also needs to consider relative positions:
- Valuation differences between leading and second-tier companies in the same industry
- Common reasons for the market to give premiums or discounts
- Whether the current position of the company reasonably reflects its competitive status, growth quality, and risk structure
If it is a theme stock or a highly volatile stock, pay attention to the short-term distortion of valuation caused by emotional factors.
Step 4: Explain the Expectation Requirements Behind "Valuation Position"
Truly useful valuation judgment is not the "high/low multiple" itself, but:
- How strong growth and profit improvement assumptions are implied by the current price
- Which conditions need to be fulfilled in the future for the current valuation to be justified
- Which variables, if missed, will most easily lead to valuation compression
This step requires reconnecting valuation with operational variables.
Step 5: Judge Trigger Factors for Revaluation or De-valuation
List the factors most likely to change the valuation level in the future, such as:
- Financial reports exceeding or falling short of expectations
- Improvement or deterioration of business structure
- Changes in industry boom trends
- Policy, financing, and market style switches
Help users understand that valuation is not a static number, but the result of dynamic expectations.
Step 6: Output Concise Conclusions and Usage Suggestions
Finally give clear answers to:
- Where the current valuation of this stock roughly stands
- Whether this position is reasonable, high, or low
- Whether it is more suitable to continue observing, pay attention on dips, or wait for stronger fulfillment before approaching
Output Structure
Valuation Snapshot of {Stock Name} ({YYYY-MM-DD})
I. Valuation Conclusion
- Current Valuation Judgment: {Undervalued / Reasonable / Overvalued}
- Historical Position: {Low / Medium / High}
- Relative Position Among Peers: {Discounted / Close / Premium}
II. Core Valuation Table
| Dimension | Current Situation | Interpretation |
|---|
| Main Valuation Caliber | {Indicator} | {Why It's Applicable} |
| Current Level | {Value} | {Explanation} |
| Historical Quantile | {Position} | {Explanation} |
| Peer Comparison | {Result} | {Explanation} |
III. What Expectations Are Implied by the Current Price
- {Expectation 1}
- {Expectation 2}
- {Expectation 3}
IV. Why There Is a Premium or Discount
Reasons for Premium/Discount
Unreasonable Points
- {Unreasonable Point 1}
- {Unreasonable Point 2}
V. Key Triggers for Future Valuation Changes
- Conditions Conducive to Revaluation: {Conditions}
- Risks Leading to De-valuation: {Conditions}
VI. Usage Suggestions
- Suitable Actions: {Continue Observing / Wait for Verification / Focus on Tracking}
- Key Variables to Monitor: {Variable}
Quality Requirements
- Choose the correct valuation caliber before discussing whether it's high or low; do not mechanically apply a single multiple.
- Valuation conclusions must be linked back to operations and expectations; do not stay at the surface of numbers.
- When comparing with history and peers, clarify the caliber and boundaries to avoid misleading comparisons.
- If the company is in an abnormal stage, clearly point out the limitations of valuation references.
- The output should serve "odds judgment" instead of writing valuation as an isolated math problem.