本文へ移動
cccskills
無料GitHub で公開

company-compare-same-definitions

Use when asked to compare two annual reports, put two companies from the same sector side by side, or check whether two companies' adjusted numbers mean the same thing. Takes two uploaded annual reports from one sector and compares them on five ratios computed with identical definitions from audited figures, flagging every place the companies define a metric differently. Produces a page-referenced comparison table, a definitions-differ section (adjusted vs statutory, inside vs outside the audited statements), and three questions to ask before believing either company's highlights. Educational, not financial advice.

インストール方法を見る

含まれるファイル(1)

  • SKILL.md7.3 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

Company Compare, Same Definitions Skill

Two companies never define "adjusted" the same way. This skill throws both companies' own ratios away, recomputes five from the audited statements with one formula each, and lists every place the two reports mean different things by the same word.

What This Skill Produces

  • A definitions block: five ratios, one formula each, applied identically to both reports
  • A comparison table with a page reference for every input from both reports
  • A definitions-differ section: every metric the two companies define differently
  • Three questions a beginner should ask before believing either company's highlights

Required Inputs

  • Two uploaded annual report PDFs. Hard requirement: if fewer than two are attached, ask and stop.
  • Same sector. Confirm from each report's own business description (p. N). If the sectors differ, say so, state that the ratios will not be comparable, and proceed only if the learner insists; keep the warning at the top of the artifact.
  • Optional: which five ratios, if the learner has a preference (default: the sector menu below).

Example Trigger Phrases

  • "Compare these two annual reports on the same basis"
  • "Both companies say their margin is 20% — is that the same 20%?"
  • "Put these two retailers side by side using the same ratios"
  • "Which of these two reports should I trust more, and why?"

Hard Rules

  1. Every figure carries (p. N) and names the company. A figure without both is a defect.
  2. Never use a company's own reported ratio. Recompute from audited figures. If an input is missing for either company, the ratio row reads "not computable — [input] not disclosed in [Company] report".
  3. One formula per ratio, written once, applied to both. If the companies' year-ends, currencies, or accounting standards differ, state it in the alignment block and compare ratios, never absolute amounts.
  4. Every metric that appears in both companies' highlights under the same or similar name must be checked for definitional difference and listed, whether or not it is one of the five.
  5. No buy, sell, valuation, or "better company" opinion. "More transparent about definitions" is allowed when tied to pages.

Sector Ratio Menu

Choose the set matching the confirmed sector; write the formula exactly as used.

  • Industrial / consumer: gross margin; statutory operating margin; net debt (incl. leases) ÷ EBITDA; cash conversion = free cash flow ÷ operating profit; receivable days.
  • Software / SaaS: revenue growth; gross margin; statutory operating margin; free cash flow margin; deferred revenue growth vs revenue growth.
  • Bank: CET1 ratio; net interest margin; cost-to-income; loan-to-deposit; return on tangible equity.
  • Retail: gross margin; inventory days; net debt (incl. leases) ÷ EBITDA; cash conversion; capex ÷ revenue.
  • Property / REIT: loan-to-value; interest cover; dividend ÷ cash earnings; change in NAV per share; admin costs ÷ rental income.

Free cash flow, wherever used, is the skill's definition (cash from operations − capex − lease principal), never either company's.

Output Format

Same-Definitions Comparison: [Company A] vs [Company B], [sector]

Alignment — four fixed lines: year-ends (p. N / p. N); currencies; accounting standards (IFRS / US GAAP / other) (p. N / p. N); any restatement of prior-year figures in either report (p. N) or "none disclosed".

Definitions used — five lines, Ratio = numerator ÷ denominator, each naming the exact statement line used for each input.

Comparison table

Ratio[A] inputs (pages)[A] result[B] inputs (pages)[B] resultGapNote

Note holds only: a not-computable reason, a classification difference that affects the input, or "—".

Where the definitions differ — one row per metric that both companies present, five columns:

Metric (as each names it)[A] definition (page)[B] definition (page)Audited status A / BWhat the difference does to the comparison
e.g. Adjusted EBITDA / Underlying EBITDAexcludes restructuring, SBC (p. 34)excludes restructuring only (p. 41)Outside / OutsideA's figure is flattered by SBC exclusion of £X (p. 34)

Audited status takes Inside or Outside per company: Inside if the figure appears on a page the audit opinion covers. Include at minimum: the profit measure each highlights, the cash measure each highlights, and any growth figure (organic, like-for-like, constant currency).

Three questions before believing either company's highlights — exactly three, each ending with the page on which the answer should live for each company, or "not disclosed" for the one that omits it. They must cover: (1) what each company removed to get from statutory to its headline profit; (2) whether the highlighted cash figure is the skill's free cash flow or something more generous; (3) whether the growth figure survives on a statutory, reported-currency basis.

End verbatim: "Educational, not financial advice. Decisions with real money belong with a regulated adviser."

Quality Checks

  • Two reports uploaded and the sector confirmed from both, with pages — pass/fail
  • Every ratio uses one written formula applied to both companies — pass/fail
  • No company-reported ratio appears in the comparison table — pass/fail
  • Every input cell for both companies carries a page — pass/fail
  • Every missing input yields a not-computable row naming the company and input — pass/fail
  • The definitions-differ table covers the highlighted profit, cash, and growth measures of both companies — pass/fail
  • Every definitions-differ row states the effect on the comparison with an amount or "not quantifiable from the report" — pass/fail
  • Exactly three questions, each with a page or not-disclosed marker per company — pass/fail
  • No "better company", "cheaper", or "safer" language — pass/fail
  • The disclaimer line is the final line, verbatim — pass/fail

Anti-Patterns

  • Do not compare absolute amounts across different currencies or year lengths
  • Do not accept either company's free cash flow definition, even if both claim the same name
  • Do not average, blend, or "adjust for comparability" — flag the difference and leave both figures as computed
  • Do not omit a metric from the definitions-differ table because the two definitions look similar; similar is not identical
  • Do not rank the companies

Related Skills in This Bundle

annual-report-tutor (learn one report first), audited-boundary-check (inside/outside for one report in depth), profit-to-cash-walk (the FCF definition used here), investing-vocabulary-explainer.

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

同じリポジトリのスキル

概要と使いどころ

Design a 360-degree feedback survey or write a structured 360 feedback report. Use when asked to build a 360 feedback process, write 360 feedback for a colleague, design a feedback survey, or produce a feedback report. Produces either a complete survey instrument with rating scales and open-ended questions, or a structured narrative feedback report with themes, strengths, and development areas.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

Decode a 401k or workplace retirement plan — the real cost of its funds, the match's fine print, vesting math, and the plan features worth using or avoiding. Use when someone asks 'is my 401k any good', 'decode my 401k plan', 'which funds should I look at', or 'what fees am I paying'. Produces a fee decode in dollars-over-time, match and vesting math, a fund-lineup triage by cost, and the questions for HR or the plan administrator.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

Design statistically rigorous A/B tests for product features, UI changes, onboarding flows, and pricing experiments. Use when asked to set up an experiment, design an A/B test, calculate sample size, or interpret test results. Produces a complete test plan with hypothesis, variant definitions, sample size, duration estimate, guardrail metrics, and a results interpretation guide.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

Analyse a finished A/B test and write the readout — the result, whether it's statistically and practically significant, what it means, and the ship/no-ship call. Use when asked to analyse experiment results, write an A/B test readout, interpret test data, or decide whether to ship a variant. Produces a clear verdict with the lift and confidence, segment cuts, the risks (peeking, novelty, sample), and a recommendation. Distinct from planning a test — this reads results.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

Build or tailor an academic CV for faculty, postdoc, research or fellowship applications: publications, grants, teaching, supervision and service in the order the field expects, with consistent citations. Use when asked to write my academic CV, update my CV for a lectureship, tenure-track or postdoc application, format my publications list, or adapt my academic CV for an industry research role. Produces the full academic CV, a field-appropriate section order, a clean publications list in one citation style, and a two-page summary version when asked.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

Generate a WCAG 2.2 accessibility audit checklist and remediation suggestions for any UI or design. Use when asked to audit for accessibility, check WCAG compliance, review a design for a11y issues, or create an accessibility remediation plan. Produces a prioritised checklist with pass/fail assessments and specific fixes.

日本語の概要は準備中です。原文の説明を表示しています。

mohitagw15856/pm-claude-skills1,4412026年10月13日 更新

mohitagw15856 のスキルをすべて見る

このスキルの問題を報告する