# Build Financial Valuation Models

Financial modeling requires consistent assumptions, valuation logic, and sensitivity testing. This skill helps Claude, Codex, and Claude Code create structured DCF models and scenario analyses.

## Install

```bash
npx skillstore add anthropics/creating-financial-models
```

## Metadata

- - Slug: anthropics-creating-financial-models
- - Version: 1.0.0
- - Author: anthropics
- - GitHub username: anthropics
- - License: MIT
- - Repository: https://github.com/anthropics/claude-cookbooks/tree/main/skills/custom\_skills/creating-financial-models
- - Ref: main
- - Supported tools: Claude, Codex, Claude Code
- - Risk level: safe
- - Quality score: 80
- - Quality tier: silver
- - Public page: https://skillstore.pages.dev/skills/anthropics-creating-financial-models
- - Manifest: https://skillstore.pages.dev/api/skills/anthropics-creating-financial-models/manifest

## Capabilities

- Builds DCF models with projected free cash flows and terminal value calculations.
- Calculates WACC from risk-free rate, beta, market premium, debt cost, and capital structure.
- Creates one-way and two-way sensitivity analyses for valuation drivers.
- Ranks key assumptions with tornado analysis outputs.
- Compares best, base, and worst case scenarios with probability-weighted results.
- Generates concise valuation summaries from completed model results.

## Use Cases

- Investment Analyst Valuation: Create a DCF model and test valuation sensitivity to WACC, growth, and margin assumptions.
- Founder Fundraising Model: Translate operating assumptions into projected cash flows and valuation ranges for investor discussions.
- Corporate Strategy Scenario Review: Compare strategic scenarios with probability weights and expected valuation outcomes.

## Prompt Templates

### Create a Basic DCF

```
Build a five-year DCF model for this company using the attached revenue, EBITDA, capex, working capital, and tax assumptions.
```

### Test Key Assumptions

```
Run sensitivity analysis on the DCF model for WACC, terminal growth, EBITDA margin, and revenue growth. Summarize the largest value drivers.
```

### Compare Scenarios

```
Create best, base, and worst case scenarios with probability weights. Show enterprise value, equity value, and expected value for each case.
```

### Audit a Valuation Model

```
Review this financial model for assumption consistency, valuation logic, sensitivity coverage, and decision risks. Recommend specific improvements.
```

## Limitations

- It depends on user-provided assumptions and financial data quality.
- It does not retrieve live market data or company filings.
- It is not a substitute for professional investment, tax, or accounting advice.
- It does not create Excel files directly from the included scripts.

## Best Practices

- Provide clean historical financials before asking for valuation outputs.
- Document every major assumption and its source.
- Use sensitivity and scenario analysis before relying on a single valuation.

## Anti Patterns

- Do not treat default assumptions as market evidence.
- Do not use the model output as investment advice without expert review.
- Do not compare scenarios unless their assumptions are clearly defined.

## Security Audit

- - Safe to publish: true
- - Audited at: 2026-06-28T10:35:16.428\+00:00
- - Summary: Static findings were reviewed in context and dismissed as false positives. The flagged Markdown backticks identify script filenames, the weak-crypto alert is the DCF acronym, and the reconnaissance alerts are arithmetic in a binary search routine.

## Stats

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- - Downloads: 12
- - Favorites: 0
- - Popularity score: 0