# Analyze Company Fundamentals with Longbridge

Company research often requires combining financial statements, valuation data, and business context. This skill organizes Longbridge data into structured fundamental analysis with clear sources and limitations.

## Install

```bash
npx skillstore add longbridge/longbridge-fundamentals
```

## Metadata

- Status: approved
- Slug: longbridge-longbridge-fundamentals
- Version: 1.0.0
- Author version: 1.0.0
- Skillstore revision: r3
- Version status: not\_bumped
- Tree hash: 34dd2c2ba82abdcf009a6bb72103d26b158a3b3eb03c4e2b4893e934546b005f
- Author: longbridge
- GitHub username: longbridge
- License: MIT
- Repository: https://github.com/longbridge/skills/tree/main/skills/longbridge-fundamentals
- Ref: 656be3040aef5c047555a908cd5c695d22a4a548
- Supported tools: Claude, Codex, Claude Code
- Audit status: complete
- Agent install advisory: allowed
- Manual install advisory: allowed
- Artifact signature: available
- Audit attestation: unavailable
- Human verification: not\_verified
- Risk factors: env\_access, external\_commands
- Quality score: 77
- Quality tier: bronze
- Public page: https://skillstore.pages.dev/skills/longbridge-longbridge-fundamentals
- Manifest: https://skillstore.pages.dev/api/skills/longbridge-longbridge-fundamentals/manifest

## Capabilities

- Retrieves income statements, balance sheets, and cash flow data for supported market symbols.
- Compares PE, PB, PS, dividend yield, and valuation ranks across companies and industries.
- Explains business segments and evaluates revenue concentration, growth, and market position.
- Builds DCF analyses and applies PE-Band, PB-ROE, EV-EBITDA, DDM, and SOTP frameworks.
- Reviews dividends, corporate actions, operating data, company profiles, and executive information.
- Applies value screening and behavioral finance frameworks to public market data.

## Use Cases

- Review a Company: Create a sourced overview of financial performance, business segments, valuation, dividends, and company details.
- Compare Peer Valuations: Compare valuation multiples, growth, profitability, and industry percentile ranks for several public companies.
- Prepare Research Briefs: Produce structured company briefs with reporting periods, calculations, source labels, and risk notes.

## Prompt Templates

### Summarize Financials

```
Summarize the latest financial statements for {symbol}. Highlight revenue, profit, cash flow, debt, and the reporting period. Cite each Longbridge source.
```

### Compare Companies

```
Compare {symbol_one}, {symbol_two}, and {symbol_three}. Cover PE, PB, ROE, revenue growth, and major business segments. Explain the reporting periods.
```

### Assess Valuation

```
Assess {symbol} using historical and industry valuation. Compare PE, PB, PS, and dividend yield. Explain premiums, percentiles, caveats, and data sources.
```

### Build a Fundamental Report

```
Prepare a fundamental report for {symbol}. Analyze statements, segment concentration, growth drivers, industry position, DCF assumptions, valuation, and company-specific risks. Cite periods and sources.
```

## Limitations

- Longbridge CLI or compatible MCP access is required for current market data.
- Operating review data is limited to Hong Kong stocks.
- Results depend on Longbridge coverage, reporting periods, and symbol accuracy.
- Analysis is informational and does not provide personalized investment advice.

## Best Practices

- Provide a market-qualified symbol and specify annual, semiannual, or quarterly periods.
- Request source labels, retrieval times, and reporting periods for every important figure.
- Treat valuation outputs as research inputs and verify assumptions before making decisions.

## Anti Patterns

- Do not mix figures from different reporting periods without explaining the difference.
- Do not treat low valuation multiples as proof that a company is undervalued.
- Do not request personalized trading instructions or guaranteed return predictions.

## Security Audit

- Audited at: 2026-08-08T09:34:54.583\+00:00
- Summary: All 45 static findings are false positives caused by Markdown formatting, CLI documentation, percentile terminology, and multilingual financial prose. No prompt injection, hidden payload, unsafe shell interpolation, environment access, or system reconnaissance was found.

## Stats

- Views: 0
- Downloads: 15
- Favorites: 0
- Popularity score: 0