Add community skills, agents, system prompts from 22+ sources
Community Skills (32): - jat: jat-start, jat-verify, jat-complete - pi-mono: codex-cli, codex-5.3-prompting, interactive-shell - picoclaw: github, weather, tmux, summarize, skill-creator - dyad: 18 skills (swarm-to-plan, multi-pr-review, fix-issue, lint, etc.) - dexter: dcf valuation skill Agents (23): - pi-mono subagents: scout, planner, reviewer, worker - toad: 19 agent configs (Claude, Codex, Gemini, Copilot, OpenCode, etc.) System Prompts (91): - Anthropic: 15 Claude prompts (opus-4.6, code, cowork, etc.) - OpenAI: 49 GPT prompts (gpt-5 series, o3, o4-mini, tools) - Google: 13 Gemini prompts (2.5-pro, 3-pro, workspace, cli) - xAI: 5 Grok prompts - Other: 9 misc prompts (Notion, Raycast, Warp, Kagi, etc.) Hooks (9): - JAT hooks for session management, signal tracking, activity logging Prompts (6): - pi-mono templates for PR review, issue analysis, changelog audit Sources analyzed: jat, ralph-desktop, toad, pi-mono, cmux, pi-interactive-shell, craft-agents-oss, dexter, picoclaw, dyad, system_prompts_leaks, Prometheus, zed, clawdbot, OS-Copilot, and more
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uroma
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skills/community/dexter/dcf/SKILL.md
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skills/community/dexter/dcf/SKILL.md
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---
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name: dcf-valuation
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description: Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.
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---
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# DCF Valuation Skill
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## Workflow Checklist
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Copy and track progress:
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```
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DCF Analysis Progress:
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- [ ] Step 1: Gather financial data
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- [ ] Step 2: Calculate FCF growth rate
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- [ ] Step 3: Estimate discount rate (WACC)
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- [ ] Step 4: Project future cash flows (Years 1-5 + Terminal)
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- [ ] Step 5: Calculate present value and fair value per share
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- [ ] Step 6: Run sensitivity analysis
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- [ ] Step 7: Validate results
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- [ ] Step 8: Present results with caveats
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```
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## Step 1: Gather Financial Data
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Call the `financial_search` tool with these queries:
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### 1.1 Cash Flow History
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**Query:** `"[TICKER] annual cash flow statements for the last 5 years"`
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**Extract:** `free_cash_flow`, `net_cash_flow_from_operations`, `capital_expenditure`
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**Fallback:** If `free_cash_flow` missing, calculate: `net_cash_flow_from_operations - capital_expenditure`
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### 1.2 Financial Metrics
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**Query:** `"[TICKER] financial metrics snapshot"`
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**Extract:** `market_cap`, `enterprise_value`, `free_cash_flow_growth`, `revenue_growth`, `return_on_invested_capital`, `debt_to_equity`, `free_cash_flow_per_share`
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### 1.3 Balance Sheet
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**Query:** `"[TICKER] latest balance sheet"`
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**Extract:** `total_debt`, `cash_and_equivalents`, `current_investments`, `outstanding_shares`
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**Fallback:** If `current_investments` missing, use 0
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### 1.4 Analyst Estimates
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**Query:** `"[TICKER] analyst estimates"`
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**Extract:** `earnings_per_share` (forward estimates by fiscal year)
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**Use:** Calculate implied EPS growth rate for cross-validation
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### 1.5 Current Price
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**Query:** `"[TICKER] price snapshot"`
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**Extract:** `price`
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### 1.6 Company Facts
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**Query:** `"[TICKER] company facts"`
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**Extract:** `sector`, `industry`, `market_cap`
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**Use:** Determine appropriate WACC range from [sector-wacc.md](sector-wacc.md)
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## Step 2: Calculate FCF Growth Rate
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Calculate 5-year FCF CAGR from cash flow history.
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**Cross-validate with:** `free_cash_flow_growth` (YoY), `revenue_growth`, analyst EPS growth
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**Growth rate selection:**
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- Stable FCF history → Use CAGR with 10-20% haircut
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- Volatile FCF → Weight analyst estimates more heavily
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- **Cap at 15%** (sustained higher growth is rare)
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## Step 3: Estimate Discount Rate (WACC)
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**Use the `sector` from company facts** to select the appropriate base WACC range from [sector-wacc.md](sector-wacc.md).
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**Default assumptions:**
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- Risk-free rate: 4%
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- Equity risk premium: 5-6%
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- Cost of debt: 5-6% pre-tax (~4% after-tax at 30% tax rate)
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Calculate WACC using `debt_to_equity` for capital structure weights.
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**Reasonableness check:** WACC should be 2-4% below `return_on_invested_capital` for value-creating companies.
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**Sector adjustments:** Apply adjustment factors from [sector-wacc.md](sector-wacc.md) based on company-specific characteristics.
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## Step 4: Project Future Cash Flows
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**Years 1-5:** Apply growth rate with 5% annual decay (multiply growth rate by 0.95, 0.90, 0.85, 0.80 for years 2-5). This reflects competitive dynamics.
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**Terminal value:** Use Gordon Growth Model with 2.5% terminal growth (GDP proxy).
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## Step 5: Calculate Present Value
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Discount all FCFs → sum for Enterprise Value → subtract Net Debt → divide by `outstanding_shares` for fair value per share.
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## Step 6: Sensitivity Analysis
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Create 3×3 matrix: WACC (base ±1%) vs terminal growth (2.0%, 2.5%, 3.0%).
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## Step 7: Validate Results
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Before presenting, verify these sanity checks:
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1. **EV comparison**: Calculated EV should be within 30% of reported `enterprise_value`
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- If off by >30%, revisit WACC or growth assumptions
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2. **Terminal value ratio**: Terminal value should be 50-80% of total EV for mature companies
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- If >90%, growth rate may be too high
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- If <40%, near-term projections may be aggressive
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3. **Per-share cross-check**: Compare to `free_cash_flow_per_share × 15-25` as rough sanity check
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If validation fails, reconsider assumptions before presenting results.
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## Step 8: Output Format
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Present a structured summary including:
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1. **Valuation Summary**: Current price vs. fair value, upside/downside percentage
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2. **Key Inputs Table**: All assumptions with their sources
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3. **Projected FCF Table**: 5-year projections with present values
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4. **Sensitivity Matrix**: 3×3 grid varying WACC (±1%) and terminal growth (2.0%, 2.5%, 3.0%)
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5. **Caveats**: Standard DCF limitations plus company-specific risks
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skills/community/dexter/dcf/sector-wacc.md
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skills/community/dexter/dcf/sector-wacc.md
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# Sector WACC Adjustments
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Use these typical WACC ranges as starting points, then adjust based on company-specific factors.
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## Determining Company Sector
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Use `financial_search` with query `"[TICKER] company facts"` to retrieve the company's `sector`. Match the returned sector to the table below.
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## WACC by Sector
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| Sector | Typical WACC Range | Notes |
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|--------|-------------------|-------|
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| Communication Services | 8-10% | Mix of stable telecom and growth media |
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| Consumer Discretionary | 8-10% | Cyclical exposure |
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| Consumer Staples | 7-8% | Defensive, stable demand |
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| Energy | 9-11% | Commodity price exposure |
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| Financials | 8-10% | Leverage already in business model |
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| Health Care | 8-10% | Regulatory and pipeline risk |
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| Industrials | 8-9% | Moderate cyclicality |
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| Information Technology | 8-12% | Assess growth stage; higher for high-growth |
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| Materials | 8-10% | Cyclical, commodity exposure |
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| Real Estate | 7-9% | Interest rate sensitivity |
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| Utilities | 6-7% | Regulated, stable cash flows |
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## Adjustment Factors
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Add to base WACC:
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- **High debt (D/E > 1.5)**: +1-2%
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- **Small cap (< $2B market cap)**: +1-2%
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- **Emerging markets exposure**: +1-3%
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- **Concentrated customer base**: +0.5-1%
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- **Regulatory uncertainty**: +0.5-1.5%
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Subtract from base WACC:
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- **Market leader with moat**: -0.5-1%
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- **Recurring revenue model**: -0.5-1%
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- **Investment grade credit rating**: -0.5%
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## Reasonableness Checks
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- WACC should typically be 2-4% below ROIC for value-creating companies
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- If calculated WACC > ROIC, the company may be destroying value
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- Compare to sector peers if available
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