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AI agent for investment analysts

Comparable Companies Refresh Agent

An accurate, current comps table with outliers explained

Quality controlAutomationFinance
See how it worksGet access
Comparable Companies Refresh Agent: what goes in, what the agent does and what you get

What it does

Comparable companies tables go out of date fast, and refreshing one by hand invites typos in share counts and debt. On request or on a schedule, this agent pulls prices, share counts, debt, cash and forecast figures for each peer, calculates enterprise value and multiples, and calendarizes years to a common year end. It checks each figure against the latest filing, updates any share count older than the last filing, and confirms adjustments such as excluding one-time items. It then looks for outliers: a multiple more than twice the median distance from the group triggers a recheck of share counts, debt and adjustments, then a recalculation. It either fixes the input or notes why the outlier is real. The user reviews the peer set and approves the table for client materials. Edge case: a peer just made a large acquisition, so the agent flags that forward figures may not include it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Comps refresh requested 2 USES A TOOL Pull prices, shares, debt and forecasts 3 DOES Calculate enterprise value and multiples 4 DOES Calendarize to one year end 5 CHECKS THE RESULT Are outliers explained by checked inputs? If not: recheck share counts, debt and adjustments andrecalculate. Back to step 2. 6 YOU APPROVE User approves peer set and table 7 RESULT Comps table saved with notes
Read the steps as a list
  1. Comps refresh requested
  2. Pull prices, shares, debt and forecasts
  3. Calculate enterprise value and multiples
  4. Calendarize to one year end
  5. Are outliers explained by checked inputs?If not: recheck share counts, debt and adjustments and recalculate. Back to step 2.
  6. User approves peer set and tableThe agent waits here for your OK.
  7. Comps table saved with notes

How it decides

It flags any multiple more than a set distance from the median and rechecks its inputs.

  • Multiple over 2 times median distance: recheck
  • Recent acquisition: flag pro forma issue
  • Share count older than last filing: update

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Peer list
  • Multiples shown
  • Outlier rule
  • Refresh schedule

What keeps you in control

It always asks you first

  • Using the table in client materials

Hard limits

  • Never changes peer set without approval
  • Never uses unverified data

It stops when

  • Done: table approved
  • Stop: market data unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn March 3 an associate asked for a refresh of 11 software peers. One peer, Northgate Systems, showed 28x EBITDA against a 12x median, so the outlier check failed. The agent compared share counts to the latest 10-Q and found a 3-for-1 split it had missed. It reloaded the shares and recalculated: 11.5x. All other outliers were explained. The associate approved the peer set and the table was saved with notes.

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