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The skill graph

Valuation101 is composed of 19 skills that execute in a defined order. Each skill has explicit inputs, outputs, and dependencies.

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Skill inventory

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Data Collection (Phase 1–3)

SkillPurposeInputsOutputs
company-identifierResolve name/ticker to confirmed identityCompany name or tickerCIK, ticker, legal name, sector
identify-required-statementsDetermine which SEC filings are neededTicker, valuation date, fiscal calendarstatements_required_{date}.json
pull-raw-dataDownload XBRL data from SEC EDGARCIKcompanyfacts.json
parse-raw-data-to-filingsParse raw JSON into per-filing extractscompanyfacts.json, statements list_raw.json per filing
last-twelve-monthsCompute trailing-12-month financialsPer-filing _raw.json filesltm_{date}.json
last-10-kExtract most recent annual financialsPrimary 10-K _raw.jsonlast_10k_{date}.json

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Valuation Engine (Phase 4–6)

SkillPurposeInputsOutputs
cost-of-capitalCompute WACC (3 methods)LTM data, industry data, risk-free rateWACC %, cost of equity, cost of debt
earnings-guidanceExtract forward guidance from earnings callsTicker, statements requiredRevenue and margin guidance JSON
growth-and-profitabilitySet 4 forecast variables with convergence curvesLTM data, industry benchmarks, guidance10-year schedules for growth, margin, S/C, CoC
fcff-modelRun the DCF engineAll prior outputs + assumptionsValue per share, projection table

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Adjustments (Optional)

SkillPurposeWhen used
r-and-d-converterCapitalize R&D into research assetR&D > 5% of revenue
lease-converterConvert operating leases to debtMaterial operating leases
employee-optionsValue outstanding stock optionsCompany has employee options outstanding
failure-rateEstimate probability of failureAll companies (adjusts final value)

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Output (Phase 7+)

SkillPurposeInputsOutputs
fcffOrchestrate the full pipelineCompany name + modeEnd-to-end valuation
diagnosticsSanity-check the valuationCompleted valuation output6-point diagnostic report
valuation-reportGenerate formatted reportCompleted valuation output.docx report
case-study-generatorGenerate docs site case studyCompleted valuation spreadsheet.mdx case study + SVG charts

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Experimental

SkillPurposeStatus
llm-classifierLLM-based curve type classifier for forecast variablesPlaceholder — rule-based fallback in use

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For AI agents

Every skill page includes structured frontmatter with machine-parseable fields: 
skill_id: cost-of-capital
phase: 5
inputs: [LTM data, industry averages, risk-free rate]
outputs: [WACC (%), cost of equity, cost of debt, weights]
depends_on: [last-twelve-months, last-10-k]
feeds_into: [growth-and-profitability, fcff-model]
Access /llms.txt for a curated index or /llms-full.txt for the complete documentation in a single file.