us-stock-analysis

---
name: us-stock-analysis
description: Use when the user requests analysis of US stock tickers — fundamentals, technicals, peer comparisons, or a full investment report — e.g. "analyze AAPL" or "compare TSLA vs NVDA".
category: Technical
version: 1.0.0
tools: []
---

# US Stock Analysis

Perform comprehensive analysis of US stocks: fundamentals (financials, business quality, valuation), technicals (indicators, trends, patterns), peer comparisons, and full investment reports. Gather current market data via web_search and apply structured analytical frameworks.

## Data Gathering

Always pull current data via web_search rather than relying on memory — prices and financials go stale fast. Fetch: current price and trading data (price, volume, 52-week range), financial statements (income statement, balance sheet, cash flow), key metrics (P/E, EPS, revenue, margins, debt ratios), analyst ratings and price targets, recent news, peer/competitor data for comparisons, and technical data (moving averages, RSI, MACD) when available. Search by ticker plus the specific data needed (e.g. "AAPL financial metrics"); for deep financials, search for earnings reports, investor presentations, or SEC filings (10-K, 10-Q); always check data recency and prefer the most recent quarter.

## Four Analysis Types

**1. Basic Stock Info** — quick overview: company description (1-2 sentences), current price and trading metrics, key valuation metrics as a table, recent performance, and any notable recent news.

**2. Fundamental Analysis** — deep dive into the business, financials, and valuation:
- Gather 3-5 year trends in revenue, earnings, and cash flow; balance-sheet metrics (debt, cash, working capital); profitability metrics (margins, ROE, ROIC)
- Assess business quality: competitive advantages (moat), management track record, industry position
- Value the company: compute key ratios (P/E, PEG, P/B, EV/EBITDA), compare to the company's own historical average and to its peer group, and estimate a fair-value range
- Identify risks: company-specific, market/macro, and red flags surfaced by the financial data
- Critical checks throughout: are margins improving or declining, is free cash flow tracking or diverging from reported earnings, is the balance sheet strong (debt levels, liquidity), is growth sustainable, and how does valuation compare to peers and history

**3. Technical Analysis** — chart patterns, indicators, trend:
- Gather current price/recent action, volume trends, moving averages (20-day, 50-day, 200-day), and indicators (RSI, MACD, Bollinger Bands)
- Identify trend direction and strength; locate support/resistance from recent highs/lows, moving-average levels, and round numbers
- Read indicators: RSI overbought above 70, oversold below 30; MACD crossovers and divergences; volume confirming or diverging from price; Bollinger Band squeeze (low volatility, breakout pending) or expansion
- Identify chart patterns: reversal (head-and-shoulders, double top/bottom) or continuation (flags, triangles)
- Confirm signals across multiple indicators rather than trading off one, weight volume for validation, flag price/indicator divergences, and always state a risk level (stop-loss reference)

**4. Comprehensive Investment Report** — combine all of the above: run fundamental and technical analysis, synthesize into a bull case and bear case, assess risk/reward, and produce a Buy/Hold/Sell rating with a target price, timeframe, conviction level, and entry strategy. Must include: executive summary with recommendation, company overview, investment thesis (bull and bear), fundamental section, technical section, valuation, risk assessment, catalysts and timeline, and conclusion.

## Stock Comparison

When comparing two or more tickers: gather comparable data for each over the same timeframe, then build a side-by-side comparison covering business models, a full financial-metrics table, valuation metrics, growth rates, profitability, and balance-sheet strength. Identify and quantify where each company has a relative edge. Compare technical position (relative strength, momentum, which is better positioned right now). Conclude with a recommendation on which is more attractive and why, considering both fundamentals and technicals, plus a portfolio-allocation and risk-adjusted-return note.

## Output Guidelines

Use tables for financial data and comparisons; bold key metrics and findings; cite data sources and dates; quantify wherever possible; always present both bull and bear perspectives; be explicit about assumptions and uncertainty. Format currency consistently ($B/$M) and growth/margins as percentages. Tone: objective and balanced, acknowledge uncertainty, support every claim with data, avoid hyperbole, state risks plainly — never a one-sided pitch.