peer_comparison_decision_skill SKILL.md skillA

peer_comparison_decision_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add wind-alice/alicemarket/peer_comparison_decision_skill@git:20260519.104b3aa

Pins git:20260519.104b3aa in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
wind-alice/alicemarket
Path
skills/peer_comparison_decision_skill/SKILL.md
Versions recorded
4
Latest version
git:20260519.104b3aa, committed May 19, 2026
First version recorded
May 13, 2026
Size
4,908 bytes
Repository stars
153
License
none declared

横向比较同业候选公司的业务质量、增长、盈利、估值与催化差异,并给出相对强弱结论。适用于候选股二选一、行业内优中选优、建立优先跟踪顺序等场景。.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Peer Comparison Decision Skill

## 数据依赖与执行前置条件

推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`;若没有,提示用户安装:

```bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像(国内)
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
```

## 技能定位

本技能用于在同一行业或同一主题内,对 2-5 家候选公司做横向比较,并输出可执行的相对排序与选择理由。重点不是把每家公司都重新写一遍,而是帮助使用者回答“如果只能优先研究或持有其中几家,应该先选谁、为什么”。

## 执行流程

### Step 1:确认可比范围与比较目标

先明确比较对象是否真正可比,重点确认:

- 所处赛道是否一致
- 商业模式是否相近
- 处于相似的发展阶段还是明显错位
- 用户想比较的是短期交易机会还是中长期配置价值

若对象并不适合直接比较,应先说明可比性边界,再决定是否继续强行并列。

### Step 2:建立统一比较框架

围绕用户真实决策,把比较维度标准化。常用维度包括:

- 业务质量与竞争位置
- 成长速度与成长确定性
- 盈利能力与现金创造能力
- 估值高低与预期要求
- 近期催化与风险暴露

所有候选公司都按同一框架展开,避免某家公司只写故事、另一家公司只看数字。

### Step 3:完成基础数据与事实对齐

收集每家公司的关键事实,并统一口径后放入对照表,特别注意:

- 时间口径一致
- 币种与单位一致
- 估值方法口径一致
- 对异常值和一次性因素进行说明

这一阶段的目标是把后续判断建立在同一坐标系之上。

### Step 4:比较“业务质量”而不是只比较“数据高低”

除关键财务指标外,还要比较:

- 核心产品与客户结构
- 市场份额与竞争优势
- 业务模式的抗波动能力
- 管理执行与资本配置风格

若某家公司短期数据更亮眼,但业务稳定性明显更弱,应明确指出,不可被表面增速误导。

### Step 5:比较“赔率”与“催化顺序”

真正的比选往往不只看谁更好,还要看谁更值得现在买入或优先跟踪。需重点判断:

- 哪家公司好但已被充分定价
- 哪家公司一般但预期差更大
- 哪家公司短期有催化,哪家公司需要时间兑现
- 哪家公司更适合观察,哪家公司更适合行动

### Step 6:输出排序与决策建议
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/peer_comparison_decision_skill@sha256:f4e032ebacf1e2a5

The line at the top of this page pins the label git:20260519.104b3aa, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_o4e7yqliryeeia3n.svg)](https://markdownregistry.com/a/art_o4e7yqliryeeia3n)

4 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.

versioncommittedcommitsizeaudit
git:20260519.104b3aa latest2026-05-19 104b3aa 4,908 BA view · diff
git:20260518.6dd89eb2026-05-18 6dd89eb 4,640 BA view · diff
git:20260514.5ec04f52026-05-14 5ec04f5 5,793 BA view · diff
git:20260513.e0daa302026-05-13 e0daa30 4,572 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (4908 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_o4e7yqliryeeia3n
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/peer_comparison_decision_skill
GET https://markdownregistry.com/api/v1/blob/f4e032ebacf1e2a56e1b18693fc899fd34fb84c17d23dd16e04953b6a724d818

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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