Financial Ratio Calculator
OfficialFreeAnalyze company performance with key financial ratios.
Free · Opens the source repo
What Financial Ratio Calculator does
The Financial Ratio Calculator skill is designed to aid investors and financial analysts in evaluating a company's performance through key financial ratios derived from financial statements. By inputting data from income statements, balance sheets, and cash flow statements, users can obtain a comprehensive analysis of various financial metrics that reflect profitability, liquidity, leverage, efficiency, and valuation. This skill streamlines the process of financial analysis, making it accessible to both seasoned professionals and those new to investment evaluation.
Users can choose from a wide range of ratios including profitability ratios like Return on Equity (ROE) and Operating Margin, liquidity ratios such as the Current Ratio and Quick Ratio, as well as leverage ratios like Debt-to-Equity. The skill also covers efficiency ratios and valuation metrics, providing a holistic view of a company's financial health. The output is not only the calculated ratios but also includes industry benchmark comparisons and trend analysis when multiple periods are provided, enabling users to contextualize their findings.
The skill supports various input formats, including CSV, JSON, text descriptions, and Excel files, making it versatile for different user needs. After calculations, users receive detailed insights and interpretations of the results, which can assist in making informed investment decisions. This makes the Financial Ratio Calculator an essential tool for anyone involved in financial analysis or investment research.
When to use it
Use this skill when you need to analyze a company's financial health based on its financial statements and require detailed ratio calculations.
When not to use it
This skill may not be suitable for users without access to accurate financial data or those needing highly specialized financial analysis beyond standard ratios.
What you can build with it
Evaluating a Potential Investment
Use this skill to analyze the financial statements of a company you are considering investing in, providing insights into its profitability and liquidity.
Comparing Industry Peers
Input financial data from multiple companies to compare their performance using key ratios, helping you identify the strongest candidates in an industry.
Trend Analysis for a Company
Provide historical financial data to observe trends in key financial ratios, aiding in forecasting future performance.
How to install Financial Ratio Calculator
View source1. Install with the skills CLI
npx skills add anthropics/claude-cookbooks/analyzing-financial-statements --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsFinancial Ratio Calculator Skill
This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.
Capabilities
Calculate and interpret:
- Profitability Ratios: ROE, ROA, Gross Margin, Operating Margin, Net Margin
- Liquidity Ratios: Current Ratio, Quick Ratio, Cash Ratio
- Leverage Ratios: Debt-to-Equity, Interest Coverage, Debt Service Coverage
- Efficiency Ratios: Asset Turnover, Inventory Turnover, Receivables Turnover
- Valuation Ratios: P/E, P/B, P/S, EV/EBITDA, PEG
- Per-Share Metrics: EPS, Book Value per Share, Dividend per Share
How to Use
- Input Data: Provide financial statement data (income statement, balance sheet, cash flow)
- Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis
- Interpretation: The skill will calculate ratios and provide industry-standard interpretations
Input Format
Financial data can be provided as:
- CSV with financial line items
- JSON with structured financial statements
- Text description of key financial figures
- Excel files with financial statements
Output Format
Results include:
- Calculated ratios with values
- Industry benchmark comparisons (when available)
- Trend analysis (if multiple periods provided)
- Interpretation and insights
- Excel report with formatted results
Example Usage
"Calculate key financial ratios for this company based on the attached financial statements"
"What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?"
"Analyze the liquidity position using the balance sheet data"
Scripts
calculate_ratios.py: Main calculation engine for all financial ratiosinterpret_ratios.py: Provides interpretation and benchmarking
Best Practices
- Always validate data completeness before calculations
- Handle missing values appropriately (use industry averages or exclude)
- Consider industry context when interpreting ratios
- Include period comparisons for trend analysis
- Flag unusual or concerning ratios
Limitations
- Requires accurate financial data
- Industry benchmarks are general guidelines
- Some ratios may not apply to all industries
- Historical data doesn't guarantee future performance
Frequently asked questions about Financial Ratio Calculator
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