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Compare Valuation Multiples Across Peers: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to compare P/E, EV/EBITDA, and P/FCF across peers for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.

This AI prompt for stock research builds a structured valuation-comp table across named peers. Copy the template into Claude, ChatGPT, Gemini, or Grok and replace the ticker placeholders with filing-backed figures.

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ValuationBeginner

The Compare Valuation Multiples Across Peers prompt (Claude, ChatGPT, Gemini, Grok)

Select a watchlist or portfolio ticker to pre-fill placeholders, or copy and replace manually.

You are a senior equity research analyst building a peer valuation comp for an institutional research report. Compare valuation multiples for the following companies in [SECTOR/INDUSTRY]:

**Primary subject:** [TICKER_1] ([NAME_1])
**Peer group:** [TICKER_2] ([NAME_2]), [TICKER_3] ([NAME_3]), [TICKER_4] ([NAME_4]), [TICKER_5] ([NAME_5])

## Context
Use the most recent widely available figures. State the data source and as-of date for every metric. If a metric is not meaningful for a company (e.g. negative earnings), note "N/M" and explain why.

## Required Analysis

### Part 1 - Comp Table
Build a structured comparison table with these columns:
| Metric | [TICKER_1] | [TICKER_2] | [TICKER_3] | [TICKER_4] | [TICKER_5] | Peer Median |
Include these rows:
- Market Cap ($B)
- Enterprise Value ($B)
- Revenue TTM ($B)
- Revenue Growth YoY (%)
- Gross Margin (%)
- EBITDA Margin (%)
- P/E Trailing
- P/E Forward (NTM consensus if available)
- EV/EBITDA
- EV/Sales
- P/FCF
- Net Debt / EBITDA

### Part 2 - Premium / Discount Analysis
For [TICKER_1], calculate:
- Premium or discount to peer median on each multiple (expressed as %)
- Whether the premium/discount is justified by growth, margins, or other fundamental differences
- Historical valuation range for [TICKER_1] over the past 3-5 years vs current level

### Part 3 - Key Comparability Adjustments
List specific issues that affect apples-to-apples comparison:
- GAAP vs non-GAAP earnings definitions (which peers use adjusted numbers?)
- Fiscal year end differences
- M&A or divestitures that distort TTM figures
- Capital structure differences (heavy debt, significant cash)

### Part 4 - Valuation Drivers Summary
For each company, write 1-2 sentences on why the market may be assigning its current multiple (e.g. growth rate, margin profile, capital returns, risk factors).

### Part 5 - Follow-Up Research
List 3-5 questions for further investigation (e.g. "Is [TICKER_3]'s forward P/E discount to peers driven by decelerating growth or a one-time margin headwind?").

### Part 6 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection across peers (e.g. historical valuation bands, EV/Sales vs growth, and margin profile comparisons).
- Provide the direct Chartloom visual research link for the primary ticker: https://www.chartloom.com/c/ticker/[TICKER_1]

## Output Format
Use clean tables, headers, and bullets. Neutral, research-oriented language. Do not suggest buying or selling any security.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.

Variables

Replace these placeholders in the prompt with your own values.

PlaceholderDescriptionExample
[SECTOR/INDUSTRY]Sector or industry for context and peer selection.Enterprise Cloud Software
[TICKER_1]Primary company ticker.CRM
[NAME_1]Primary company name.Salesforce
[TICKER_2]Second peer ticker.WDAY
[NAME_2]Second peer company name.Workday
[TICKER_3]Third peer ticker.NOW
[NAME_3]Third peer company name.ServiceNow
[TICKER_4]Fourth peer ticker (use N/A to omit).HUBS
[NAME_4]Fourth peer company name.HubSpot
[TICKER_5]Fifth peer ticker (use N/A to omit).DDOG
[NAME_5]Fifth peer company name.Datadog

How to use this prompt

Replace [SECTOR/INDUSTRY] and all [TICKER_N] / [NAME_N] pairs with your peer set. Set any unused peers to "N/A". The prompt is structured to produce an institutional-quality comp table. Use the output as a starting point - always verify data points against primary sources.

Tips

  • Choose peers with similar business models, revenue scale, and end markets for the most useful comparison.
  • Pay attention to whether the AI uses GAAP or non-GAAP figures; the prompt asks it to disclose this.
  • For cyclical sectors, consider requesting normalized or mid-cycle multiples instead of trailing.
  • The peer median is more useful than the peer average (less distorted by outliers).
  • Request the AI to specify data sources so you can verify independently.

When to use this prompt

Building an institutional-quality comp table for a new sector coverage initiation

Checking whether a stock is relatively expensive or cheap before deeper fundamental work

Preparing valuation context for an earnings preview or quarterly review

Identifying outlier valuations in a sector that warrant further investigation

Updated 2026-02-20

These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.