longbridge-competitive-analysis
Constructs a competitive landscape analysis for a company, covering Porter five-forces dynamics, peer financial and valuation benchmarking, moat assessment, and disruptor identification.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger when the user wants to understand a company's competitive position:
- "帮我分析一下 NVDA 的竞争格局" / "幫我做 700.HK 的護城河分析" / "What's TSLA's competitive position?"
- "竞争对手有哪些", "波特五力分析", "moat analysis", "who are the competitors of AAPL"
Workflow
- Parse the anchor company symbol and normalise to
<CODE>.<MARKET>. - If the user provides peer symbols, use them; otherwise identify top 3–5 peers from the industry-valuation data.
- Fetch comparative financials and valuation for the anchor + peers.
- Fetch recent news for competitive dynamics (M&A, product launches, pricing moves).
- Synthesise into a competitive analysis report (see Output section).
CLI
If you're unsure of exact flag names or defaults, run
longbridge <subcommand> --helpfirst.
# Industry-level valuation (includes peer list and sector medians)
longbridge industry-valuation <SYMBOL> --format json
# Income statement for anchor + each peer (revenue growth, margins)
longbridge financial-report <SYMBOL> --kind IS --format json
# Recent competitive news (product launches, pricing, M&A)
longbridge news <SYMBOL> --format json
# Valuation snapshot per company
longbridge valuation <SYMBOL> --format json
Output
Structure the competitive analysis report:
1. Company profile — anchor company name, sector, primary market, brief business description
2. Competitive universe — list of identified peers with rationale for inclusion
3. Porter five-forces summary:
| Force | Intensity (High/Med/Low) | Evidence |
|---|---|---|
| Threat of new entrants | ||
| Bargaining power of suppliers | ||
| Bargaining power of buyers | ||
| Threat of substitutes | ||
| Rivalry among incumbents |
4. Peer benchmarking table:
| Company | Symbol | Market Cap | Rev Growth | Gross Margin | PE | PB | ROE |
|---|---|---|---|---|---|---|---|
| Anchor | |||||||
| Peer 1 | |||||||
| ... | |||||||
| Industry median | — | — |
5. Moat assessment:
- Type: Network effects / Cost advantages / Switching costs / Intangibles / Efficient scale
- Strength: Wide / Narrow / None
- Durability: 1–3 year evidence
6. Disruptor watch:
- List 2–3 potential disruptors (startups, adjacent-market entrants, technology shifts) with brief rationale
7. Competitive positioning verdict:
- Overall competitive position: Leader / Strong / Moderate / Weak
- Key competitive advantages and vulnerabilities
Error handling
| Situation | Simplified Chinese | Traditional Chinese / English |
|---|---|---|
command not found: longbridge | 回退到 MCP；否则提示安装 longbridge-terminal | 回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install |
not logged in / unauthorized | 请运行 longbridge auth login | 請運行 longbridge auth login / Run longbridge auth login |
Invalid symbol / param_error | 请确认股票代码，如 NVDA.US | 請確認股票代碼 / Check symbol format e.g. NVDA.US |
| Peer data partially unavailable | 展示可用数据并标注缺失字段 | 展示可用資料並標注缺失 / Show available data, flag missing fields |
| Other stderr | 原样展示错误，不重试 | 原樣展示，不重試 / Surface verbatim, no silent retry |
Related skills
| User asks | Route to |
|---|---|
| Industry-level overview | longbridge-industry-overview |
| Peer valuation matrix only | longbridge-peer-comparison |
| Full company research | longbridge-stock-research |
| Coverage initiation | longbridge-coverage-initiation |
| Institutional ownership | longbridge-flows |
File layout
longbridge-competitive-analysis/
└── SKILL.md
Prompt-only — no scripts/. Discover the latest CLI flags via longbridge <subcommand> --help.