Canonical: https://botbento.com/usecases/standardized-equity-metric-and-valuation-report-builder/
Format: Markdown representation of the public HTML page.

[Home](/) / [Use cases](/usecases/) / [Research](/usecases/?category=research)

Research · Intermediate

# Standardized equity metric and valuation report builder

Compute consistent financial statement ratios, risk models, and valuation metrics across peer companies

[Use with BotBento ](https://app.botbento.com/?ref=usecases&utm_source=botbento.com&utm_medium=usecases&utm_campaign=standardized-equity-metric-and-valuation-report-builder)Copy promptShare[Markdown](/text/usecases/standardized-equity-metric-and-valuation-report-builder/index.md)

Opens BotBento. Paste the prompt into a bot; nothing is preconfigured.

- When you askReceive stock tickers to evaluate
- ThenCompute standardized financial ratios
- ResultExport comparison table to spreadsheet

Retrieve historical financial statement data to compute standardized balance sheet ratios, performance indicators, and risk metrics across competing tickers. The bot evaluates fundamental numbers using consistent formulas and organizes cross-company valuation comparisons into a clean tabular layout for investment analysis.

## Prompt to start with

BotBentoRecommended

```
When the user provides ticker symbols and a reporting period, retrieve their historical financial statements from the configured market database. Calculate standardized valuation multiples, profitability ratios, and risk indicators using uniform accounting definitions. Highlight major variances across peer companies in a notes document. Always ask for explicit confirmation before writing or overwriting files in the spreadsheet repository.
```

Copy

## Tools it uses

DatabaseSpreadsheetNotes

## Works with

BotBento

## Tags

- finance
- investing
- stocks
- valuation
- metrics

## Source

[FinanceToolkit: Transparent and Efficient Financial Analysis](https://github.com/JerBouma/FinanceToolkit)
GitHub · checked 2026-10-15

Summarized in our own words. Any results described there are the authors’ own, not measured by BotBento.

By BotBento Editorial · Added 2026-10-15 · Updated 2026-10-15 · [Suggest a correction](/contact/)

## Related use cases

-

Researchadvanced

## [Conducting persistent quantitative investment research](/usecases/conducting-persistent-quantitative-investment-research/)

Run analytical code against financial datasets and maintain persistent notes across research sessions

TerminalDatabaseNotesSpreadsheet
-

Researchintermediate

## [Fundamental equity valuation modeling](/usecases/fundamental-equity-valuation-modeling/)

Model intrinsic company value based on long-term cash flow and margin forecasts

BrowserSpreadsheetNotes
-

Researchintermediate

## [Equity and market intelligence researcher](/usecases/equity-and-market-intelligence-researcher/)

Track asset fundamentals, macro indicators, and corporate news to build daily research briefings

BrowserSpreadsheetNotes
