{"slug":"sotp-valuation","title":"sotp-valuation","summary":"Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value","platform":"Claude","tags":[],"authorName":"LLM Mart","authorSlug":"llm-mart","score":0,"source":"github","price":null,"verified":false,"createdAt":"2026-09-15T18:28:48.105081Z","repo":{"url":"https://github.com/agentii-ai/agentii-investment-intelligence","stars":206,"forks":16,"license":"Apache-2.0","updatedAt":"2026-09-29T07:17:16Z"},"bodyHtml":"<hr>\n<p>name: sotp-valuation\nmulti_ticker_semantics: target_with_optional_peers\ndescription: Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value\ntemporal_scope:\ndefault_quarters: 4\nmax_quarters: 12\ndescription: \"Latest segment data with up to 12 quarters for segment trend\"\nallowed_tools:</p>\n<ul>\n<li>search_xbrl_facts</li>\n<li>search_companies</li>\n<li>get_realtime_quote</li>\n<li>search_documents</li>\n<li>read_source_outline</li>\n<li>read_source_deep_outline</li>\n<li>read_source_pages</li>\n<li>get_statement_structure\nretrieval_scope: unstructured_document_search\nmin_tool_diversity: 7</li>\n</ul>\n<hr>\n<h1>Sum of the Parts (SOTP) Valuation</h1>\n<p>Values each business segment independently and sums for total enterprise value. Essential for conglomerates (GE, MMM, HON), multi-segment tech (AMZN: AWS + Retail + Ads, GOOG: Search + Cloud + YouTube), and holding companies. SOTP often reveals \"hidden value\" when the market undervalues individual segments.</p>\n<h2>Preflight</h2>\n<p>Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace <code>style.md</code> override, memory load, and coverage check. See <code>contracts/preflight.md</code>.</p>\n<p>Include the <code>X-Agentii-Trace</code> header on every tool call per <code>contracts/x-agentii-trace-header.md</code>.</p>\n<h2>Triggers</h2>\n<ul>\n<li>sum of the parts valuation </li>\n<li>SOTP analysis </li>\n<li>segment-based valuation </li>\n<li>breakup value </li>\n<li>conglomerate valuation </li>\n<li>parts worth more than whole </li>\n<li>segment sum of parts </li>\n<li>business segment valuation </li>\n<li>hidden asset value </li>\n<li>SOTP </li>\n</ul>\n<h2>Defaults</h2>\n<table>\n<thead>\n<tr>\n<th>Parameter</th>\n<th>Default</th>\n<th>Notes</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>segment_discovery</td>\n<td>statement_tree</td>\n<td>Use get_statement_structure for segment identification</td>\n</tr>\n<tr>\n<td>peer_multiples</td>\n<td>sector</td>\n<td>Apply sector-appropriate multiples per segment</td>\n</tr>\n<tr>\n<td>include_corporate</td>\n<td>true</td>\n<td>Subtract corporate overhead, net debt</td>\n</tr>\n</tbody>\n</table>\n<h2>Methodology</h2>\n<h3>Retrieval Scope</h3>\n<p><code>unstructured_document_search</code> — SOTP requires segment financials from XBRL (structured) AND segment narrative/business description from MD&amp;A (unstructured) for appropriate multiple selection.</p>\n<h3>Retrieval Strategy</h3>\n<p>See <code>contracts/retrieval.md</code> for the canonical decision tree; skill-specific retrieval detail is in <code>references/methodology.md</code>.</p>\n<h3>Temporal Scope</h3>\n<p>Default lookback: 4 fiscal quarter(s); maximum: 12. The default balances recency against the trend window this analysis requires.</p>\n<h3>Tool Allowlist</h3>\n<p>Per frontmatter <code>allowed_tools</code>:</p>\n<ul>\n<li><code>search_xbrl_facts</code> — primary structured financial facts (is_primary default)</li>\n<li><code>search_companies</code> — ticker resolution + company context (entity-alias fuzzy match)</li>\n<li><code>get_realtime_quote</code> — latest market price for valuation cross-checks</li>\n<li><code>search_documents</code> — Layer 1 document discovery (page-level silver records)</li>\n<li><code>read_source_outline</code> — Layer 2 lightweight page map (description + keywords)</li>\n<li><code>read_source_deep_outline</code> — Layer 2.5a deep page map (table_titles/drivers/metrics)</li>\n<li><code>read_source_pages</code> — Layer 3 deep read of selected pages with table markers</li>\n<li><code>get_statement_structure</code> — XBRL presentation tree (concept hierarchy)</li>\n</ul>\n<h3>Protocol</h3>\n<p>Step-by-step execution detail is in <code>references/methodology.md</code>.</p>\n<h2>Deliverable Chain</h2>\n<p><strong>Inputs</strong> → <strong>Build</strong> → <strong>Validate</strong> → <strong>Output</strong> → <strong>Next</strong></p>\n<ol>\n<li><strong>Inputs</strong>: resolved ticker + structured facts (<code>search_xbrl_facts</code>, <code>get_company_financials</code>) and any filing pages from the three-layer protocol.</li>\n<li><strong>Build</strong>: write the <code>.md</code> sum-of-the-parts valuation (segment multiples, conglomerate-discount analysis) per <code>## Output Structure</code>.</li>\n<li><strong>Validate</strong>: run the <code>## Validation Gates</code> below.</li>\n<li><strong>Output</strong>: write the artifact path per <code>## Output File</code>.</li>\n<li><strong>Next</strong>: append to <code>agentii.md</code>; hand off to a downstream pitch/review skill if requested.</li>\n</ol>\n<h2>Output File</h2>\n<p>Write the final deliverable to <code>{ticker}/{YYYY-MM-DD_HHMM}_sotp-valuation_{affix}.md</code>.</p>\n<h2>Output Structure</h2>\n<p>The deliverable is a structured markdown report written to the path in <code>## Output File</code>. Full section-by-section template (headings, tables, and field definitions) lives in <code>references/output-structure.md</code>. Required elements:</p>\n<ol>\n<li><strong>Executive Summary</strong> — headline conclusions (≤200 words).</li>\n<li><strong>Core analysis sections</strong> — per this skill's methodology and analyst modes.</li>\n<li><strong>Data classification</strong> — tag findings <code>[FACT]</code> / <code>[DEDUCTED]</code> / <code>[VIEW]</code> per <code>contracts/snapshot-synthesis.md</code>.</li>\n<li><strong>Coverage Gaps &amp; Citations</strong> — inline <code>/v/</code> citations are PRIMARY (immediately after each fact); the bottom <strong>Citations</strong> section is a non-duplicative roll-up index.</li>\n<li><strong>Output frontmatter</strong> — emit the FR-090 structured block per <code>contracts/output-frontmatter-schema.md</code>.</li>\n</ol>\n<p><strong>Citations &amp; memory</strong>: follow <code>contracts/citation-and-memory.md</code> — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable <code>https://agentii.ai/v/{ticker}/{citation_id}/{N}</code> link; a bottom <strong>Citations</strong> section provides a non-duplicative roll-up index; the closing TUI reply includes a compact <strong>Key Citations</strong> list (headline 5–10 facts) of clickable <code>/v/</code> URLs; and append the run to <code>agentii.md</code> per <code>contracts/agentii-md-schema.md</code>.</p>\n<h2>Validation Gates</h2>\n<ol>\n<li><strong>Segment coverage</strong>: segment revenues must sum to ≥80% of total reported revenue. <em>If failed</em>: flag segments representing &lt;80% of revenue; note \"significant unallocated revenue.\"</li>\n<li><strong>Valuation consistency</strong>: segment multiples justified by at least one comparable company or sector norm per segment. <em>If failed</em>: flag segments with unsubstantiated multiples.</li>\n<li><strong>SOTP bridge integrity</strong>: Segment Sum - Corporate + Adjustments = Total Equity within 1%. <em>If failed</em>: refuse delivery; check bridge arithmetic.</li>\n</ol>\n<h2>Tool Fallbacks</h2>\n<p>Per-tool failure modes and fallback actions are tabulated in <code>references/tool-fallbacks.md</code>.</p>\n<h2>Memory &amp; Snapshot</h2>\n<ul>\n<li><strong>Memory load</strong> (pre-flight): load prior workspace context for the ticker before retrieval — see <code>contracts/memory-load.md</code>.</li>\n<li><strong>Structured output frontmatter</strong>: emit the FR-090 block (<code>key_metrics</code>, <code>conclusions</code>, <code>facts_count</code>, <code>deducted_count</code>, <code>views_count</code>, <code>citation_count</code>) per <code>contracts/output-frontmatter-schema.md</code>.</li>\n<li><strong>Snapshot synthesis</strong>: after writing the deliverable, update the two-tier snapshot and classify findings as <code>[FACT]</code>/<code>[DEDUCTED]</code>/<code>[VIEW]</code> — see <code>contracts/snapshot-synthesis.md</code>.</li>\n<li><strong>Session archival</strong>: record the run under <code>sessions/{YYYY-MM-DD}/</code> and update <code>sessions/INDEX.md</code> per <code>contracts/session-format.md</code>.</li>\n</ul>\n<h2>Final Summary (TUI)</h2>\n<p>End the closing chat reply with a compact <strong>Key Citations</strong> list (headline 5–10 facts), each a clickable <code>https://agentii.ai/v/{ticker}/{citation_id}/{N}</code> link, so the user can cmd+click straight to the exact SEC page. See <code>contracts/citation-and-memory.md</code>.</p>\n<h2>Error Handling</h2>\n<table>\n<thead>\n<tr>\n<th>Failure Mode</th>\n<th>Action</th>\n<th>User-Facing Message</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>No segment data</td>\n<td>Company reports as single segment</td>\n<td>\" reports as a single operating segment — SOTP not applicable. Use DCF or comps.\"</td>\n</tr>\n<tr>\n<td>Missing segment financials</td>\n<td>Proceed with available data; flag gaps</td>\n<td>\"Segment financials incomplete for ; SOTP based on partial data.\"</td>\n</tr>\n</tbody>\n</table>\n","files":[{"path":"references/formula-sheet.md","sizeBytes":280,"isText":true},{"path":"references/institutional-defaults.md","sizeBytes":302,"isText":true},{"path":"references/methodology.md","sizeBytes":1702,"isText":true},{"path":"references/modes.md","sizeBytes":696,"isText":true},{"path":"references/output-structure.md","sizeBytes":1348,"isText":true},{"path":"references/tool-fallbacks.md","sizeBytes":388,"isText":true},{"path":"references/validation-checklist.md","sizeBytes":313,"isText":true},{"path":"SKILL.md","sizeBytes":7328,"isText":true}],"reviewScore":null,"reviewSummary":null,"trust":{"provenance":"trusted-source-unreviewed","notice":"Community-authored content, reproduced verbatim and not vetted as instructions. 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