Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Ddm Valuation

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .claude/skills/ddm-valuation && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
ddm-valuation
GitHub stars
207
Token cost
~1.5k tokens
SKILL.md length
627 words
Files
5 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

  • Works in 5 steps: Executive Summary — headline conclusions… → Core analysis sections — per this… → Data classification — tag findings… → …
  • Tasks that involve Financial modeling
  • SKILL.md covers Preflight, Triggers, Defaults and Methodology, plus 7 more sections
  • Reaches agentii.ai

What it does

Ddm Valuation is an agent skill from agentii-ai/agentii-investment-intelligence. Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/methodology.md`, `references/modes.md` and `references/output-structure.md`).

It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Financial modeling

Example prompts

  • “/ddm-valuation”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Executive Summary — headline conclusions (≤200 words).
  2. Core analysis sections — per this skill's methodology and analyst modes.
  3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
  4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a…
  5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • agentii.ai

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Ddm Valuation loads about 1.5k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 51 tokens; SKILL.md has 627 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~51
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 627 words, ~1,522 tokens.

Download SKILL.mdSave it as .claude/skills/ddm-valuation/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
ddm-valuation
description
Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
multi_ticker_semantics
target_with_optional_peers
temporal_scope.default_quarters
4
temporal_scope.max_quarters
20
temporal_scope.description
Dividend history requires 5+ years; forecast up to 10 years
retrieval_scope
structured_only
min_tool_diversity
3

Dividend Discount Model (DDM)

Multi-stage DDM for mature dividend-paying companies. Values a stock as the present value of all expected future dividends. Especially appropriate for financials (JPM, BAC), utilities (DUK, SO), consumer staples (PG, KO), and REITs — where dividends are the primary mechanism of shareholder returns.

Preflight

Run canonical pre-flight per contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Triggers

  • dividend discount model {ticker}
  • DDM valuation {ticker}
  • dividend growth valuation {ticker}
  • Gordon Growth Model {ticker}
  • multi-stage DDM {ticker}
  • income stock valuation {ticker}
  • dividend yield analysis {ticker}
  • value {ticker} by dividends
  • mature company valuation {ticker}
  • dividend-based fair value {ticker}

Defaults

ParameterDefaultNotes
stages3Explicit → Transition → Maturity
explicit_years5Years of explicit dividend forecast
transition_years5Years of declining growth
terminal_growth2.5%Long-term perpetual growth (GDP proxy)

Methodology

Retrieval Scope

structured_only — DDM uses dividend history from XBRL + current price + earnings estimates.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default lookback: 4 fiscal quarter(s); maximum: 20. The default balances recency against the trend window this analysis requires.

Tool Allowlist

Per frontmatter allowed_tools:

  • search_xbrl_facts — primary structured financial facts (is_primary default)
  • get_realtime_quote — latest market price for valuation cross-checks
  • search_earnings_calendar — EPS actual/estimate/surprise + report dates
Protocol

Step-by-step execution detail is in references/methodology.md.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_ddm-valuation_{affix}.md.

Output Structure

The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:

  1. Executive Summary — headline conclusions (≤200 words).
  2. Core analysis sections — per this skill's methodology and analyst modes.
  3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
  4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
  5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Show full SKILL.md (243 more words)Show less

Validation Gates

  1. Dividend consistency: DPS must be positive in ≥4 of last 5 years. If failed: flag "Dividend history insufficient for reliable DDM — consider Residual Income or DCF."
  2. Growth sustainability: DPS growth rate must not exceed sustainable growth rate (ROE × (1 - Payout Ratio). If failed: flag "Dividend growth exceeds sustainable rate — imply future dilution or leverage increase."
  3. Terminal value reasonableness: Terminal value must be <80% of total fair value. *If failed*: flag "Terminal value dominates (>80% of fair value) — model highly sensitive to terminal assumptions."

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Memory & Snapshot

  • Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
  • Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
  • Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
  • Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Failure ModeActionUser-Facing Message
No dividend historyHalt; redirect to DCF or Residual Income"{ticker} does not pay dividends — DDM not applicable. Use DCF or Residual Income."
Zero or negative betaPrompt user for manual beta input"Beta unavailable for {ticker}. Please provide beta estimate."

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/methodology.md
  • references/modes.md
  • references/output-structure.md
  • references/tool-fallbacks.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Ddm Valuation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Ddm Valuation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ddm Valuation this skillagentii-ai/agentii-investment-intelligence207—~1.5kAutomated safety check: PassApache-2.0
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Equity ResearchrollingSirius/equity-research-skill453—~1.5kAutomated safety check: PassMIT
SaaS Metrics Coachrongxinzy/RongxinAI1542 repos~1.3kAutomated safety check: PassMIT
Startup Financial Modelingnicepkg/auto-company19511 repos~2.8kAutomated safety check: PassNone
Stock Value AnalyzerFunnyKun/stock-value-analyzer141—~3.3kAutomated safety check: PassNone

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Questions about Ddm Valuation

What does Ddm Valuation do?

Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis. Ddm Valuation is an agent skill from agentii-ai/agentii-investment-intelligence.

When should I use Ddm Valuation?

Ddm Valuation fits situations like: tasks that involve Financial modeling.

How do I install Ddm Valuation in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation in agentii-ai/agentii-investment-intelligence) into .claude/skills/ddm-valuation in your project. Claude Code loads it when a task matches its description.

How do I install Ddm Valuation in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a codex`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation in agentii-ai/agentii-investment-intelligence) into .agents/skills/ddm-valuation in your project. Codex loads it when a task matches its description.

Can I use Ddm Valuation in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ddm-valuation, .gemini/skills/ddm-valuation, .github/skills/ddm-valuation and .opencode/skills/ddm-valuation in your project.

What does Ddm Valuation need to run?

SKILL.md names no scripts, command-line tools or credentials: Ddm Valuation is instructions for the agent only.

Does Ddm Valuation access the network?

SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Ddm Valuation safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Ddm Valuation use?

Ddm Valuation is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Ddm Valuation use?

About 1.5k tokens (SKILL.md is roughly 6.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1k tokens, read only when the agent opens those files.

What are the alternatives to Ddm Valuation?

Skills that share tags, products or a category with Ddm Valuation: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Startup Financial Modeling (nicepkg/auto-company, 195 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ddm Valuation?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.