Use this skill to explain what the target is competing against and where its position is strengthening or weakening. Keep peer selection explicit; bad peer sets produce misleading conclusions.
Workflow
- Load the target profile and peer set.
- Validate peers by business segment, customer problem, geography, and investor comparability.
- Compare product position, growth, margins, capital intensity, strategy, and valuation where data is available.
- Identify substitutes and ecosystem dependencies, not only direct public peers.
- Save the comparison under
research/targets/<target>/evidence/competitors/. - Hand off durable advantages, threats, and open questions to thesis and risk skills.
Read references/peer-comparison-framework.md before building the comparison.
Output
Return:
- peer set and rationale
- direct competitors, substitutes, suppliers, and customers where relevant
- comparison table
- target strengths and weaknesses
- market-structure notes
- archive files created or updated
- thesis and risk handoffs
Quality Gate
Before finishing:
- explain why each peer belongs in the comparison
- avoid comparing unrelated multiples without business-model context
- separate current evidence from strategic speculation
- mark missing private-company or segment data
- preserve a list of excluded peers when exclusion affects interpretation