Sector Overview

---
name: sector-overview
description: "Use this skill when the task requires sector overview capabilities."
executor: LLM_BEHAVIOR
skill_id: finance.equity_research.sector_overview_3
status: ADOPTED
security: {level: high, pii: false, approval_required: true}
anchors:
  - finance
  - reporting
  - research
  - design
tier: 2
input_schema:
  - name: code_or_task
    type: string
    description: "Code snippet, script, or task description to process"
    required: true
output_schema:
  - name: report
    type: string
    description: "Analysis report or summary from sector overview"
---
# Sector Overview

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

## Workflow

### Step 1: Define Scope

- **Sector / subsector**: What industry and how narrowly defined?
- **Purpose**: Client report, internal research, pitch material, idea generation
- **Depth**: High-level overview (5-10 pages) or deep dive (20-30 pages)
- **Angle**: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
- **Universe**: Public companies only, or include private?

### Step 2: Market Overview

**Market Size & Growth**
- Total addressable market (TAM) with source
- Historical growth rate (5-year CAGR)
- Forecast growth rate and key assumptions
- Market segmentation (by product, geography, end market, customer type)

**Industry Structure**
- Fragmented vs. consolidated — top 5 market share
- Value chain map — where does value accrue?
- Business model types (subscription, transaction, licensing, services)
- Barriers to entry (capital, regulatory, technical, network effects)

**Key Trends & Drivers**
- Secular tailwinds (3-5 major trends)
- Headwinds and risks
- Technology disruption vectors
- Regulatory developments
- M&A activity and consolidation trends

### Step 3: Competitive Landscape

**Company Profiles** (for top 5-10 players):

| Company | Revenue | Growth | EBITDA Margin | Market Share | Key Differentiator |
|---------|---------|--------|--------------|-------------|-------------------|
| | | | | | |

For each company, brief profile:
- Business description (2-3 sentences)
- Strategic positioning and moat
- Recent developments (earnings, M&A, product launches)
- Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

**Competitive Dynamics**
- How do companies compete? (price, product, service, distribution)
- Who is gaining/losing share and why?
- Disruption risk from new entrants or adjacent players

### Step 4: Valuation Context

- Sector trading multiples (current and historical range)
- Premium/discount drivers (growth, margins, market position)
- Recent M&A transaction multiples
- How does the sector compare to the broader market?

### Step 5: Investment Implications

- Where are the best risk/reward opportunities?
- What thematic bets can be expressed through this sector?
- Key debates in the sector (bull vs. bear arguments)
- Catalysts that could change the sector narrative

### Step 6: Output

- Word document or PowerPoint with:
  - Market overview and sizing
  - Competitive landscape map
  - Company comparison table
  - Valuation summary
  - Key charts: market growth, share trends, valuation history
- Excel appendix with detailed company data

## Important Notes

- Source all market size data — cite the research firm or methodology
- Distinguish between TAM hype and realistic addressable market
- Sector overviews age fast — note the date and flag data that may be stale
- Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
- If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)

---

## Why This Skill Exists

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "ma

<!-- SR_40: auto-generated from frontmatter `purpose`/`description` (OPP-Phase3). Expand with domain-specific rationale. -->

## When to Use

Use this skill when the task requires sector overview capabilities.

<!-- SR_40: auto-generated from frontmatter `when`/`description` (OPP-Phase3). -->

## What If Fails

If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.

<!-- SR_40: auto-generated from frontmatter `what_if_fails` (OPP-Phase3). -->