batch-market-cap

Batch Market Cap

Retrieve market capitalization data for multiple companies in a single query using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Prepare Company List

Compile the list of ticker symbols you want to analyze (e.g., AAPL, MSFT, GOOGL).

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Retrieve market capitalization data for the following companies: <TICKER1>, <TICKER2>, <TICKER3>.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve market capitalization data for the following companies: AAPL, MSFT, GOOG."
  }
}

3. Expected Output

The agent returns a structured table with market cap data:

Company	Ticker	Market Cap (USD)	Source
Apple	AAPL	$2.99986 trillion	Octagon Companies Agent
Microsoft	MSFT	$3.143 trillion	Companies Market Cap
Alphabet	GOOGL	$2.00018 trillion	Octagon Companies Agent

Data Sources: octagon-companies-agent, octagon-financials-agent, octagon-web-search-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

• Comparing market caps across companies
• Understanding size categories
• Analyzing relative valuations
• Tracking market cap changes

Example Queries

Basic Batch Query:

Retrieve market capitalization data for the following companies: AAPL, MSFT, GOOG.

Sector Comparison:

Get market caps for tech giants: AAPL, MSFT, GOOGL, AMZN, META, NVDA.

Portfolio Analysis:

What are the market capitalizations of TSLA, F, GM, and RIVN?

Industry Comparison:

Compare market caps of major banks: JPM, BAC, WFC, C, GS.

Index Components:

Get market caps for the top 10 S&P 500 companies by weight.

International Comparison:

Compare market caps of AAPL, SMSN.IL (Samsung), TSM, and ASML.

Market Cap Categories

Size Classifications

Category	Market Cap Range
Mega-cap	>$200 billion
Large-cap	$10B - $200B
Mid-cap	$2B - $10B
Small-cap	$300M - $2B
Micro-cap	$50M - $300M
Nano-cap	<$50M

Category Characteristics

Category	Typical Traits
Mega-cap	Market leaders, global reach, stable
Large-cap	Established, diversified, moderate growth
Mid-cap	Growth potential, less coverage
Small-cap	Higher growth, higher volatility
Micro-cap	Speculative, limited liquidity

Comparative Analysis Framework

Peer Comparison

Analysis	Purpose
Absolute Size	Rank by market cap
Relative Size	Ratio to peers
Size Distribution	Concentration analysis
Historical Rank	Position changes

Industry Context

Comparison	What It Shows
vs. Industry Leader	Distance from top
vs. Industry Median	Above/below average
vs. Sector Total	Market share proxy

Valuation Implications

Scenario	Interpretation
Higher market cap, lower revenue	Premium valuation
Lower market cap, higher revenue	Discount valuation
Similar market cap, different earnings	P/E differential

Use Cases

Portfolio Allocation

Use	Description
Concentration Analysis	Largest holdings by cap
Diversification Check	Size mix across holdings
Rebalancing	Adjust for cap changes

Competitive Analysis

Use	Description
Market Leadership	Largest in industry
Relative Positioning	Size vs. competitors
Growth Comparison	Cap changes over time

Screening

Use	Description
Size Filter	Include/exclude by cap
Category Selection	Target specific sizes
Index Eligibility	Meets cap requirements

Market Cap Calculations

Basic Formula

Market Cap = Share Price × Shares Outstanding

Factors Affecting Market Cap

Factor	Impact
Price Change	Direct proportional effect
Share Buybacks	Reduces shares, concentrates value
New Issuance	Dilutes if price doesn't rise
Stock Splits	No effect (price adjusts)

Fully Diluted Market Cap

Component	Description
Basic Shares	Currently outstanding
Options	Employee stock options
Warrants	Convertible instruments
Convertibles	Convertible debt/preferred

Data Considerations

Source Variations

Factor	Consideration
Timing	Real-time vs. delayed data
Currency	USD conversion rates
Share Count	Basic vs. diluted
Updates	Frequency of refresh

Handling Discrepancies

Issue	Approach
Different sources	Note the variance
Different dates	Use consistent timing
Currency mix	Convert to single currency
Missing data	Flag unavailable items

Analysis Tips

1. Use consistent data: Same source/date for fair comparison.

2. Consider context: Industry norms for market cap.

3. Track changes: Market cap shifts over time.

4. Combine with fundamentals: P/E, P/S for valuation context.

5. Watch for outliers: Investigate unusual sizes.

6. Global perspective: Different markets, different scales.

Integration with Other Skills

Skill	Combined Use
stock-quote	Market cap + current price
income-statement	Market cap vs. revenue/earnings
financial-metrics-analysis	Valuation multiples
analyst-estimates	Market cap vs. price targets