Competitive Landscape Analysis

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

1. Load the target profile and peer set.
2. Validate peers by business segment, customer problem, geography, and investor

comparability.

1. Compare product position, growth, margins, capital intensity, strategy, and

valuation where data is available.

1. Identify substitutes and ecosystem dependencies, not only direct public peers.
2. Save the comparison under

research/targets/<target>/evidence/competitors/.

1. 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