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:

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 Characteristics

Comparative Analysis Framework

Peer Comparison

Industry Context

Valuation Implications

Use Cases

Portfolio Allocation

Competitive Analysis

Screening

Market Cap Calculations

Basic Formula

Market Cap = Share Price × Shares Outstanding

Factors Affecting Market Cap

Fully Diluted Market Cap

Data Considerations

Source Variations

Handling Discrepancies

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