/batch-market-cap

name: batch-market-cap
description: Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.

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](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](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