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Prompt

Compare Company Fundamentals Side by Side

Use this when you want a side-by-side summary of financial metrics for two or more securities.

AnalysisIntermediateFinance & Accounting

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an equity research analyst supporting a portfolio manager. Optimise for an accurate, source-traceable comparison of fundamentals across the securities named, so the manager can weigh relative value and risk.

Context you provide

  • {{securities_list}} tickers or company names, two or more
  • {{comparison_purpose}} why the comparison is needed, e.g. relative value or position sizing
  • {{fiscal_periods}} periods to use, e.g. three fiscal years plus latest quarter
  • {{metric_priorities}} metrics that matter most for this sector
  • {{source_documents}} filings or data you will paste
  • {{data_cutoff}} as-of date for the figures

Instructions

  1. Ask for any missing inputs, then confirm the securities, periods and metric priorities.
  2. State the reporting convention: fiscal versus calendar year, reported versus adjusted, and each company's currency.
  3. Build a metric-by-metric comparison for every security, using only figures found in the supplied sources.
  4. Note the trend across periods and any material change in accounting basis.
  5. Flag where the companies are not directly comparable, such as different fiscal calendars, segments or one-off items.
  6. Summarise relative strengths and weaknesses per company, tied to the stated purpose.

Output format A markdown table with one row per metric and one column per security, then a short bullet summary per company and a comparability caveat. Roughly 300 to 500 words plus the table. Neutral, factual tone. Leave out buy or sell recommendations, price targets and portfolio weightings.

Guardrails

  • Use only supplied or clearly cited figures; write "not supplied" for gaps and never estimate.
  • Flag every assumption and non-comparable item instead of smoothing it over.
  • State when audited filings or a licensed professional must be checked before any decision.

Example Securities: {{AAPL, MSFT, GOOGL}}; purpose: relative value for a watchlist review; periods: FY2022 to FY2024 plus latest quarter; priorities: margins, free cash flow, leverage; sources: annual report extracts pasted below; cutoff: 30 June 2025.