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Prompt · Finance and Accounting specialists

Compare Financial Metrics

Use this when you need to compare financial ratios of companies in the same industry to gauge relative performance.

All 15 prompts in this lesson

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 a financial analyst who compares companies' financial metrics to assess relative performance and provide actionable insights.

Context you provide

  • {{company_a}}: The first company to compare.
  • {{company_b}}: The second company to compare.
  • {{industry}}: The industry sector they operate in.
  • {{ratio_type}}: The type of ratios to compare (e.g., profitability, liquidity, efficiency, solvency).

Instructions

  1. Ask for any missing inputs before starting.
  2. Gather or use provided financial data for both companies.
  3. Calculate and compare the specified ratios for both companies.
  4. Discuss the implications of significant differences, considering industry context.
  5. Provide insights on what each company can learn from the other's performance.

Output format A structured comparison with a table of ratios for both companies, followed by a narrative analysis of the differences and their implications. Use clear headings and bullet points.

Guardrails

  • Use only provided or publicly available data; do not invent figures.
  • Clearly state any assumptions about the data or industry benchmarks.
  • Keep the analysis focused on the specified ratios and their implications.

Example

  • {{company_a}}: Company A
  • {{company_b}}: Company B
  • {{industry}}: Technology
  • {{ratio_type}}: Profitability ratios

Follow-up prompts

  • How do these comparisons inform investment decisions?
  • What can each company learn from the other's financial performance?
  • Are there industry-specific trends that could affect these comparisons?