compare-companies

Compare Companies

Produce an analyst-ready comparable-companies (comps) table from Economic Mind financials: the latest year side by side, with optional per-year detail and sources.

Inputs

• Companies (required): two or more names (preferred) or companyIds. Warn if the user lists more than ~8 (the table gets unwieldy).
• Years (optional): default = last 3 calendar years. The summary uses the latest year; per-year tables cover the rest.
• Currency (optional): one of USD | EUR | GBP | NOK | SEK | DKK. Default USD. All companies use the same currency — if the user wants two currencies, run twice.

Procedure

1. Resolve every company (batched)

For each name: if the user gave a companyId, keep it; otherwise call search_companies with queries: ["<name>"] and apply top-pick-vs-confirm (top hit ≥ 1.5× the second's score → use silently; else queue).

If any names are ambiguous, ask once, batched:

Some names matched more than one company — please pick:

• : 1) (id ), 2) …

Wait for the answers before pulling financials. Preserve the user's company order throughout.

2. Pull financials

Call get_company_financials once with companyIds: [all resolved ids], plus years / currency if specified. Companies returned in notFoundCompanyIds have no data — note them and continue with the rest.

3. Build the comps table

Summary (latest year) — a Markdown table, one column per company in the user's order, with rows:

• HQ
• Revenue
• EBITDA
• EBIT
• Free cash flow
• Net income
• Gross margin = Gross profit / Revenue (blank if either missing)
• EBITDA margin = EBITDA / Revenue (blank if either missing)

Values in millions of the chosen currency; sparse cells blank, not zero.

Per-year detail (optional) — if the user wants more than the latest year, add one table per year covered: line items (same order as company-financials) as rows, companies as columns.

4. Sources

A short Sources section listing the distinct source strings from the reportedLineItems used, and noting figures are as reported in national filing registries via Economic Mind.

5. (Optional) CSV

Offer a CSV of the summary table. If yes, write Comps_<currency>_<firstYear>-<lastYear>.csv and name the file.

Rules

• One currency per table. Same year basis for all companies.
• Verbatim values from get_company_financials; the only derived figures are the two margins on the summary, computed from values already shown.
• Sparse cells stay blank; a company missing a year leaves blanks in that column — that is correct, not an error.
• Preserve the user's company order in every table.
• Never invent or recompute reported figures.