Company Comparisons: Financial Data Warn

Hey all. This article will give you an idea of what our stock comparisons are capable of.

Thesis: Palmy's comparison tool is the #1 for conducting peer comparisons, general comparisons, and time reduction while equity researching without losing a mu of quality.

Creating your first comparison

It’s very straightforward. You have two easy options to start a comparison:

• Open the navigation and click on “Company Comps.”
• Use the “Compare with …” button if you are researching a company and want to compare it to another. It’s inside the financials tab.

Now that you’ve started a comparison, you may add another stock by clicking the plus icon. Removal works just as easily via the minus icon.

The first compariosn part gives you direct comparisons of:

• Key Data (Real-time and LTM)
• Profiles (IDs, industry, sector, and more)
• Business summaries – short paragraph for each company
• Articles – relevant write-ups and news

This is the overview; Basic, fast, and informative. Now let's move on to deeper insights.

Financial Comparison

It’s divided into three parts:

• Financial Statements
• Earnings & Forecasts
• Dividends

We’ll start with the Financial Statements comparison.

You can fully customize every cell in the tables you've opened:

• Switch value formats (M = Millions, B = Billions, T = Trillions)
• Mark negatives in red (Palmy uses brackets for negative values as we commit to financial standards)
• Mark positives in green (I'd advise against it, as most values are positive and black reads easier than green)
• Change display order: oldest first or newest first (default)
• Quickly switch from quarterly or annual financials
• Select the time range — Palmy supports up to 40 historic fiscal years

If you are a fan of visualizations, then you may easily plot a metric over-time for all compared equities.
At once, see the EPS comparison sample:

Supported financials:

• Income Statements
• Balance Sheets
• Cash Flow Statements
• To be added: Financial Ratios

The tables layout stays consistent no matter which statement you’re viewing.

Isolation while comparing

Want to isolate a company for a quick YoY view? Use “Stand-alone” mode. It's a user favorite as you don’t have to switch back to the full company report.

Here’s an example for Adobe's income statement view for 2024:

Plus and PRO members

As a subscriber, you are able to compare more companies at a time; Up to 10 to be exact. Moreover you can export all data tables together to work with them inside your excel sheets/models

Earnings & Forecasts

This analysis section is explained quickly. Here you can:

• Review all past earnings estimates
• Review all reported earnings
• Review all projections
• Quickly switch between companies
• Change the view format between absolute in $ and relative change in %

We currently support Revenue, Basic EPS, SGA, Net income and other metrics whom wall street analysts estimate. See this sample to visualize this analysis part

Dividends

Can be said also very quick, all figures related to dividends are reviewable here. Fast, easy and integrated into your comparison workflow:

Investor Relations

The IR section is our second big analysis feature for your comparison. It's an aggregation of all:

• Earnings Call Transcripts
• SEC Filings
• FDA Filings
• LDA Filings
• Soon: Government Contracts

For the companies yo've selected for the comparison. It's very need to use these IR materials within your workspaces.

Strategy

Last but not least; The strategy review of your selected companies. Divided into 3 parts , Macro, Industry and Leadership, Palmy gives you a good foundation to assess the stratgic nuances between each company.

Conlusion

I tried my best to highlight the most important parts of the comparison tool - You might find some hidden gems by yourself, once you try it out yourself.

In a world where you spend a lot of your time on researching multiple stocks, it's cruiral to use Palmy's comparison as they provide value at speed.

Q&A