What it is
Comps lets you compare one company against the peers you pick, on the financial metrics and ratios you choose, over the time window you set. The current company is always pinned into the set; you add the rest by ticker or name (or with one click from its suggested peer group), then choose any number of income statement, balance sheet, cash flow, and ratio line items. The results come back two ways at once:- A trend chart for each selected metric, with every company plotted as its own series, so you can see how the group’s revenue, margins, leverage, returns, or valuation diverge over time.
- A synchronized comparison table underneath, grouped by year and period, with each company’s exact figures side by side for sorting, filtering, and cell-level selection.
When to use it
Reach for Comps when you want to compare one company against its peers on the same financial metrics and ratios over time — relative-valuation and benchmarking work where you already know (or want to hand-pick) the companies in the group:- Build a comp set for a sector or thesis — semis, large-cap pharma, regional banks — and line them up on the metrics that matter.
- Compare revenue, margins, leverage, returns, or valuation ratios across the group on a common basis.
- Watch how a peer group’s metric trends diverge over several years.
- Save the comp set to reuse each quarter so you are not rebuilding the group every reporting cycle.
- Hand off the comparison to Excel, a chart image, a bookmark, or the AI assistant.
When to use something else instead
| If you want… | Go to |
|---|---|
| A quick read of who the peers are, without building a full metric comparison | the peers section on Overview |
| The same custom or qualitative questions answered across many companies at once | Grids |
| One company’s full statements in depth (all line items, segments, adjusted metrics) | Financials & Ratios |
| Forward consensus and analyst forecasts | Estimates |
| A formatted written deliverable comparing the group | Reports |
How to use it
Open the Comps tab
Open a company in the Data Viewer and go to Comps. The current company loads automatically and is
always kept in the comparison.
Build your peer set
Search for companies by ticker or name and add each as a comparison tag, or click Add Relevant Comps
to add the company’s suggested peer group in one click (the button shows how many of those peers are not
yet added). Remove any company by clicking its tag; Clear resets back to just the current company.
Choose the metrics to compare
Search the metric list — income statement, balance sheet, and cash flow line items, plus financial
ratios — and add each one as a tag. Add as many as you need; remove them individually or Clear them
all.
Set the time window
Use the Years range selector to set the comparison window, and toggle between Quarterly and
Annual periods.
Read the results
A trend chart is drawn for each selected metric (one colored series per company), with a synchronized
comparison table underneath grouped by year and period.
Save the comp set
Name and store the current configuration — companies, metrics, and year range. Saved configurations sync
to the cloud and appear as quick-access tags you can reload, rename, or delete on any device.
What you get
Working areas
| Area | What it is for |
|---|---|
| Peer set builder | Choose which companies are in the comparison. A type-ahead search adds companies by ticker or name from the US and Canadian listed universe, returning up to 100 matches at a time. The company you are viewing is always kept in and cannot be dropped. Add Relevant Comps adds the company’s suggested peer group in one action and shows how many of those peers are not yet added. Selected companies appear as removable tags; Clear returns the set to just the current company. |
| Metric & ratio picker | Choose what to compare the peers on. Metrics are discovered from the underlying data and include income statement, balance sheet, and cash flow line items plus standardized financial ratios. You search and add metrics as tags; search returns up to 100 matches at a time. Ratios carry their own formatting — percentages show with %, multiples/ratios show with an x, turnover/efficiency measures show in days, per-share figures show unscaled, and large currency line items auto-scale to K/M/B. |
| Year range & period toggle | Control the time window and granularity. A start/end year selector sets the comparison window (default: the last four years), and a Quarterly / Annual toggle switches the table and charts between fiscal-quarter detail and full-year figures (defaults to Quarterly when period data is available). |
| Comparison charts | Visualize each metric across the group over time. One trend chart is drawn per selected metric, with each company as its own series. Charts support bar, line, stacked-bar, and area styles; a combined or separate per-metric layout; optional data labels, legend, gridlines, and a draggable time slider; left/right dual axes; automatic or forced K/M/B scaling; and per-series trend stats (total change and CAGR). Each chart downloads as a branded PNG. |
| Comparison table | See exact peer figures side by side. A sortable comparison table lists every company’s values for the selected metrics, grouped by year and then period, expanded by default. It supports sorting, filtering, column tools, and in-cell selection, with smart formatting (%, x, days, per-share, or K/M/B currency). A footer credits the data sources. |
| Saved configurations | Persist and reuse peer sets. The current comp set (companies + metrics + year range) can be saved under a name; saved sets appear as quick-access tags and in a manage menu where they can be reloaded, renamed, or deleted. They are stored per user both locally and in the cloud, so the same comp sets follow you across sessions and devices, with a status indicator showing Synced / Syncing / Sync Error. Up to 10 are kept. |
Key capabilities
| Capability | What it does |
|---|---|
| Curated peer-set builder | Hand-pick comparison companies by ticker or name from the US and Canadian universe; the current company is always included. |
| One-click Add Relevant Comps | Instantly populate the company’s suggested peer group from its profile. |
| Multi-metric selection | Compare peers on any number of income statement, balance sheet, cash flow, and ratio metrics, discovered from the data. |
| Standardized financial ratios | Compare ratios such as valuation, profitability, returns, leverage, and efficiency with correct %, x, and days formatting. |
| Quarterly / Annual toggle | Switch the whole comparison between fiscal-quarter detail and full-year figures. |
| Year-range selection | Set the historical comparison window (defaults to the last four years). |
| Per-metric trend charts | Plot each metric across all peers over time with bar/line/stacked/area styles, dual axes, separate per-metric charts, and CAGR / total-change stats. |
| Side-by-side comparison table | View exact peer figures grouped by year and period with sort, filter, and cell selection. |
| Saved comp sets with cloud sync | Name, reuse, rename, and delete peer-set configurations that follow you across devices (up to 10). |
| Reset | Return metrics, peer set, and date range to defaults. |
What you can take away
- Excel (.xlsx) export of the comparison table, AllMind authored, with header freeze and financial formatting.
- CSV export of the comparison table.
- Branded PNG of any individual metric chart, including per-series total change and CAGR.
- Bookmarked table saved to your bookmarks / Insights.
- Full comparison table pushed into AI Chat as structured context for follow-up questions.
- Named, cloud-synced saved configurations — reusable comp sets.
Data & sources
- Company fundamentals and standardized ratios — income statement, balance sheet, and cash flow line items plus computed financial ratios — are sourced from FactSet and standardized by AllMind.
- The suggested peer group behind Add Relevant Comps comes from the company’s profile peer list.
- The searchable company universe for the peer-set builder covers US and Canadian listed securities.
- Saved configurations are stored in your AllMind account so peer sets persist across sessions and devices.
Tips & best practices
- Seed with Add Relevant Comps, then refine. Start from the suggested peer group in one click, then add or remove names to match your exact thesis rather than building the set from scratch.
- Add the ratios, not just the line items. Margins, returns, leverage, and valuation multiples line up the group on a common basis even when absolute sizes differ; they carry the right %, x, and days formatting automatically.
- Use the trend stats to read divergence fast. Each chart’s per-series CAGR and total change tell you at a glance which peers are pulling ahead or falling behind over the window.
- Save the set you will revisit. Store the comp set under a name so it is ready next quarter; the cloud sync makes the same set available on any device.
- Send the table to the AI assistant for the “why.” Push the full comparison into AI Chat and ask which peer is cheapest on EV/EBITDA, or what is driving a margin gap across the group.
- Flip Quarterly / Annual to match the question. Use quarterly for near-term momentum across peers, annual for the longer arc and cleaner multi-year trend lines.
Limits & things to know
- Up to 10 saved configurations are retained per user; saving more drops the oldest.
- The current company is always forced into the peer set and cannot be removed.
- Both metric search and company/ticker search return up to 100 matches at a time.
- Coverage is US and Canadian listed securities — the searchable ticker universe.
- The year range defaults to the last four years. The selector spans a wide historical range, but actual depth depends on the company’s reported history available from the data provider.
- Charts and table show reported, historical actuals and ratios — not forward estimates or forecasts. For the forward view, use Estimates.
- Companies with no fundamental data in the chosen window simply show blank, dash (—) cells for the affected metrics rather than dropping out of the comparison.
- Data is cached briefly for performance (roughly six hours per company and year range), so very recent restatements may take time to refresh.
- Saved configurations capture companies, metrics, and year range — not chart styling choices.
Availability
Comps is available to signed-in users within a company’s Data Viewer, and saved-configuration cloud sync is tied to your account. There is no separate entitlement or paywall on the Comps surface beyond being signed in — it relies on fundamentals, so unlike the Price Analysis tab it is not gated to full-market-data US tickers.Works with other features
Chat (AI assistant)
Add to AI Chat sends the entire current comparison table into the assistant as structured context, so
you can ask questions or generate analysis from it. Selecting cells in the table and pressing Ctrl+K
captures that selection (and the full table) for the same purpose.
Bookmarks / Insights
Bookmark the comparison table to save it to your bookmarks / Insights for later reference.
Excel / CSV / PNG
Export the comp table to Excel or CSV for your models, or export any metric chart as a branded
PNG for decks and memos.
Add Relevant Comps
Seed the comparison from the company’s suggested peer group, pulled from its profile, in one click.
Grids
When you want to ask many companies your own custom or qualitative questions at scale — rather than line
them up on standardized metrics — take the peer set to a Grid.
Reports
Use the comparison as the factual base for a generated stock research report on the company — the Equities
workspace can kick one off for the ticker you are viewing.
Example workflow
Goal: build a peer group for a thesis, benchmark valuation and margins across it, then package and reuse the work.- Open the lead company in the Data Viewer and go to Comps. Click Add Relevant Comps to seed the suggested peer group, then add or remove names by ticker until the set matches your thesis.
- Add the metrics that matter — say Revenue, Gross Margin, EBIT Margin, Net Debt / EBITDA, and EV/EBITDA — and set the Years range to the last five years on the Annual view.
- Read the per-metric charts: use the CAGR and total-change stats to see which peers are compounding fastest and which are re-rating, then export the EV/EBITDA chart as a PNG for your memo.
- Press Add to AI Chat and ask the assistant, “Which peer looks cheapest relative to its margin and growth?” — answered against the exact comparison table.
- Save the comp set under a name so it is ready next quarter; it syncs to the cloud and appears on any device. Bookmark the table and export it to Excel for your model.
- To extend the work, run a Grid that asks each peer your own custom questions at scale, check Estimates for where consensus expects the group to land next, and generate a Report on the lead name grounded in the same numbers.
FAQ
How do I add comparable companies?
How do I add comparable companies?
Search by ticker or company name and add each as a tag, or click Add Relevant Comps to add the
company’s suggested peer group in one click. The company you are viewing is always included
automatically.
Can I compare quarterly and annual figures?
Can I compare quarterly and annual figures?
Yes. A Quarterly / Annual toggle switches the whole comparison between fiscal-quarter detail and
full-year figures; it defaults to Quarterly.
What metrics and ratios can I compare?
What metrics and ratios can I compare?
Income statement, balance sheet, and cash flow line items plus standardized financial ratios — such as
valuation, margins, returns, leverage, and efficiency. You search and add as many as you want; percentages,
multiples (x), and day-based measures are formatted correctly.
Do my peer sets stick around?
Do my peer sets stick around?
Yes. Save a configuration (companies + metrics + year range) under a name; it syncs to the cloud and is
available across your sessions and devices. Up to 10 are kept, and a sync indicator shows whether they
are saved.
How is Comps different from Grids?
How is Comps different from Grids?
Comps is a curated peer set measured on standardized financial metrics and ratios, with time-series
charts, saved configurations, and exports. Grids runs many companies against your own custom questions at
scale. Use Comps for standard relative valuation and benchmarking; use Grids for bespoke, question-driven
screens.
How is Comps different from the Overview peers section?
How is Comps different from the Overview peers section?
The peers section on Overview shows a quick snapshot of who the peers are. Comps
lets you build the peer set yourself and line everyone up on the metrics and ratios you choose, over a
time range, with charts, saved configurations, and exports.
Can I get the comparison into Excel or a chart image?
Can I get the comparison into Excel or a chart image?
Yes. Export the table to Excel or CSV, export any metric chart as a branded PNG, bookmark the table, or
push the whole table into AI Chat for follow-up questions.
Where does the data come from?
Where does the data come from?
Fundamentals and ratios are sourced from FactSet and standardized by AllMind.
Which markets are covered?
Which markets are covered?
US and Canadian listed securities make up the searchable comparison universe.