> ## Documentation Index > Fetch the complete documentation index at: https://complete-docs-x17s80.allmind.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Comps > Build a curated peer set, line every company up on the same financial metrics and ratios over time, and read it as a sortable comparison table plus per-metric trend charts — saveable, cloud-synced, and exportable. Comps is the peer-comparison and relative-valuation workspace inside a company's Data Viewer. You build a curated peer set — the company you are viewing plus the comparable companies you choose — pick the standard financial metrics and ratios you want to line them up on, set a year range and quarterly or annual periods, and read every peer side by side in a sortable comparison table with a clean trend chart for each metric. Peer sets and metric selections can be saved as named configurations that sync to the cloud, so the same comp set follows you across sessions and devices. *Find it under **Equities → Comps** for any company.* Users also call it "Comparables," "Peer comparison," "Relative valuation," or "Comp tables & graphs." ## 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. The fundamentals and ratios behind the comparison are sourced from **FactSet** and standardized by AllMind AI, so the line items and ratios are apples-to-apples across the group. ## 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](/data-viewer/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](/data-viewer/financials) | | **Forward consensus and analyst forecasts** | [Estimates](/data-viewer/estimates) | | A **formatted written deliverable** comparing the group | Reports | 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 questions at scale; Comps covers reported, historical actuals and ratios — not forward estimates. ## How to use it Open a company in the Data Viewer and go to **Comps**. The current company loads automatically and is always kept in the comparison. 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. 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. Use the **Years** range selector to set the comparison window, and toggle between **Quarterly** and **Annual** periods. 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. 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. Download the comparison table to **Excel** or **CSV**, export any metric chart as a branded **PNG**, **bookmark** the table, or send the full table into **AI Chat** to ask questions about it. ## 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. The table footer also credits the platform's wider data sources — **Estimates via LSEG IBES & Broker Estimates** and **ESG via MSCI** — which power other tabs rather than the Comps comparison itself. ## 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](/data-viewer/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](/data-viewer/price-analysis) tab it is not gated to full-market-data US tickers. ## Works with other features **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. **Bookmark** the comparison table to save it to your bookmarks / Insights for later reference. Export the comp table to **Excel** or **CSV** for your models, or export any metric chart as a branded **PNG** for decks and memos. Seed the comparison from the company's suggested peer group, pulled from its profile, in one click. 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. 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. Because saved comp sets are cloud-synced, the same group is ready across your sessions and devices. ## Example workflow **Goal: build a peer group for a thesis, benchmark valuation and margins across it, then package and reuse the work.** 1. 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. 2. 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. 3. 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. 4. 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. 5. **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. 6. To extend the work, run a **Grid** that asks each peer your own custom questions at scale, check [Estimates](/data-viewer/estimates) for where consensus expects the group to land next, and generate a **Report** on the lead name grounded in the same numbers. ## FAQ 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. Yes. A **Quarterly / Annual** toggle switches the whole comparison between fiscal-quarter detail and full-year figures; it defaults to Quarterly. 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. 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. 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. The peers section on [Overview](/data-viewer/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. 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. Fundamentals and ratios are sourced from **FactSet** and standardized by AllMind. US and Canadian listed securities make up the searchable comparison universe. ## Getting help For help using Comps or to talk through a relative-valuation workflow, reach AllMind support through the in-app support option or your account team. For a guided walkthrough, book a session from the **Help** link in the top navigation.