Financial Trends

Analysis of a company's financial metrics and performance indicators to identify business challenges, growth patterns, and potential timing signals for outreach. This data helps align solutions with documented financial pain points and initiatives.

Why this insight is important

Validate pain points with financial data
- Time outreach around earnings announcements when pain points are top of mind (e.g., missed expectations, declining margins)
- Support ROI conversations with prospect's actual financial metrics (e.g., "With your current $50M in sales expenses, a 10% efficiency gain would mean...")
- Identify budget availability by tracking capital expenditure trends and investment priorities
- Match solutions to documented financial challenges (e.g., pitching automation when operating margins are declining)

Categories of Financial Trends

Growth & Revenue (5 types)

Revenue growth patterns
Market share trends
Customer acquisition costs
Geographic expansion
Product line performance

Profitability & Margins (4 types)

Operating margins
Profit trends
Cost management
Pricing efficiency

Operational Efficiency (4 types)

Capital expenditure
Operating cash flow
Resource utilization
Cost structure

Market Performance (4 types)

Stock volatility
Investor expectations
Market valuation
Competitive position

Financial Health (3 types)

Debt levels
Cash position
Dividend policy

Example Output

{
  "data": {
    "insightTrend": [
    {
      "name": "MakingMoreMoneyButLosingGroundToCompetitors",
      "equation": "(QuarterlyRevenueGrowthYOY > 0) and (MarketCapitalization < (RevenueTTM * 4))",
      "equationForThisProspect": "QuarterlyRevenueGrowthYOY = 0.536 and MarketCapitalization = 750375000 and RevenueTTM = 730736000",
      "insight": true
    },
    {
      "name": "PricesDroppingSlowlyShowingTrendOfSluggishGrowth",
      "equation": "50DayMovingAverage < 200DayMovingAverage",
      "equationForThisProspect": "50DayMovingAverage = 44.13 and 200DayMovingAverage = 49.54",
      "insight": true
    },
    {
      "name": "StrongGrowthMeansMoreChallengesNeedingScalableSolutionsAndDataDrivenDecisions",
      "equation": "QuarterlyRevenueGrowthYOY > 0.2",
      "equationForThisProspect": "QuarterlyRevenueGrowthYOY = 0.536",
      "insight": true
     //  other insights would show if true
	  },
    {
    "earnings": {
      "symbol": "RGR",
      "annualEarnings": [
        {
          "reportedEPS": "2.72",
          "fiscalDateEnding": "2023-12-31"
        },
        {
          "reportedEPS": "4.96",
          "fiscalDateEnding": "2022-12-31"
        },
        // ... more annual earnings data
      ],
      "quarterlyEarnings": [
        {
          "surprise": "-0.09",
          "reportedEPS": "0.58",
          "estimatedEPS": "0.67",
          "reportedDate": "2024-02-21",
          "fiscalDateEnding": "2023-12-31",
          "surprisePercentage": "-13.4328"
        },
        {
          "surprise": "-0.46",
          "reportedEPS": "0.42",
          "estimatedEPS": "0.88",
          "reportedDate": "2023-11-01",
          "fiscalDateEnding": "2023-09-30",
          "surprisePercentage": "-52.2727"
        },
        // ... more quarterly earnings data
      ]
    },
    "companyOverview": {
      "CIK": "95029",
      "EPS": "2.71",
      "Beta": "0.437",
      "Name": "Sturm Ruger & Company Inc",
      "EBITDA": "229288000",
      "Sector": "MANUFACTURING",
      "Symbol": "RGR",
      "Address": "1 LACEY PLACE, SOUTHPORT, CT, US",
      "Country": "USA",
      "PERatio": "15.68",
      "Currency": "USD",
      "Exchange": "NYSE",
      "Industry": "ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)",
      "PEGRatio": "0",
      "52WeekLow": "42",
      "AssetType": "Common Stock",
      "BookValue": "18.14",
      "ForwardPE": "-",
      "52WeekHigh": "58.5",
      "EVToEBITDA": "7.8",
      "RevenueTTM": "730736000",
      "TrailingPE": "15.68",
      "Description": "Sturm, Ruger & Company, Inc. designs, manufactures, and sells firearms under the Ruger name and trademark in the United States. The company is headquartered in Southport, Connecticut.",
      "EVToRevenue": "1.168",
      "DividendDate": "2024-03-28",
      "ProfitMargin": "0.213",
      "DilutedEPSTTM": "2.71",
      "DividendYield": "0.0254",
      "FiscalYearEnd": "December",
      "LatestQuarter": "2023-12-31",
      "ExDividendDate": "2024-03-14",
      "GrossProfitTTM": "179668000",
      "AnalystRatingBuy": "1",
      "DividendPerShare": "3.36",
      "PriceToBookRatio": "2.262",
      "AnalystRatingHold": "1",
      "AnalystRatingSell": "0",
      "ReturnOnAssetsTTM": "0.321",
      "ReturnOnEquityTTM": "0.496",
      "SharesOutstanding": "17664200",
      "50DayMovingAverage": "44.13",
      "AnalystTargetPrice": "62",
      "OperatingMarginTTM": "0.298",
      "RevenuePerShareTTM": "41.55",
      "200DayMovingAverage": "49.54",
      "MarketCapitalization": "750375000",
      "PriceToSalesRatioTTM": "1.027",
      "AnalystRatingStrongBuy": "0",
      "AnalystRatingStrongSell": "0",
      "QuarterlyRevenueGrowthYOY": "0.536",
      "QuarterlyEarningsGrowthYOY": "1.381"
    }
]

Example Content

"Noticed in your latest earnings that operating margins declined to 5% while revenue grew 11%. Would love to share how we're helping other rapidly-growing companies automate operations to improve profitability while scaling"

See the next page for more detail on financial trend subtypes & data schema.