skills/bigdata-peer-comparables/assets/report-template.md

# Peer comparables — report template

Follow this structure. Keep the section order. Every peer appears in every table with the same metrics from the same period — where a figure is unavailable, write "n/a" rather than dropping the peer. Add inline citations `[1]`, `[2]` immediately after claims, hyperlinked to the document URL.

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```markdown
# Peer Comparables: [Company Name] ([Ticker])
Peer set: [N] companies
Data as of: [Date] | Fiscal alignment: [Note any misalignment]

## Executive Summary
[2-3 sentences: where the company screens rich or cheap versus the set, how much of that is justified by fundamentals, and what the unexplained gap implies.]

## Peer Set Construction

**Included:**
| Company | Ticker | Why it belongs |
|---------|--------|----------------|
| | | |

**Excluded (obvious candidates):**
| Company | Why excluded |
|---------|--------------|
| | |

**Screening basis:** [Revenue model, end markets, size, growth profile, geography, capital intensity]

## Comparables Table

### Valuation
| Company | EV/Sales | EV/EBITDA | P/E (NTM) | FCF yield | [Sector multiple] |
|---------|----------|-----------|-----------|-----------|-------------------|
| **[Subject]** | | | | | |
| [Peer 1] | | | | | |
| … | | | | | |
| **Peer median** | | | | | |
| **[Subject] quartile** | | | | | |

### Growth
| Company | Revenue growth (TTM) | Revenue growth (NTM cons.) | EPS growth |
|---------|---------------------|----------------------------|------------|
| **[Subject]** | | | |
| **Peer median** | | | |
| **[Subject] quartile** | | | |

### Profitability and Returns
| Company | Gross margin | EBITDA margin | Operating margin | FCF margin | ROIC | ROE |
|---------|--------------|---------------|------------------|------------|------|-----|
| **[Subject]** | | | | | | |
| **Peer median** | | | | | | |
| **[Subject] quartile** | | | | | | |

### Leverage
| Company | Net debt / EBITDA | Interest coverage |
|---------|-------------------|-------------------|
| **[Subject]** | | |
| **Peer median** | | |

### Sentiment and Sell-Side
| Company | Mean PT vs spot | Buy / Hold / Sell | Quantified sentiment |
|---------|-----------------|-------------------|----------------------|
| **[Subject]** | | | |
| **Peer median** | | | |

## Premium / Discount Decomposition

**Headline:** [Subject] trades at a [X%] [premium / discount] to the peer median on [primary multiple].

| Driver | Direction | Magnitude | Justifies premium/discount? |
|--------|-----------|-----------|------------------------------|
| Growth differential | | | |
| Margin differential | | | |
| Returns (ROIC) differential | | | |
| Leverage / balance sheet | | | |
| Earnings quality | | | |
| Moat / competitive position | | | |
| **Unexplained residual** | | | **[This is the opportunity or the warning]** |

## Relative Verdict
**[More attractive / In line / Less attractive] than the peer set.**

[2-4 sentences on the specific drivers behind the verdict.]

**What would close the gap:** [Specific, observable events or trends]
**What would widen it:** [Same]

## Sources
  ALWAYS include a "Sources" section listing ALL documents referenced with:
   - Reference number matching the inline superscript number
   - Source name and publication date (MMM DD, YYYY) hyperlinked to the URL

   **Example:**
   [1] (NVIDIA Q3 2026 Earnings Call - Nov 19, 2025)[https://www.benzinga.com/node/...]
   [2] (Benzinga - Nov 20, 2025)[https://www.benzinga.com/node/...]

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## Disclaimer

This output is for informational and research-assistance purposes only. It does **not** constitute investment, legal, tax, accounting, or other professional advice, and it is **not** a recommendation to buy, sell, or hold any security or instrument or to pursue any strategy. Information may be incomplete, estimated, delayed, or inaccurate. Past performance does not guarantee future results. Verify material facts independently and consult qualified advisors before making decisions.
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## Footer rule

The **Powered by Bigdata.com** line and the **Disclaimer** block above are mandatory and must be reproduced **verbatim**, after the Sources section, in every user-facing deliverable.