earnings margin momentum analyzer

    1

    Analyze earnings quality, margin momentum, and geographic concentration risk across multiple reporting periods.

    $5

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    Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLI+17 more

    See it in action

    You say

    Analyze the last three years of earnings for AAPL, focusing on gross margin trends, EBITDA momentum, and geographic concentration risk.

    Your agent does

    Revenue & Growth: 3-year CAGR at 8.2%. Margin Performance: Gross Margin expanded from 41.7% to 44.1%. Efficiency: Revenue per employee remains top-quartile. Geographic Concentration: HHI of 0.22 (Moderate). Momentum: EBITDA momentum is positive and accelerating (+120bps vs historical avg).

    What you get

    Identify operating leverage by tracking EBITDA per unit of operating expense.Quantify revenue concentration risk using HHI calculations.Detect margin acceleration or deceleration vs historical averages.Benchmark operational efficiency through asset turnover and revenue per head.

    About this skill

    The problem

    Manually calculating margin trends and efficiency ratios from financial statements is slow and prone to spreadsheet errors. Analysts often struggle to distinguish between temporary spikes and genuine operational momentum across multiple reporting periods.

    What it does

    • Calculates multi-period Gross, EBITDA, and EBIT margins using standardized formulas.
    • Measures operational efficiency through revenue per employee, asset turnover, and OpEx ratios.
    • Quantifies geographic risk using the Herfindahl-Hirschman Index (HHI) for revenue concentration.
    • Identifies margin momentum by comparing latest performance against historical averages to detect acceleration or deceleration.
    • Structures findings into a standardized report covering growth, efficiency, and key risk items.

    Why this beats prompting it yourself

    Generic prompts often miss subtle margin distortions or fail to apply consistent period-over-period comparisons. This skill enforces rigorous financial logic, including EBITDA estimation when missing and HHI calculations for concentration risk, ensuring a professional-grade analysis every time.

    Use cases

    • Conducting due diligence on a target company's historical profitability trends.
    • Benchmarking internal quarterly performance against historical efficiency metrics.
    • Identifying geographic concentration risks during portfolio reviews.
    • Analyzing operating leverage and margin sustainability for earnings reports.

    Known limitations

    Requires income statements and geographic revenue breakdowns for full utility. Does not provide forward-looking guidance or valuation modeling.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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