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Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.
npx skill4agent add octagonai/skills sec-annual-comparisonoctagon-agentCompare key metrics and risk factors between <TICKER>'s current and previous year 10-K filings.{
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}Compare key metrics and risk factors between CRM's current and previous year 10-K filings.Compare AAPL's financial performance across the last 3 fiscal years from 10-K filings.How have TSLA's risk factors changed between FY2024 and FY2023 10-K filings?Compare revenue segment breakdown between GOOGL's FY2024 and FY2023 10-K filings.Compare the business description and strategy sections between MSFT's current and prior year 10-K.Compare gross margin and operating margin trends between NVDA's FY2024 and FY2023 10-K filings.| Category | Key Metrics |
|---|---|
| Revenue | Total revenue, growth rate, segment breakdown |
| Profitability | Gross profit, operating income, net income |
| Margins | Gross margin, operating margin, net margin |
| Balance Sheet | Assets, liabilities, equity, cash, debt |
| Cash Flow | Operating, investing, financing, free cash flow |
| Per Share | EPS, book value, dividends |
| Category | Key Metrics |
|---|---|
| Customers | Count, retention, concentration |
| Employees | Headcount, productivity |
| Geographic | Revenue by region, asset location |
| Segments | Business unit performance |
| Category | What to Compare |
|---|---|
| Business | Competitive, operational, strategic |
| Financial | Liquidity, debt, currency |
| Regulatory | Compliance, legal |
| Market | Economic, industry |
| Technology | Innovation, disruption |
| Category | What to Compare |
|---|---|
| Mission | Corporate purpose |
| Strategy | Growth initiatives |
| Investments | R&D, CapEx, M&A |
| Markets | Geographic, product expansion |
| Metric | Positive Trend | Negative Trend |
|---|---|---|
| Revenue | Growing, accelerating | Declining, slowing |
| Margins | Expanding | Contracting |
| Earnings | Increasing | Decreasing |
| Cash Flow | Strengthening | Weakening |
| Debt | Declining | Increasing |
| Ratio | Calculation | What It Shows |
|---|---|---|
| Revenue Growth | (Current - Prior) / Prior | Top-line momentum |
| Gross Margin | Gross Profit / Revenue | Pricing power, costs |
| Operating Margin | Operating Income / Revenue | Operational efficiency |
| Net Margin | Net Income / Revenue | Bottom-line profitability |
| ROE | Net Income / Equity | Shareholder returns |
| Debt/Equity | Total Debt / Equity | Financial leverage |
| Change Type | Significance |
|---|---|
| >20% improvement | Major positive development |
| 5-20% improvement | Solid progress |
| ±5% | Stable/flat |
| 5-20% decline | Concerning deterioration |
| >20% decline | Material negative change |
| Change | What It Means |
|---|---|
| New risk added | Emerging concern |
| Risk removed | Issue resolved or de-emphasized |
| Language expanded | Increased concern |
| Language reduced | Diminished concern |
| Position changed | Priority shift |
| Specificity added | Crystallizing risk |
| Position | Prior Year | Current Year | Interpretation |
|---|---|---|---|
| Top 5 | Top 5 | Top 5 | Persistent priority |
| Lower | Lower | Top 5 | Elevated concern |
| Top 5 | Top 5 | Lower | Reduced priority |
| None | None | Added | New risk |
| Present | Present | Removed | Resolved |
| Section | Changes to Note |
|---|---|
| Products | New offerings, discontinued products |
| Markets | Geographic expansion, exits |
| Customers | Target market shifts |
| Competition | New competitors, changed positioning |
| Strategy | New initiatives, changed priorities |
| Technology | Platform changes, R&D focus |
| Indicator | Examples |
|---|---|
| New emphasis | Repeated new terms |
| Removed emphasis | Topics no longer discussed |
| Changed language | Different framing |
| Quantification | New metrics disclosed |
| Commitment | Specific targets stated |
| Segment | Prior Year | Current Year | Growth | Mix Change |
|---|---|---|---|---|
| Segment A | $X | $Y | Z% | +/- pp |
| Segment B | $X | $Y | Z% | +/- pp |
| Indicator | Positive | Negative |
|---|---|---|
| Growth | Accelerating | Decelerating |
| Margin | Improving | Declining |
| Share of Total | Increasing (if healthy) | Declining |
| Investment | Increasing | Divesting |
| Signal | What Changed |
|---|---|
| Growth acceleration | New product, market |
| Margin expansion | Scale, efficiency |
| Cash flow improvement | Working capital, CapEx |
| Risk emergence | New competitive threat |
| Strategic pivot | Changed direction |