Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
Side by Side comparison using XBRL data
1. Mission – Help investors unlock the
intrinsic value of XBRL by Developing
Investment analysis tools based on XBRL data.
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2. S&P 500
• S&P 500 is one of the most tracked indexes in the investment
world. It consists of 500 companies covering over 90 different
industries.
• Knowledge of these 500 companies is a very valuable assets
for any investor.
• Presently there are no FREE tools that help investors in
analyzing these 500 companies.
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3. S&P500 COMPARISON TOOL
Analyze10k has come-up with a FREE tool that will help investors do side by
side comparison of S&P 500 companies in a fast and efficient manner. Tools is
available online at http://www.analyze10k.com
With just a few mouse clicks an investor can do side by side comparison of
any two peer companies belonging to S&P 500 index.
The comparison report can further be saved in excel format for further
analysis.
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4. HOW DOES THE TOOL WORK?
• The tool makes use of the XBRL technology. Based on the user’s inputs it goes and
queries http://www.sec.gov database that has the interactive financial reports
based on the XBRL data
Main parts of the tool
GUI based input panel where user selects parameters for the comparison
report.
PHP based processing engine that takes in the input from the GUI based
panel , further queries the SEC database and then generates the comparison
report.
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5. DEMO OF A SAMPLE COMPARISON
SCENARIO : Let us say that one is exploring the P&C Industry and wants to
compare the latest balance sheet of 10-Q reports for two leading P&C
Insurance companies Chubb and Traveler’s inc.
Following are the four steps one needs to take to get to the comparison
report
STEP-1 : Got to http://www.analyze10k.com and click on S&P
500 comparison tool
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6. DEMO OF A SAMPLE COMPARISON
• Following input screen will be displayed.
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7. DEMO OF A SAMPLE COMPARISON
• STEP-2 Select the appropriate values from the drop downs
boxes as shown below.
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8. DEMO OF A SAMPLE COMPARISON
Report by filing date – This is captured directly from the SEC’s
web site. Following is the snapshot from the SEC web site that
gives last two filing dates for Traveler’s 10-Q reports.
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9. DEMO OF A SAMPLE COMPARISON
Financial statement names – This is captured directly from the
SEC’s interactive web site that has the XBRL format data.
Following is snapshot for Traveler’s inc’s latest 10-Q report.
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10. DEMO OF A SAMPLE COMPARISON
• STEP-3 : Click on the button that says “Click here to generate
report” . It will give for few seconds a red message as “Please
wait” . During this time the system queries SEC database for
the Financial reports matching the input values.
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11. DEMO OF A SAMPLE COMPARISON
This is how the final comparison report looks like. Its displayed in two slides here
because the comparison report could not fit in one slide.
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12. DEMO OF A SAMPLE COMPARISON
• Comparison report continued from previous page
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13. DEMO OF A SAMPLE COMPARISON
• STEP-4 : Option for downloading the comparison report to
Excel : The user can click on the link click here for excel
output to get the comparison report in Excel format. User can
then save the excel file for further analysis.
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14. DEMO OF A SAMPLE COMPARISON
• In order to view the sample comparison report in excel please
log in to http://www.analyze10k.com/sample.xls
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15. THANK YOU!!!
In case of any questions please e-mail admin@analyze10k.com
We will be more than happy to assist you.
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