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Analyser company's annual report

Turn dense 10‑Ks into structured line items, spreadsheets, and clear trend summaries without manual searching or copy‑paste.

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Overview

As a research analyst or investor, you’ll often want to dig into specific line items in a company’s annual report. Perplexity can help simplify the process of searching through 10-Ks manually to extract line items, copy them over to a spreadsheet, and summarise insights and trends.

Your search

Create an Excel that analyses and compares the CapEx to FCF of the MAG 7 tech companies over the past five fiscal years.

Key output

Depending on the complexity of the ask, Perplexity will choose the right format to return the answer. In this case, because we are looking at CapEx and FCF (free cash flow) across seven different public companies, the data will be returned in a comprehensive, multi-tab spreadsheet which can be viewed in Perplexity or exported separately as an Excel or Google Sheet document.

Perplexity will also provide a brief, digestible summary of key findings with live equity performance.

Tips

  • Request specific metrics: "Include CapEx as a percentage of revenue and FCF conversion ratios for each year"
  • Add benchmark context: "Show how each company's CapEx intensity compares to their historical average and sector peers"
  • Ask for trend analysis: "Flag which companies are increasing vs. decreasing CapEx spending and what that suggests about their growth strategy"
  • Request forward guidance: "Pull management's guidance on expected CapEx spending for the next fiscal year from recent earnings calls"
  • Get efficiency insights: "Calculate the ROI on CapEx by comparing revenue growth and margin expansion to CapEx investment levels"
  • Ask about breakouts: "Show me CapEx by category (data centre, R&D, manufacturing, real estate) for companies that disclose this detail"
  • Request outlier analysis: "Highlight years where CapEx or FCF deviated significantly from trends and explain what drove those changes"
  • Add comparative ranking: "Rank the MAG 7 companies by FCF generation efficiency (FCF as % of revenue) for the most recent fiscal year"
  • Get scenario modelling: "If [company] maintains current CapEx levels, project their FCF for the next 2-3 years based on historical growth rates"
  • Request macro context: "Note major market events, product launches, or strategic shifts during periods of significant CapEx changes"

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