bigdata_company_tearsheet

Receive comprehensive financial data, market intelligence, and analyst coverage for both public and private companies.

Overview

The Company Tearsheet provides comprehensive financial data, market intelligence, and analyst coverage for both public and private companies. This tool delivers institutional-grade data in a single API call, covering everything from real-time stock quotes to ESG metrics and workforce trends.

When to Use

The Company Tearsheet is ideal for:

• Company financials, earnings, revenue, and valuation data
• Balance sheet and cash flow analysis
• Analyst ratings, recommendations, and price targets
• ESG data and risk assessment
• Institutional holdings and fund trends
• Workforce signals and employee metrics
• Comprehensive financial analysis

How It Works

The Company Tearsheet follows a multi-step process to ensure accurate company identification and data retrieval:

1. Call: A call is made to find_securities with company name, ticker, or identifier
2. Extract: The id field is extracted (use as rp_entity_id) and type field (use as company_type)
3. Call: A call is then made to the bigdata_company_tearsheet with both values
4. Optionally: A call is made to bigdata_search for recent news and additional context

This workflow ensures that the correct company entity is identified before retrieving financial data, preventing errors from ticker symbol conflicts or name ambiguities.

Parameters

Parameter	Type	Required	Description
rp_entity_id	string	Yes	6-character RavenPack entity ID from find_securities (e.g., “4A6F00” for Alphabet, “DHLJNI” for RavenPack)
company_type	string	Yes	Must be “Public” or “Private” - use the exact “type” field from find_securities response
interval	string	No	For public companies only: “quarter” (default) or “annual” for financial statement periods

Important Notes

• The company_type parameter determines the data structure returned - mixing public and private types will result in incorrect data
• The interval parameter defaults to “quarter” for the most recent quarterly data
• When requesting “latest” or “current” financials, quarterly data is provided by default

Data Returned

Public Companies

Public company tearsheets include comprehensive financial and market data:

Core Financial Data

• Company Profile & Quote: Real-time price, market cap, volume, 52-week range
• Price Performance: Daily/weekly/monthly changes, moving averages, technical indicators
• Financial Statements: Income statement, balance sheet, cash flow (quarterly or annual)
• Key Metrics & Ratios: P/E, P/B, ROE, ROA, debt ratios, profit margins, revenue growth

Analyst Coverage

• Ratings & Recommendations: Strong Buy, Buy, Hold, Sell, Strong Sell distribution
• Price Targets: Consensus, median, high, low targets from analysts
• Estimates: Forward revenue and EPS projections for next 8 quarters
• Earnings Data: Latest earnings release with actual vs estimated and surprise percentage

Market Intelligence

• Competitors Comparison: Side-by-side metrics with peer companies
• Earnings Calendar: Upcoming earnings dates and conference call schedules
• Dividend History: Payment dates, amounts, yields, and frequency
• Revenue Segmentation: Breakdown by product line and geographic region

Advanced Metrics

• Institutional Holdings: Top buyers/sellers, position changes, options activity
• ESG Performance: Environmental, Social, and Governance scores with classifications
• ESG Trends: Historical ESG scores, performance buckets, sector comparisons
• Workforce Signals: Modeled employee counts, net in/out changes, MoM/YoY trends

Private Companies

Private company tearsheets focus on business intelligence and funding data:

Company Overview

• Profile: Legal name, status, founded date, employee headcount, industry tags
• Contact Information: Phone, email, headquarters location (country, region, city)
• Web & Social Presence: Website, LinkedIn, Twitter/X, Facebook links
• Company Rank: Current rank with 7-day, 30-day, and 90-day trend changes

Leadership & Team

• Executive Team: Names, titles, roles, and start dates
• Board Members: Board composition with member details
• Advisors: Advisory board members and their roles
• Founders: Founder profiles with investment activity and portfolio information

Funding & Growth

• Funding Rounds: Detailed round information including:
  • Valuation at each round
  • Total capital raised
  • Round type (Seed, Series A/B/C, etc.)
  • Investors and lead investors
• Investments Made: Companies the target has invested in with amounts and status
• Acquisitions: Target companies acquired, deal amounts, acquisition status

Momentum Indicators

• Workforce Trends: Employee count modeling with:
  • Net in/out workforce changes
  • Month-over-month comparisons
  • Year-over-year growth
  • Trailing 12-month trends

## Understanding the Data

### Quarterly vs Annual Data (Public Companies)

By default, public company tearsheets return quarterly financial data, which provides the most recent and granular view of company performance. Annual data can be requested for year-over-year comparisons and long-term trend analysis.

**When to use quarterly data:**
- Tracking recent performance trends
- Analyzing earnings surprises
- Monitoring short-term financial health
- Quarter-over-quarter growth analysis

**When to use annual data:**
- Long-term strategic analysis
- Year-over-year comparisons
- Full fiscal year performance reviews
- Historical trend analysis

### ESG Scores (Public Companies)

ESG (Environmental, Social, Governance) scores provide insight into a company's sustainability and ethical practices:

- **Environmental:** Climate impact, resource usage, pollution, waste management
- **Social:** Labor practices, human rights, community relations, product safety
- **Governance:** Board structure, executive compensation, shareholder rights, business ethics

Higher scores indicate better ESG performance. Historical trends show improvement or decline over time.

### Workforce Signals

Workforce signals track employee growth or contraction, providing early indicators of company expansion or challenges:

- **Month-over-month (MoM):** Short-term hiring/firing trends
- **Year-over-year (YoY):** Long-term workforce growth patterns
- **Trailing 12-month:** Annual workforce change trends

Rapid workforce expansion often indicates growth and investment, while contraction may signal cost-cutting or restructuring.

## Use Cases

### Investment Research
Combine financial statements, analyst ratings, and price targets to evaluate investment opportunities and build financial models.

### Competitive Analysis
Use competitor comparisons and revenue segmentation to understand market positioning and competitive advantages.

### Due Diligence
For private companies, review funding rounds, investor profiles, and leadership teams to assess company maturity and backing.

### ESG Investing
Screen companies based on ESG scores and trends to build sustainable investment portfolios aligned with ESG criteria.


---