fundamental-comparator

Fundamental Comparator

Compare key financial metrics across multiple symbols on a single chart. Overlay price charts with fundamentals for direct, side-by-side comparison.

Category

Analysis

Inspired By

• TradingView Fundamental Graphs
• Koyfin
• FinViz

Features

100+ Metrics Available

• Valuation: P/E, P/B, P/S, EV/EBITDA, PEG Ratio
• Profitability: ROE, ROA, ROIC, Net Margin, Gross Margin
• Growth: Revenue Growth, EPS Growth, Free Cash Flow Growth
• Dividends: Yield, Payout Ratio, Dividend Growth Rate
• Debt: Debt/Equity, Interest Coverage, Current Ratio
• Efficiency: Asset Turnover, Inventory Turnover
• Per Share: EPS, Book Value, Revenue, Free Cash Flow

Comparison Modes

• Cross-Company: Compare AAPL vs MSFT vs GOOGL
• Sector Average: Company vs sector benchmark
• Historical: Same company over time
• Peer Group: Auto-selected industry peers

Visualization

• Multi-Line Charts: Overlay any metrics
• Price + Fundamental: Dual-axis charts
• Heatmaps: Sector-wide metric comparison
• Scatter Plots: Correlation analysis (P/E vs Growth)
• Ranking Tables: Sort by any metric

Screening Integration

• Undervalued Finder: P/E < sector + growth > sector
• Quality Score: Composite fundamental rating
• Momentum + Value: Combine technical and fundamental
• Dividend Aristocrats: Filter by dividend history

AI Analysis

• Metric Interpretation: "Why is this P/E ratio concerning?"
• Peer Comparison: "How does this compare to competitors?"
• Trend Analysis: "Are margins improving or declining?"
• Risk Assessment: "What does this debt level mean?"

Usage

import { FundamentalComparator } from 'kit-trading/skills/fundamental-comparator';

const comparator = new FundamentalComparator();

// Compare P/E ratios
const comparison = await comparator.compare(
  ['AAPL', 'MSFT', 'GOOGL', 'META'],
  ['peRatio', 'revenueGrowth', 'netMargin']
);

// Get fundamental score
const score = await comparator.score('NVDA');
// { overall: 85, valuation: 60, profitability: 95, growth: 98 }

// Find undervalued stocks
const undervalued = await comparator.screen({
  peRatio: { lt: 15 },
  revenueGrowth: { gt: 20 },
  debtToEquity: { lt: 0.5 }
});