Get Company Financial Tearsheet
bigdata_company_tearsheetFull Description
Returns a comprehensive company tearsheet with financial data, market intelligence, and analyst coverage. ⚠️ PREREQUISITE: Call find_securities first to get rp_entity_id and company_type. Workflow for company tearsheet: 1. Call find_securities → get "id" (use as rp_entity_id) and "type" (use as company_type) 2. Call this tool with both values 3. Optionally call bigdata_search for supporting content When to Use: Company financials, earnings, revenue, valuation, balance sheet, cash flow, analyst ratings, price targets, ESG data, risk assessment, real time sentiment and media attention, or any financial analysis. Data Returned by Company Type: → PUBLIC companies (from financial data APIs): • Company profile & real-time quote (price, market cap, volume) • Price performance (52-week range, moving averages, price changes over time) • Competitors comparison (symbol, price, market cap) • Financial statements (income, balance sheet, cash flow) • Key metrics & ratios (P/E, ROE, ROA, debt ratios, margins) • Analyst ratings & recommendations (Strong Buy/Buy/Hold/Sell/Strong Sell) • Analyst price targets (consensus, median, high, low) • Analyst estimates (forward revenue & EPS projections for next 8 quarters) • Latest earnings release (actual vs estimated, surprise %) • Earnings calendar & upcoming earnings dates • Dividend history (dates, amounts, yields, frequency) • Revenue segmentation by product and geography • Sentiment data (last 24h real-time, company-specific news) • Fund trends & institutional holdings (top buyers/sellers, position changes, options activity) • ESG performance scores (Environmental, Social, Governance scores & classifications) • ESG historical trends (yearly ESG scores, performance buckets, sector comparisons) • Workforce signals & employee trend metrics: modeled employee counts and net in/out workforce changes with time-series comparisons (MoM, YoY, trailing-12-month), enabling company growth and contraction analysis regarding job market trends.
→ PRIVATE companies: • Company overview (legal name, status, founded date, headcount, tags, founders, description) • Contact details (phone, email) & headquarters location (region, country, categories) • Web & social links (website, LinkedIn, Twitter/X, Facebook) • Crunchbase rank with trend changes (7/30/90-day) • Sentiment data (last 24h real-time, company-specific news) • Leadership team (executives, board members, advisors with roles and start dates) • Funding rounds (valuation, total raised, round details with investors and lead investors) • Investments made & acquisitions (target companies, amounts, status) • Founder profiles (investment activity, portfolio, exits) • Workforce signals & employee trend metrics: modeled employee counts and net in/out workforce changes with time-series comparisons (MoM, YoY, trailing-12-month), enabling company growth and contraction analysis regarding job market trends.
Filtering: The sections parameter exists for cases where the user EXPLICITLY references specific sections by name or concept. Do NOT use it for general tearsheet requests — omit it to return the complete tearsheet. Data sources (LLM instruction): When presenting the tearsheet results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.
Parameters (2 required, 2 optional)
company_typestringREQUIRED. Must be "Public" or "Private" - use the "type" field from find_securities response. Do not guess - wrong type returns incorrect data.
PublicPrivaterp_entity_idstringREQUIRED. The 6-character RavenPack entity ID from find_securities response ("id" field). Example: "4A6F00" (Alphabet), "DHLJNI" (RavenPack).
intervalstringREQUIRED for public companies. Choose the time period for financial data: - "quarter" (default): Quarterly financial statements (Q1, Q2, Q3, Q4) - "annual": Annual/yearly financial statements (FY) IMPORTANT: This parameter only applies to public companies and is ignored for private companies. DEFAULT BEHAVIOR: Always use "quarter" unless the user explicitly requests annual data. When users ask for "latest" or "recent" or "current" financial information, use "quarter".
quarterannualquartersectionsarrayOPTIONAL. Filters the tearsheet to the listed sections. ⚠️ DEFAULT BEHAVIOR — DO NOT PASS THIS PARAMETER unless the user EXPLICITLY references one or more specific sections by name or concept (e.g. "financials", "analyst ratings", "ESG", "dividends"). If the user asks for a general tearsheet, company overview, or any broad financial analysis → omit this parameter entirely so all sections are returned. HARD RULE: ✅ Use when user says: "show me Apple's financials", "what are the analyst ratings?", "give me the ESG data" ❌ Do NOT use for: "get me Apple's tearsheet", "tell me about Tesla", "run a full analysis on Microsoft" Only applies to public companies. Ignored for private companies. Valid values: - "company_overview" - Company profile, price performance, and description - "financial_ratios" - Gross margin, P/E, P/B, debt ratios (TTM) - "key_metrics" - EV, EV/EBITDA, ROE, ROA, free cash flow yield (TTM) - "dividends" - Dividend history, yields, and frequency - "analyst_estimates" - Forward revenue and EPS projections - "latest_earnings" - Most recent earnings actual vs estimated - "earnings_calendar" - Upcoming earnings dates - "financial_statements" - Income statement, balance sheet, cash flow - "revenue_segmentation" - Revenue breakdown by product and geography - "analyst_ratings" - Analyst recommendations and price targets - "fund_trends_history" - Institutional holdings and options activity - "hiring_trends" - Employee count trends and workforce signals - "esg_performance" - Environmental, Social, Governance scores - "mergers_acquisitions" - M&A activity (requires FactSet access) Example: ["financial_statements", "analyst_ratings"]
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