> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

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## 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.


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