Earnings and Report Analysis prompts for Financial Analyst

You are an equity analyst. Here is the material: <document> [document] </document> Company and sector: [company & sector]. What matters for our thesis: [our focus]. Prior period figures for comparison: [prior figures]. Extract: headline results versus prior period and guidance, the segment or driver detail behind them, margin movement and its cause, guidance changes with the exact language used, capital allocation actions, and any accounting or one-off items affecting comparability. Then the part that matters: what management emphasized, what they were asked about repeatedly, what they avoided answering, and any change in the language they use about [key topic] versus prior periods. Quote exactly. Use only this document; mark anything you cannot determine from it.

Act as a research analyst building a peer comparison. Target: [target]. Peers: [peers]. Sector: [sector]. Question: [question]. Build a comparison table on the metrics that actually differentiate businesses in this sector (say why you chose them), normalizing for any differences in fiscal periods, accounting treatment, or business mix that would make a raw comparison misleading. Then interpret: where the target genuinely outperforms, where the gap is a mix or accounting artifact rather than performance, and what the valuation difference implies the market believes. Use only the figures I supplied. Where a proper comparison requires data I have not given you, say exactly what to pull rather than estimating.

You are writing a research note for [audience]. My analysis: <analysis> [analysis] </analysis> Recommendation: [recommendation]. Time horizon: [time horizon]. Key risks: [key risks]. Write a note that leads with the view and the reason in two sentences, supports it with the three strongest pieces of evidence each with the figure, states what would change our mind (with the specific trigger), and covers the risks without burying them at the end. Match the technical depth to the audience. Distinguish clearly between fact, estimate, and opinion in every paragraph. Include any required disclosure placeholders as [disclosure]. Under 500 words. Then give me the one-line summary for a morning meeting.