# Company report generation template ## Objective Generate a clear, professional report on the company, based on the documents provided and any data you can research. The documents provided are official annual reports issued by the company itself. You must use financial data from the last 5 years. If this data is not included in the documents, you must research it. If possible, also use the most recent quarterly financial reports. Up-to-date data is required. ## Report structure This structure is a guideline, depending on what is most convenient, but all points must be addressed in one way or another. **Title** - It should be “X (Y_Z) - F,” where “X” is the name of the company, “Y” is the company's ticker symbol on the market, ‘Z’ is the market on which it is listed, and “F” is today's date in the format 2025_02_01, for example, for February 1, 2025. **Financial analysis** - Financial analysis. - No stock market information of any kind is required. **Sector, products, and lines of business** - Description of the sector, lines of business, and main products. - Strategic context of the sector. Tell me everything you can about the sector. - Simple explanation of the main products that someone unfamiliar with the sector can understand. - Table with the following content: - Column 1: Main lines of business. - Column 2: Sales in dollars in that line of business. - Column 3: Three main competitors, with their sales in those lines of business in parentheses. - Table with the following content: - Column 1: Main products. - Column 2: Sales figures in dollars for those products. - Column 3: Three main competitors, with those competitors' sales in those products in parentheses. **Earnings** - Explain what the fundamental source of earnings is, quantified if possible. Try to think of things that are not obvious. - Explain what drives the company's sales, margins, and growth. You can use the following ideas as examples: monopoly, good sector, weaker competitors, low capital requirements, cost advantage, high capacity for reinvesting profits, ability to increase prices, low need for product renewal, reputation, network effect, market share, product quality, customer need, customer switching costs, user preference for the brand, intellectual property. - List of competing companies that have been found, including the company being analyzed, from best to worst net profit margin, quantified if possible. - Try to think about how profits might evolve over the next two years. **Risks** - List the main risks facing the company in its business. - Look for worrying information in the documents, look for information that the company seems to be trying to hide. Omit regulatory warning notes. - See how the company's profits might behave in times of crisis. - See if its profits are highly cyclical, which would be negative. - See if its profits are overly dependent on external variables such as raw materials. - If you find any, list important reasons why you should not invest in this company in the long term. **References** - Notes including the date the document was generated, a list of the documents analyzed, additional sources, and the version of ChatGPT used. ## Style - Number chapters and subchapters. - Formal, technical, and objective tone. - Do not use emotional or informal language. - Prioritize clarity, precision, and relevance. - All figures must have two decimal places. - Omit anything related to sustainability, ethics, diversity, and ESG.