Fundamentals

This feature provides access to over 5 years of historical data, including revenue trends, dividend history, PE ratios, board meeting outcomes, and a wide range of key metrics like earnings per share (EPS), book value, and debt-to-equity ratios. Drawing from reliable financial sources, the AI summarizes this data in an easy-to-understand way, helping you grasp a company's performance without sifting through complex reports. It's designed for clarity, breaking down metrics step by step so beginners can learn while pros get quick insights.

Think of it as an educational snapshot of "what makes a stock tick," focusing on relative valuation by comparing metrics like earnings or book value.

How to Use

Request fundamentals directly in the chat from your dashboard—the AI pulls and analyzes data dynamically, presenting it in simple, digestible formats like tables or summaries. Specify the stock and metric for targeted results, or ask for overviews.

Example Prompts:

• "Fundamentals for RELIANCE."

• "PE ratio history for TCS over the last 10 years."

• "Show revenue growth and dividends for HDFCBANK, including recent board meeting highlights."

Available Metrics: To keep things clear, here's a curated list of commonly requested ones :

• Revenue and Net Profit (e.g., annual growth rates).

• Dividends (e.g., yield, payout ratio, history).

• Valuation Ratios (e.g., PE, PB, EV/EBITDA).

• Profitability (e.g., EPS, ROE, margins).

• Balance Sheet Items (e.g., assets, liabilities, debt levels).

• Other: Board meeting summaries, cash flow, and sector benchmarks.

For a full, up-to-date list with explanations, visit our dedicated Available Metrics page.

Response Example

Here's a sample interaction to show how the AI delivers clear, structured insights:

User Prompt: "Fundamentals for RELIANCE, focusing on revenue and dividends."

AI Response: For RELIANCE, the last 10 years show impressive revenue growth at an average of 15% annually, rising from ₹3.5 lakh crore in 2014 to over ₹9 lakh crore in 2024, driven by expansions in energy and retail sectors. The latest dividend is ₹10 per share, with a consistent payout ratio around 20-25%—this indicates strong cash flow for reinvestment. Technically speaking, the PE ratio stands at about 25, suggesting a balanced valuation compared to peers. 

Want to compare with another stock or dive into board meeting details?

Tips for Best Results

• Combine Features: Link with other modules for context, e.g., "Compare fundamentals of HDFCBANK and SBI, including PE ratios" to see relative strengths.

• Customize for Depth: Ask for specifics like "RELIANCE cash flow over 5 years" or "Impact of board meetings on TCS dividends" to focus on trends. Use time periods for historical views.

• Beta Note: Data spans 10+ years from trusted sources, but always cross-verify for accuracy; not financial advice. We're improving with more metrics like sustainability reports (e.g., similar to Dow's disclosures) and global benchmarks.

• Pro Tip: Start with broad queries to get an overview, then pair with the Research Module for peer comparisons or Learn Module to explain metrics like "What does a high PE ratio mean?"