Research Module

This feature enables you to compare stocks, sectors, or key metrics side by side, drawing from financial data to highlight differences in performance, valuation, and trends. Inspired by professional analysis methods, it uses ratios like Price-to-Earnings (P/E) and Debt-to-Equity (D/E) to assess if a stock is undervalued or overvalued compared to peers . Whether you're evaluating banking giants or researching IT sector trends, the AI provides clear, educational insights to inform your understanding. Think of it as a simplified version of tools from platforms like Money control or Bloomberg, focusing on fundamentals without direct advice . It's perfect for spotting relative strengths, such as higher ROE indicating efficient use of shareholder funds .

How to Use

Dive into research by chatting from your dashboard. The AI handles comparisons dynamically, pulling from historical and current data for balanced views. Specify stocks, sectors, or metrics for tailored results, similar to how investors analyze market cap or industry trends for informed decisions .

  • Example Prompts:

    • "Compare HDFCBANK with peers like ICICIBANK."

    • "Research IT sector trends, including top performers."

    • "Compare RELIANCE and TCS on PE ratios and revenue growth."

For sector-specific metrics, ask about things like Customer Acquisition Cost (CAC) in tech or Same-Store Sales Growth in retail to get deeper insights .

Response Example

Here's a sample interaction to demonstrate the structured, comparative output:

User Prompt: "Compare HDFCBANK with ICICIBANK."
AI Response: HDFCBANK vs. ICICIBANK: The P/E ratio for HDFCBANK is around 18, suggesting it's potentially undervalued compared to ICICIBANK's 20, which might indicate overvaluation relative to earnings  . 

HDFCBANK shows a higher dividend yield at about 1.5% vs. ICICIBANK's 1.2%, with stronger ROE at 17% indicating better efficiency in generating profits from equity . From a sector perspective, both are in banking, where HDFCBANK leads in net profit margins—technically speaking, this highlights HDFCBANK's edge in profitability.

Want to include more metrics like debt-to-equity?

Tips for Best Results

  • Combine Features: Pair with other modules for comprehensive reports, e.g., "Compare fundamentals of HDFCBANK and SBI, including PE ratios and revenue growth" to blend in 5+ years of data from the Fundamentals module .

  • Customize: Focus on specific aspects like "Compare energy sector stocks on production costs per barrel" for tailored sector analysis, which can reveal sustainability and profitability edges .

  • Beta Note: Comparisons use real-time data from sources like market indices (e.g., Nifty Bank at 56,818.45 with +0.11% change) and aim for accuracy, but always verify; we're enhancing with more global benchmarks . Not investment advice & use for education, like understanding how a low P/E might suggest value in evolving sectors .

  • Pro Tip: Start with broad queries like "Research finance sector performance" to get overviews (e.g., Finance sector market cap at 14.9T USD with +0.73% change), then narrow to ratios for deeper dives .

Last updated

Was this helpful?