Business Page — the whole company on one page, in its own sworn words, from the SEC filings.
Not a scraped description. Not a stock-site blurb. The company’s own sworn account, structured so you can use it.
Before you study a single multiple or chart a single ratio, you must answer the first question of investing: what does this company actually do? Most tools answer it with a recycled two-sentence blurb of unknown age and origin. We answer it from the source documents — the 10-K, the segment reporting, the earnings call.
Where the data comes from
- The latest 10-K annual report. The business description, the risk factors, the workforce disclosures — written by the company, signed by its officers, filed with the SEC. When the company files a new one, the page updates. You are never reading last decade’s description of this decade’s business.
- Reported revenue segmentation. How revenue actually splits across products and geographies, from the company’s own financial reporting — not estimates.
- The earnings call. A snapshot of the most recent transcript, so the page reflects what management said this quarter, not just what it filed this year.
- Market data. Price history and key market metrics, current.
How we structure it
Raw filings are long, legal, and unreadable at speed. We parse each company’s filings into a consistent structure, so every business page answers the same questions in the same places:
- What it does. A faithful business summary and a description of the business model — how the company makes its money.
- How the revenue splits. Product and geographic segmentation, charted.
- Where it sits. A precise industry classification, from sector down to sub-industry.
- Who runs the machine. Employee count and workforce composition — full-time, part-time, contract, seasonal, unionized, international — as disclosed.
- Who it competes with. True peers, selected by our Competitor Similarity Score from what companies say in their filings — each peer shown with the evidence for why it belongs.
- How efficiently it runs. Revenue per employee over time, benchmarked against the sub-industry — a blunt, honest measure of productivity that is hard to fake and easy to compare.
- What could go wrong. Key risk factors, extracted from the filing — because the company is required to tell you, and most investors never look.
The Competitor Similarity Score that picks the peers, and the revenue-per-employee benchmark that ranks productivity, are heuristics — disciplined rules of thumb that compress primary-source filings into one comparable number, meant to point your judgment, not replace it.