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Financial Analysis & Research

From equity research to investment due diligence

🎯 Equity Research

Scenario: Apple Q4 Earnings Analysis

"I need to write a research note on Apple's Q4 performance. How has their revenue mix evolved?"

Solution: Apple's filings split revenue into iPhone, Mac, iPad, Wearables and Services, each its own ribbon. Time analysis lines the mix up across six fiscal years.

Scenario: Tesla Cost Structure Deep-Dive

"Is Tesla's R&D investment sustainable? How does it compare to manufacturing costs?"

Solution: R&D and cost of revenue sit side by side on the cost half of the chart, with cost lines labelled by their share of revenue.

🎯 Investment Due Diligence

Scenario: Microsoft Cloud Transition

"How successful has Microsoft's shift to cloud been? What's the revenue impact?"

Solution: Revenue splits into Intelligent Cloud (the segment that includes Azure), Productivity and Business Processes, and More Personal Computing, and a prior-year comparison shows which one is pulling ahead.

Scenario: Meta Advertising vs Reality Labs

"Should I invest in Meta? How does the core ad business compare to metaverse investments?"

Solution: Advertising flows into Family of Apps while Reality Labs runs as its own revenue stream, so you can see how the two compare in size.

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Client Presentations & Advisory

Making complex financials accessible to clients and stakeholders

🎯 Investment Advisory

Scenario: Portfolio Diversification

"My client wants to understand why I'm recommending Apple over Microsoft"

Solution: Chart both from their 10-Ks. Apple's revenue runs through five product and service lines, Microsoft's through three segments, and margin labels show how much of each dollar reaches the bottom line.

Scenario: Growth vs Value Story

"Is NVIDIA overvalued? Show me the growth story"

Solution: Time analysis replays NVIDIA's revenue by market across six fiscal years, so Data Center's share is right there on the chart. The valuation call stays yours.

🎯 Board Presentations

Scenario: Competitive Analysis

"How do we compare to industry leaders? What can we learn?"

Solution: Chart the leaders Sankify covers, plus your own company if it's on the roster, from their own filings in the same layout. Then compare where each one's revenue comes from and where it goes.

Scenario: Market Opportunity

"Where should we invest? What markets are growing?"

Solution: Time analysis shows which segments grew fastest over six fiscal years, company by company, in filed figures.

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Education & Training

Teaching financial concepts with real-world examples

🎯 Business School

Scenario: MBA Finance Class

"Students need to understand how real companies structure revenue"

Solution: Students follow a real company's revenue from product lines through costs to net income, straight from its filing.

Scenario: Case Study Analysis

"Compare Tesla's business model to traditional automakers"

Solution: Chart Tesla, Ford and GM from their 10-Ks and compare where revenue comes from and where it goes. Ford's chart even breaks out its financing, leasing and insurance income.

🎯 Corporate Training

Scenario: Finance Team Training

"Help our team understand how to analyze competitor financials"

Solution: Hands-on practice with real filings from every company Sankify covers builds analytical skills.

Scenario: Investor Relations

"How should we present our financial story to investors?"

Solution: Chart peers from their own filings to see how each one breaks out its revenue and carries it through costs to net income.

See Sankify in Action

Try these scenarios on real SEC filings

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Use Cases