Competitor Analysis

Competitor Analysis ranks companies within the same industry by relative competitive position. A 15% gross margin is elite in grocery but weak in software — so absolute thresholds fail across industries. Peer-relative scoring normalizes across five dimensions so the verdict is always meaningful within the comparison set.

Creator

Driven

Created time

Last update

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Usage

Built-in skill

How it works

Peer-relative ranking, not absolute thresholds

Every dimension is scored via percentile rank within the peer set. A 15% gross margin is weak in software but dominant in grocery — absolute thresholds fail across industries. Scoring inside the peer set means the verdict is always meaningful within the comparison and never triggers false positives from sector differences.

Revenue Growth (30%)

Revenue CAGR across available years. The heaviest weight because share gains compound — a company outgrowing peers today is rewriting the industry's future, not just outperforming this quarter. Growth trajectory dominates the composite.

Profitability (25%)

Average gross margin. Reflects pricing power, product differentiation, and cost structure — the most durable moat indicator across cycles. Persistent high gross margin is how structural advantage shows up in the income statement.

Efficiency (20%)

Average net margin. Captures operating discipline and capital-structure effects that gross margin alone misses — how much of each revenue dollar actually reaches shareholders after operating costs, interest, and taxes.

Margin Momentum (15%)

Gross margin change in percentage points from first to last year. Direction matters as much as level: a peer with expanding margins is strengthening its competitive position; a peer with contracting margins is losing ground, even if the absolute level still looks good.

R&D Investment (10%)

Average R&D as % of revenue. Proxy for investment in future competitive position — weighted lightly because not every industry competes