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financial-growth

financial-growth

github.com/octagonaiData & databases130268 installsUpdated 21w ago
Repository

About financial-growth

financial-growth is a skill for analyzing year-over-year changes in public companies’ financial metrics. It uses Octagon MCP to retrieve growth figures and supports follow-up interpretation across earnings, cash flow, margins, and EPS.

Key features

  1. 01Year-over-year financial growth metrics
  2. 02Revenue, profit, EPS, and cash flow coverage
  3. 03Fiscal-period and record-count filtering
  4. 04Guided trend and divergence analysis
  5. 05Follow-up query suggestions

Use cases

  1. 01Review a public company’s annual growth
  2. 02Compare earnings growth with cash flow
  3. 03Identify periods of broad declines
  4. 04Investigate margin and EPS trends

MCP support

Requires Octagon MCP configured in an AI agent. It calls the octagon-agent tool to retrieve company financial growth data.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/octagonai/skills --skill financial-growth

After installing, type/financial-growthin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

marketplace.json
README.md
references/
interpreting-results.md
mcp-setup.md

Details

From the project README

Financial Growth

Retrieve and analyze comprehensive year-over-year growth in key financial metrics for public companies using Octagon MCP.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Query Format

Retrieve year-over-year growth in key financial metrics for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key financial metrics for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a comprehensive table with YoY growth percentages:

Fiscal YearRevenue Growth (%)Gross Profit Growth (%)Operating Income Growth (%)Net Income Growth (%)EPS Growth (%)Free Cash Flow Growth (%)
20256.43%8.04%7.98%19.50%22.59%-5.73%
20242.02%6.82%7.80%-3.36%-0.81%6.98%
2023-2.80%-0.96%-4.30%-2.81%0.16%-10.64%
20227.79%11.74%9.63%5.41%8.47%19.89%
202133.26%45.62%64.36%64.92%71.30%26.70%

Data Source: octagon-financials-agent

Key Insights Pattern

After receiving data, generate insights:

  1. Peak performance years: Identify years with highest growth across all metrics
  2. Earnings vs cash flow divergence: Compare Net Income growth to FCF growth
  3. Margin trends: Compare Gross Profit and Operating Income growth to Revenue
  4. EPS enhancement: Note when EPS growth exceeds Net Income growth (buybacks)
  5. Challenging periods: Flag years with broad-based declines

Metrics Reference

MetricDefinition
Revenue GrowthYoY change in total sales
Gross Profit GrowthYoY change in Revenue minus COGS
Operating Income GrowthYoY change in income from operations
Net Income GrowthYoY change in bottom-line profit
EPS GrowthYoY change in earnings per share
Free Cash Flow GrowthYoY change in operating cash flow minus capex

Analysis Tips

Exceptional Growth Years

When all metrics show double-digit growth:

  • Identify specific drivers (new products, markets, pricing)
  • Assess sustainability of growth rate
  • Compare to industry and competitors
Earnings Quality Check

When Net Income Growth >> Free Cash Flow Growth:

  • Potential working capital build
  • Aggressive revenue recognition
  • One-time items boosting earnings
  • Investigate cash conversion
Share Buyback Impact

When EPS Growth > Net Income Growth:

  • Active share repurchase program
  • Check shares outstanding trend
  • Assess capital allocation priorities
Margin Expansion

When Operating Income Growth > Revenue Growth:

  • Operating leverage at work
  • Cost discipline showing results
  • Pricing power in action
Contraction Periods

When multiple metrics decline:

  • Identify root cause (demand, competition, costs)
  • Check if industry-wide or company-specific
  • Look for recovery signals in subsequent periods

Follow-up Queries

Based on results, suggest deeper analysis:

  • "What factors contributed to the significant [YEAR] growth spike?"
  • "How did the [YEAR] downturn impact [COMPANY]'s long-term strategy?"
  • "What explains the [YEAR] net income growth despite lower free cash flow?"
  • "Compare [COMPANY]'s growth metrics to [PEER1] and [PEER2]"

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