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Analyze Revenue Segments & Growth Drivers: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to decompose revenue segments and growth drivers for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.

This segment prompt for stock research isolates volume, price, mix, FX, and M&A drivers. Paste segment notes from the 10-K into Claude, ChatGPT, Gemini, or Grok and verify the arithmetic against the filing tables.

Recommended tools

ChatGPTClaudeGeminiGrok

Tags

Fundamental AnalysisIntermediate

The Analyze Revenue Segments & Growth Drivers prompt (Claude, ChatGPT, Gemini, Grok)

Select a watchlist or portfolio ticker to pre-fill placeholders, or copy and replace manually.

You are a senior equity research analyst specialising in segment-level analysis. Decompose revenue and growth drivers for [COMPANY_NAME] (ticker: [TICKER]) over the past [N_YEARS] fiscal years using only segment data disclosed in 10-K and 10-Q filings.

## Context
Use the segment reporting and revenue disaggregation footnotes. Where segments overlap or are restated, note the change explicitly. Do not speculate about future segment performance or provide investment recommendations.

## Required Analysis

### Part 1 - Segment Snapshot Table
For each operating segment:
| Segment | Latest Revenue ($M) | % of Total | Operating Income ($M) | Operating Margin | YoY Growth |

### Part 2 - Multi-Year Segment Trend
| Segment | FY-4 Revenue | FY-3 | FY-2 | FY-1 | FY (Latest) | 4Y CAGR |
Highlight segments accelerating, decelerating, or in absolute decline.

### Part 3 - Growth Driver Decomposition
For the top 3 segments by revenue, decompose the latest year's growth into:
- Volume / unit growth
- Price / mix
- New product launches or geographies
- Acquisitions (organic vs inorganic split)
- FX impact
If the company does not disclose this split, estimate using disclosed data and flag estimates as "est.".

### Part 4 - Margin Bridge by Segment
For the top 3 segments, identify drivers of margin change YoY:
- Operating leverage (revenue scaling vs fixed costs)
- Mix shift (within segment)
- Input costs / gross margin pressure
- One-time items

### Part 5 - End-Market & Customer Concentration
For each segment:
- Largest end markets and recent demand signals
- Customer concentration risk (Y/N)
- Channel mix (direct, indirect, OEM, etc.)

### Part 6 - Cross-Subsidisation & Capital Intensity
- Which segment generates the most cash?
- Which segment consumes the most CapEx?
- Are capital flows logical given strategic priorities, or is a low-return segment being subsidised?

### Part 7 - Growth Quality Scorecard
Rate each segment 1-5:
- Growth durability (structural vs cyclical)
- Margin trajectory (expanding, stable, compressing)
- Capital intensity (light to heavy)
- Disclosure transparency
- Strategic relevance to the consolidated business

### Part 8 - Research Agenda
List 3-5 follow-up questions (e.g. "Does the X% YoY growth in Segment B reflect price increases that may not repeat next year?").

### Part 9 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. segment revenue growth trajectories, segment margin divergence, and consolidated operating leverage).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Tables and bullets. Neutral, research-oriented language. Do not recommend buying, selling, or holding the stock.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.

Variables

Replace these placeholders in the prompt with your own values.

PlaceholderDescriptionExample
[COMPANY_NAME]Company name.Alphabet Inc.
[TICKER]Stock ticker symbol.GOOGL
[N_YEARS]Number of fiscal years for the multi-year segment trend (recommend 3-5).5

How to use this prompt

Replace [COMPANY_NAME], [TICKER], and [N_YEARS]. For better accuracy, paste the segment reporting footnotes from the 10-K alongside the prompt. The output is most useful when paired with the FCF and capital allocation prompts to see how each segment is funded.

Tips

  • Segment definitions often change - watch for restatements that make YoY comparisons non-comparable.
  • Decomposing growth into volume vs price vs mix is the single most important step - aggregate revenue growth hides huge insights.
  • For multi-segment names, the consolidated story is rarely the right one. Segment-level views typically dominate value drivers.
  • Combine with the moat prompt for each major segment - moat strength often varies dramatically across business lines.
  • Cross-subsidisation flags ("the cash cow is funding the loss-maker") are a major capital allocation red flag.

When to use this prompt

Building the segment-level section of a long-form research report

Diagnosing a missed quarter by isolating which segment caused the shortfall

Comparing segment performance to peers operating only in one of the same lines

Stress-testing a thesis built on one specific segment within a multi-line business

Updated 2026-05-12

These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.