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.
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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.
Replace these placeholders in the prompt with your own values.
| Placeholder | Description | Example |
|---|---|---|
| [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 |
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.
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.