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Compare Two Stocks Head-to-Head: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to compare two stocks head-to-head for fundamental research. Works with Claude, ChatGPT, Gemini, and Grok.

This AI prompt for stock research compares two names on fundamentals, valuation, and competitive position. Paste excerpts for both issuers into Claude, ChatGPT, Gemini, or Grok and keep the comparison evidence-based.

Recommended tools

ChatGPT

Claude

Gemini

Grok

The Compare Two Stocks Head-to-Head 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. Build a side-by-side head-to-head comparison of [TICKER_A] ([NAME_A]) and [TICKER_B] ([NAME_B]) in the [SECTOR] space.

## Context
Use the most recent reported financials and public disclosures. State the as-of date and source for every key metric. Do not suggest which stock to buy, sell, or hold; the output is a structured research comparison.

## Required Analysis

### Part 1 - Business Snapshot
| Item | [TICKER_A] | [TICKER_B] |
- One-line business description
- Primary revenue model
- Geographic mix (% US / % International)
- Customer concentration risk (Y/N)
- Reporting currency & FY end

### Part 2 - Growth & Profitability
| Metric | [TICKER_A] | [TICKER_B] | Edge |
- Revenue TTM ($B)
- 3-year revenue CAGR (%)
- Latest YoY growth (%)
- Gross margin
- Operating margin
- EBITDA margin
- FCF margin
- ROIC / ROE

### Part 3 - Balance Sheet & Cash Flow Strength
| Metric | [TICKER_A] | [TICKER_B] | Edge |
- Net debt / EBITDA
- Interest coverage
- Cash & equivalents
- FCF / Net income (cash conversion)
- Capital returned (buybacks + dividends, TTM)

### Part 4 - Valuation Comparison
| Metric | [TICKER_A] | [TICKER_B] | Premium/Discount |
- P/E (trailing & NTM)
- EV/EBITDA
- EV/Sales
- P/FCF
- Dividend yield

State whether the valuation gap is justified by growth, margins, or risk profile.

### Part 5 - Competitive Position
- Each company's primary moat source(s)
- Direct overlap vs differentiated end markets
- Customer overlap or win-rate evidence where disclosed
- Disruption / substitution risk for each

### Part 6 - Bull / Bear Snapshot
For each ticker, provide:
- 3 strongest bullish points (with evidence)
- 3 strongest bearish points (with evidence)

### Part 7 - Verdict-Style Scorecard
Rate each company 1-5 on:
- Growth durability
- Profitability quality
- Balance sheet
- Capital allocation discipline
- Competitive position
- Valuation attractiveness (relative)

Total each score. Note the leader on each dimension.

### Part 8 - Research Agenda
List 3-5 follow-up questions (e.g. "Investigate why [TICKER_B] trades at a discount despite higher ROIC").

### Part 9 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection between the two companies (e.g. revenue CAGR trajectory, operating margin gap over 10 years, and valuation multiple divergence).
- Provide the direct Chartloom visual research links for both tickers:
  - [TICKER_A]: https://www.chartloom.com/c/ticker/[TICKER_A]
  - [TICKER_B]: https://www.chartloom.com/c/ticker/[TICKER_B]

## Output Format
Tables, headers, and bullet points. Neutral, research-oriented language. Do not suggest buying, selling, or holding either 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.

Placeholder	Description	Example
[TICKER_A]	First stock ticker.	AAPL
[NAME_A]	First company name.	Apple Inc.
[TICKER_B]	Second stock ticker.	MSFT
[NAME_B]	Second company name.	Microsoft Corporation
[SECTOR]	Sector or sub-sector for context.	Mega-cap Technology

How to use this prompt

Replace the two tickers, names, and sector. The structure forces an apples-to-apples comparison rather than a marketing pitch. Use the output as a starting point and verify any data points against primary sources before relying on them.

Tips

Pick two companies with overlapping end markets - comparing very different business models often produces noise rather than insight.
Pay attention to the "Edge" column - the comparison only matters where one company is meaningfully ahead.
For mega-cap names, the valuation gap is usually the punchline; for smaller names, the balance sheet often is.
Add a third or fourth peer using the multi-peer comp prompt once you have a clear two-name view.
Re-run after each earnings season to see whether the gap on key metrics is widening or closing.

When to use this prompt

Quick fundamental comparison before choosing which name to research deeper

Building the relative-comp section of a long-form research report

Writing a "[Stock A] vs [Stock B]" article or content piece

Preparing for an internal debate or investment committee discussion

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.

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