Financial Growth

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](references/mcp-setup.md) for installation instructions.

Query Format

Retrieve year-over-year growth in key financial metrics for , limited to  records and filtered by period .

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 Year | Revenue Growth (%) | Gross Profit Growth (%) | Operating Income Growth (%) | Net Income Growth (%) | EPS Growth (%) | Free Cash Flow Growth (%) | |-------------|-------------------|------------------------|----------------------------|----------------------|----------------|--------------------------| | 2025 | 6.43% | 8.04% | 7.98% | 19.50% | 22.59% | -5.73% | | 2024 | 2.02% | 6.82% | 7.80% | -3.36% | -0.81% | 6.98% | | 2023 | -2.80% | -0.96% | -4.30% | -2.81% | 0.16% | -10.64% | | 2022 | 7.79% | 11.74% | 9.63% | 5.41% | 8.47% | 19.89% | | 2021 | 33.26% | 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

| Metric | Definition | |--------|------------| | Revenue Growth | YoY change in total sales | | Gross Profit Growth | YoY change in Revenue minus COGS | | Operating Income Growth | YoY change in income from operations | | Net Income Growth | YoY change in bottom-line profit | | EPS Growth | YoY change in earnings per share | | Free Cash Flow Growth | YoY 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]"

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: OctagonAI
• Source: OctagonAI/skills
• License: MIT
• Homepage: https://octagonai.co

Install and usage instructions live in the source repository linked above.