One plan, everything in it

One plan. The whole product.

There is one plan, and it is the whole product. No thinner dataset, no shorter history, no slower pack for anyone — because there is no tier above it to hold anything back.

Coverage

3,291 covered SEC-reporting operating companies

Rendered live from our coverage build. The boundary is SEC registration, not nationality — foreign private issuers that file with the SEC are covered. This number counts operating companies and nothing else. There is no REIT, no bank and no insurer inside it and there never has been — those are counted separately in the row below, against their own bars, because a company in one of those families is never a peer in an operating cohort. Incomplete-history names are outside it too: all six core metrics must be present across three fiscal years before a company enters.

Metric families — counted separately, on purpose

170 REITs · 58 banks & thrifts · 81 insurance underwriters

Each family has its own metric set, its own coverage file and its own admission bar, and these are deliberately not added to the number above — a single total would say the two populations are interchangeable, and the whole point of a metric family is that they are not. No cohort, median, band or percentile we compute ever spans two families. What we hold is larger than what clears a bar: 205, 347 and 106 tickered filers sit in those files at some tier, each row naming the leg that binds it. The bank bar is by far the tightest and we did not lower it to make the number look better: an efficiency ratio with no filed net-revenue check element at the same period end is not one we will publish. Family packs are not orderable from this page. This plan buys operating-company packs; if a family benchmark is what you need, write to us first and we will tell you what we hold and what we refuse to compute before you pay for anything.

Peers

Up to 12 in every pack, your choice

Pick them yourself, or give us the subject alone and we auto-select same-line-of-business, same-scale peers and say so in the pack.

Core metrics

6, validated for every covered company

Revenue, Revenue growth (YoY), Operating margin, Net margin, FCF margin, Capex % of revenue — 3+ fiscal years, 5 where filed. Validated present before a company enters the universe. Where a filer does not disclose one in a given year, that year's cell reads n/a with the reason — never an estimate. A pack renders a six-year window by design; that is the window, not the extent of the data. Measured across the covered universe, the median company has 9 fiscal years in which all six core metrics compute, the deepest 18, and 64.3% hold more than a pack renders — every one of those years is cited to its filing and reachable through the Data API in your seat, one metric-year per call. A deeper pack window has not shipped, and each pack states its own numbers: the years it renders, the years its CSV delivers, and the annual periods we hold for that filer.

Extended metrics

17 more, where the filing discloses them

Gross margin, EBITDA margin, D&A % of revenue, SG&A % of revenue, R&D % of revenue, SBC % of revenue, Effective tax rate, FCF conversion (FCF / net income), Accruals ratio, Net debt / EBITDA, Interest coverage (EBIT / interest), ROIC, DSO (days sales outstanding), DIO (days inventory outstanding), DPO (days payables outstanding), Cash conversion cycle, Buybacks + dividends. Undisclosed prints "n/a" — never an estimate.

Deliverable

PDF-ready HTML + three CSV companions, generated on demand

The pack is print-formatted HTML — open it, print to PDF from your browser, and it's the copy for the room. Three CSVs ride with every pack: the data CSV (every underlying number, with quality flags) for your model, the provenance CSV citing each filed figure to its XBRL tag, form and period, and the statistics CSV carrying every rendered median, P25–P75 band and percentile as data. We don't render the PDF for you, so we don't claim to: it is one keystroke at your end and an honest description at ours. Requests are picked up within a minute and a pack computes in seconds. Your seat also includes the Excel add-in (=CD.GET, =CD.SOURCE, =CD.PEERS, =CD.COHORT, =CD.MULTIPLE) and the Data API — the same filed figures, cited the same way, straight into your own model; installing the add-in is two minutes from the support page.

Guarantee

14-day accuracy refund · free reissue always

If a pack materially misstates its cited sources and you tell us within 14 days of the charge, we cancel and refund that charge in full. Separately and with no time limit: any figure that doesn't match its filing is verified and the pack reissued free.

Does $2,000 make sense?

Break-even is one division — and we won't do it with numbers we made up.

We have no idea how many comp sets your team builds or what an hour of your analysts' time costs. So here is the arithmetic with our number filled in and yours left blank.

Break-even, stated plainly: $2,000 ÷ (what one comp set costs you to produce today) = the number of packs a year at which an Analyst subscription has paid for itself. Every pack after that one is free.

And because requests are unlimited, the plan price divided by your volume is what each pack actually costs you. That table is pure division — not a forecast of your usage:

If you request…	Analyst $2,000/yr
4 packs a year	$500 each
12 packs a year	$167 each
26 packs a year	$77 each
52 packs a year	$38 each

Put your own numbers in

Both fields are blank on purpose. Nothing is calculated until you supply them.

Hours one comp set takes your team by hand

Fully-loaded cost of that hour (USD)

Enter both numbers and this line will tell you the break-even volume for each plan.

Before you spend anything

Who this is not for.

Every one of these is a firm no, decided before payment rather than apologised for after. If you need any of them, this is the wrong product and we'd rather you knew now.

You need us to supply share pricesWe do not resell market data — no prices, no market cap, no feed. We do compute the multiples: give us a price and /comps returns EV/Revenue, EV/EBITDA, P/E and P/B for a subject and its peers, with every non-price input cited to a filing. So a 409A workfile still needs a market-data source alongside us — it just does not need a second fundamentals source.

You need forecasts or adjusted numbersGuidance, consensus estimates, non-GAAP adjustments. Filed GAAP figures only. We never estimate.

You need a REIT, bank or insurer pack todayWe built the metric families — a separate metric set, coverage file and admission bar for each — but a family pack is not orderable from this site, and this plan buys operating-company packs. Write to us before you subscribe rather than after: we will tell you what we hold, which measures we refuse to compute for those families and why, and whether that is worth anything to you. Funds, blank-check shells, broker-dealers and insurance brokers have no metric family at all — for those the answer is simply no.

Your subjects are private or non-SEC filersPrivate companies and foreign private issuers that don't file with the SEC. No filings, no benchmark.

You want bespoke analysis or adviceCustom metrics, written commentary, recommendations. The metric set is fixed and the pack is informational benchmarking — not advice, not an audit.

You want a filed number "fixed"We report what the company filed. Suspected filing artifacts are flagged n.m. or held for review — never quietly rewritten.

You need exactly one comp set, everAn annual plan is the wrong shape for a single request you'll never repeat. Say so when you write in and we'll tell you honestly rather than sell you a year.

You need it to cover every US-listed tickerIt doesn't, and we won't pretend. The build picker is the authority: if you can select a company there, we can deliver it. If you can't, we don't sell you a pack full of "n/a".

Billing, in advance of billing you

The renewal terms, before the card, not in the receipt.

What you're agreeing to

Annual term, paid up front. Your plan covers 12 months from the day the payment clears, in USD, through a merchant of record that handles VAT/GST where it applies.
It auto-renews. On each anniversary your plan renews for another 12 months and the same card is charged, unless you cancel first.
Renewal price = the price on your order. $2,000 a year. If we ever change it, you get at least 30 days' written notice before the new price applies, and you can cancel inside that window and never pay it.
You get a reminder before every charge. Between 30 and 45 days before each renewal we email you the exact date, the exact amount and the card to be charged, with a one-click cancellation link in the same message.
Cancelling is self-serve and takes seconds. One click in your subscriber console, or the cancellation link in any reminder or receipt. No phone call, no retention conversation, no form to request cancellation. It turns off renewal on your CompsDesk record and your access runs to the end of the term you've already paid for. Your payment provider holds its own copy of the subscription, so cancel it there too from your original receipt — and if any charge still reaches you after your term ends, we refund it in full.
The accuracy refund. If a pack materially misstates its cited sources and you tell us within 14 days of the charge, we cancel and refund that charge in full. Separately, with no time limit: any figure that doesn't match its cited filing is verified and the pack reissued free.

The binding version of all of this — plus privacy, licence and liability — is in the terms.

Start your subscription

Choose Analyst and check out by card through our merchant of record — your access and your first pack are ready the moment payment clears. The renewal terms above apply from that first charge.

Can I try it before committing to a year?Yes — three complete sample packs are on the site, nothing blurred, and a free one-page benchmark of your own company is a ticker away. If you want a full pack on your own peer set to evaluate, ask for a pilot when you write in: it's credited in full against an Analyst subscription taken within 30 days. It is never sold as a standalone product.

What counts as "unlimited"?Any covered company, any peer set, as many packs as your seats can use. There is no request quota and no metering. If a plan ever gets used at a scale that isn't sustainable we'll talk to you about it — we won't silently throttle you.

Who is a seat?A named person at your organisation who can request packs. Access is one credential issued to one email, which is exactly what Analyst is. Multi-seat plans were previously listed and have been withdrawn until the invite flow behind them actually exists — we would rather sell one plan that is entirely real than three where two are promises. If you need several people on this, write in and we will work something out by hand.

What if the company we need isn't covered?Then we don't sell you a pack on it. Check the picker before you subscribe — it lists every company we've verified across all six core metrics. If something that should be there isn't, tell us and we'll check the coverage build.

Do you resell or share our data?No. We store what's needed to generate and deliver your packs. No sale of customer data, no ad tracking.