This articles covers what you will see on the Financials page in the Company Profile
Company Profile
Enter a company name/ticker into the Company & Ticker search, and you'll land on the Company Profile Page. Having all of this information in one place helps you get up to speed on companies you care about in an instant.
This is where you can find the sector, sub-sector, and a description of the company, as well as financials about the company, such as stock information, EBITDA etc.
Overview
Access the "Overview" to get a synthesized summary of the company and understand the Earnings Summary across the entire industry. This is the best place to get up to speed on a single company, with curated content and data across all market perspectives and integrated AI workflows to help complete common tasks. Here you'll view the Latest Documents, Key Financials and Metrics, Performance vs. Peers, Key Expert Perspectives, Wall Street Insights, and Earnings Commentary for both the company you searched for and their industry.
Summary
The Summary page is your one-stop shop to get up to speed on a company and answer questions like:
- What does this company do?
- Is it doing well?
- What does the competitive landscape look like?
- What does the market think?
This page provides foundational context, pulling together content and data across the entire AlphaSense platform, including your firm’s own content. Quick Links provide one-click access to the latest filings, earnings call transcripts, and Canalyst Models and Industry Comps, while Latest Documents helps you keep tabs on the latest developments so you’re never out of the loop.
With the integration of financial data, you’re now able to get both the numbers and the story behind them, providing a full 360° view on any company. The Financials & Metrics section provides a snapshot of a company’s financial performance and how it compares to industry peers.
We’re also weaving our AI capabilities into Company Profiles to make it easier to understand key themes and areas of interest for further research. This comes to life in a few places on the Summary page. First, the Expert Perspectives and Wall Street Insights sections let you compare perspectives on a company’s SWOT and competitive landscape and automatically surface insights from expert call transcripts and broker research reports. Next, the Earnings Commentary section gives you a synopsis of your chosen quarter’s earnings call with key takeaways, topics discussed, and even the sentiment around each topic.
Industry Earnings Summary
Once in the Industry Earnings Summary experience, you can use the Industry Map to toggle between industry-level summaries and individual company-level summaries. Adjusting your selection will automatically change the contents of the summary modules. If you’ve selected the industry as a whole, modules will summarize common topics, positives, negatives, and outlooks from across the top 200 companies based on market cap within that industry.
You can click on a bullet point from any of these modules to preview the various sources our model used to create that particular summary. Most of these summaries will have multiple sources because they summarize themes across multiple company earnings calls.
Additionally, you can adjust the timeframe from which these summaries are sourced. For the time being, we only provide summaries back to Q4 2023, but this will soon be expanded to at least a year of historical information.
For more context surrounding the Company Profile, check out this article.
Financial Overview
Select the "Financials Overview" tab to understand insights in regard to valuation, the financial overview, key metrics, and a chart to visualize key financial metrics and how they have changed over time.
Valuation & Ratios
This Valuation Summary table shows key financial metrics on a historical and projected basis with a key focus on the metrics used to do a valuation on the company.
Our Ratios section gives a full breakdown of Margins, Operating Ratios, Liquidity and Coverage Ratios, Leverage Ratios, Profitability Ratios, and Other Ratios so that you can evaluate a company's growth, sales, profits, efficiency, and leverage.
Statements
This section provides key statements from companies to perform your financial analysis, including Income Statements, Balance Sheets, and Cash Flow reports.
Income Statement
The Income Statement comprehensively summarizes all key income metrics from the past 5 years and expectations for upcoming quarters. The columns with an (E) and highlighted in gray are yearly broker consensus estimates.
Broker consensus estimates are aggregated predictions or forecasts made by sell-side analysts regarding the future performance of a company's financial metrics (Earnings Per Share, Revenue, etc.) Broker consensus helps investors evaluate risk and sentiment and determine whether their views align with market consensus.
Balance Sheet
AlphaSense also provides the company's balance sheet, which summarizes its assets, liabilities, shareholder equity, fund balance, and supplementals at specific points in time.
Cash Flow Sheet
The Cash Flow Sheet summarizes a company's operating cash flow, investing cash flow, as well as financing cash flow over a specific period of time.
Comparables
In the Comparables, you can easily see the peers of the company of interest automatically. You can also add individual companies to the chart via the "add company to table" box. You have several methods of visualizing relevant metrics for a peer-to-peer comparison underneath Visualize Data. You can also manage the columns to add any additional information you may require for your analysis.
Screener
Screener can be accessed by clicking the overlapping circle icon on the vertical toolbar on the left side of the screen. Once in Screener, you can choose comparable equities. You can manage your fields to focus on your key focus areas and then filter each field to properly screen and filter for companies matching your criteria.
Mergers and Acquisitions as well as Funding Screeners are expected to release Mid-Late July 2025.
Excel Add-In
AlphaSense's Financial Data Excel Add-In can be downloaded in two ways:
Option 1 - Microsoft AppSource
Follow this link to the AlphaSense App in Microsoft AppSource (or search for “AlphaSense” in the top search bar), select “Get it now” and follow on-screen instructions to download the Add-In.
- Step 1: Search for AlphaSense in the top search bar in Microsoft AppSource
- Step 2: Once you click, "Get it now" follow the on-screen instructions to download the add in.
Option 2 - Excel
Navigate to the “Home” tab and select the “Add-In” Icon. Then search for “AlphaSense'' in the left-hand search bar. Finally, select “Add” to download the Add-In. From here, AlphaSense will have its own tab in Excel.
Follow the breakdown below:
- Step 1: Navigate to the "Home" tab in Microsoft Excel
- Step 2: Click on the "Add-Ins" Icon
- Step 3: Search for "AlphaSense" and click on "Add" to download the app
Once it is successfully downloaded, you should see the AlphaSense tab and once you click My account you be prompted to sign into your AlphaSense account on the right-hand side of your screen.
Industry Comps
With Industry Comps in AlphaSense, you get:
- Fast Competitive Benchmarking: Instantly compare performance across industry peers with more than 85 pre-built industry comp sheets
- Customizable Insights: Tailor peer sets and metrics to align with specific business goals like benchmarking earnings performance or identifying growth opportunities
- Expert-Curated Data: Trusted, accurate data sourced and curated by sector-focused analysts directly from filings, press releases, investor presentations, and supplementals
- Efficiency Boost: Save time with Excel exports and visualizations
Review this quick 4-minute demo to see how it works:
Canalyst Models
Canalyst Models provide financial professionals with an extensive library of 4,000+ pre-built, highly accurate, and granular financial models that update automatically, saving time and enabling faster, more confident decision-making. With unmatched data accuracy and industry-specific KPIs, Canalyst models equip users with the detailed insights needed to streamline analysis, build scenarios, and outperform the competition.
These are no data sheets—they’re fully linked, driveable models with verified historicals and the most relevant data a company reports in filings, earnings presentations, supplementals, and press releases.
Watch this video walkthrough of one of our models to see it in action:
For more context surrounding Canalyst Models, check out this article.
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