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Feb 26 10 tweets 3 min read Read on X
FinChat just launched Custom Metrics 📊

Here are 10 insane charts you can now build with it:

1. Alphabet - Google Cloud Operating Margin

$GOOGL Image
2.) ASML - Average Price per EUV System

ASML's lithography systems are notorious expensive. In fact, in 2023, the average EUV system cost just under $200 million.

$ASML Image
3. Meta - Family of Apps Operating Margin

Meta's Family of Apps business (Facebook, Instagram, WhatsApp, etc.) reached record profitability last quarter with 60% operating margins.

$META Image
4. Ferrari - Average Price per Car

In 2024, the average price of a Ferrari was north of $400k. Talk about pricing power.

$RACE Image
5. Costco - Enterprise Value per Warehouse

The average Costco warehouse is currently valued at $509 million!

$COST Image
6. Walmart - Sales per Square Foot

Last year Walmart averaged $650 of sales per square foot. That's up ~50% from a decade ago.

$WMT Image
7. Spotify - New Users Added per Quarter

Last quarter Spotify added 35 million new MAUs. The 2nd highest quarter in the company's history.

$SPOT Image
8. Tesla - Cars Produced per Day

This year, Tesla produced an estimated 4,859 cars every single day. In 2015, they were producing just 140 cars per day.

$TSLA Image
9. Snowflake - Annual Revenue per Customer

Not only is Snowflake growing its customer count, but the average revenue per customer has grown at 23.6% annually over the last 4 years.

$SNOW Image
10. Robinhood - Total Assets per Account

Although Robinhood's total users are still down from 2021 highs, the brokerage platform seems to be attracting higher quality users. Average Assets per MAU is ~4x higher than 5 years ago.

$HOOD Image

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More from @finchat_io

Feb 7
More than 3,000 companies reported earnings this week.

Here are the 10 most impressive charts we found: Image
1.) Spotify - Free Cash Flow Margins $SPOT

Spotify's operating leverage came quickly. FCF Margins have improved from 0% to 15% in 2 years.

Performance since earnings: +16% Image
2.) Palantir - Commercial Customers $PLTR

Palantir added more commercial customers than any quarter in its history.

Performance since earnings: +33% Image
Read 11 tweets
Jan 8
5 companies that have doubled their gross margins over the last 20 years:

1,) Nvidia $NVDA

Gross Margin:

2004: 32%
2024: 76% Image
2.) Broadcom $AVGO

Gross Margin:

2005: 34%
2024: 75% Image
3.) Amazon $AMZN

Gross Margin:

2004: 23%
2024: 48% Image
Read 6 tweets
Dec 19, 2024
Very few companies have grown revenue by 20% for the last 20 years.

Here are 12 of them:

12.) Monster $MNST

20-yr Revenue CAGR: 20.7% Image
11.) Monolithic Power Systems $MPWR

20-yr Revenue CAGR: 20.9% Image
10.) NVIDIA $NVDA

20-yr Revenue CAGR: 22.6% Image
Read 12 tweets
Dec 15, 2024
The 7 Fastest Growing Consumer FinTech Apps:

7.) Cash App $SQ

The all-in-one personal finance app best known for its peer-to-peer money transfer business.

5-yr Customer CAGR: 26% Image
6.) DAVE $DAVE

Dave is a mobile app that offers easy cash advances to customers needing to bridge the gap before their next paycheck.

3-yr Customer CAGR: 27% Image
5.) Wise $WISE

Wise is the lowest cost provider of cross-border money transfers. Customers can also spend money in multiple currencies with the Wise Card.

5-yr Customer CAGR: 29% Image
Read 7 tweets
Dec 5, 2024
Here are 6 growing companies with massive buyback programs:

{Thread} Image
1. MGM Resorts $MGM

Buyback Yield: 16.7%
Market Cap: $11.2 billion
5yr Revenue CAGR: +7%
3yr Shares Outstanding Change: -37% Image
2. PubMatic $PUBM

Buyback Yield: 9.8%
Market Cap: $796 million
5yr Revenue CAGR: +22%
2yr Shares Outstanding Change: -8% Image
Read 7 tweets
Nov 25, 2024
This is Bill Ackman.

He's outperformed the market by more than 1,400% over the last 20 years.

He called the GFC and the COVID crisis.

Here are 5 of his best investments ever: Image
1.) MBIA $MBI

In 2003, before starting Pershing Square, Ackman grew skeptical of the mortgage-backed securities market.

So he bought credit default swaps & shorted the stock of one of the largest municipal bond insurers in the country as they were a counterparty to it.

In 2009, after the GFC caused MBIA's debt ratings to plunge, Ackman exited his short for $1.4B.Image
2.) General Growth Properties

In the depths of the GFC, Ackman bought $60M worth of distressed shopping mall operator General Growth Properties.

After encouraging them to file bankruptcy and buy time with creditors, GGP sold assets & emerged from bankruptcy turning Ackman's $60M investment into $1.6B.Image
Read 7 tweets

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