Important Disclaimer: EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. This open-source project is created by Stefano Amorelli and built by the community is not affiliated with or approved by the U.S. Securities and Exchange Commission.
SEC EDGAR MCP provides investment professionals with powerful tools for conducting thorough due diligence, screening investments, and monitoring portfolio companies.

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Investment Research Workflows

Due Diligence

Comprehensive company analysis for investment decisions

Screening

Identify investment opportunities across markets

Monitoring

Track portfolio company performance and risks

ESG Analysis

Evaluate environmental, social, and governance factors

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Due Diligence Process

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Initial Company Assessment

1

Company Overview

You: "Give me a comprehensive overview of NVIDIA's business model and recent performance"

Assistant: I'll analyze NVIDIA's business and recent performance using their latest SEC filings.

🔧 Tools used: get_cik_by_ticker, get_submissions, get_filing_txt_sections, get_company_concepts

🏢 Business Overview:
• Primary: Graphics processing units (GPUs) and system-on-chip units
• Key Markets: Gaming, Data Center, Professional Visualization, Automotive
• AI/ML Leadership: Dominant position in AI training and inference

📊 Recent Performance (Q4 2024):
• Revenue: $60.9B (+22% YoY)
• Data Center Revenue: $47.5B (+27% YoY)
• Gaming Revenue: $10.4B (+15% YoY)
• Net Income: $32.9B (+581% YoY)

💡 Investment Thesis: Leading AI infrastructure provider with strong moat
2

Financial Health Check

You: "Analyze NVIDIA's financial health and key ratios"

Assistant: I'll perform a comprehensive financial health check on NVIDIA.

🔧 Tools used: get_company_concepts, get_xbrl_frames

📊 Financial Health Metrics:
• Total Assets: $96.0B
• Total Liabilities: $27.1B
• Stockholders' Equity: $68.9B
• Cash & Equivalents: $34.8B

📈 Key Ratios:
• Debt-to-Equity: 0.39 (very low leverage)
• Return on Equity: 47.7% (exceptional)
• Current Ratio: 4.17 (strong liquidity)
• Quick Ratio: 3.64 (excellent)

✅ Financial Health: Excellent - Strong balance sheet with minimal debt
3

Growth Analysis

You: "Show me NVIDIA's revenue growth trend over the past 3 years"

Assistant: I'll analyze NVIDIA's revenue growth trajectory over the past 3 years.

🔧 Tools used: get_company_concepts, get_filing_txt_sections

📈 3-Year Revenue Trend:
• FY 2022: $26.9B
• FY 2023: $27.0B (+0.4%)
• FY 2024: $60.9B (+126%)

🚀 Growth Metrics:
• 3-Year CAGR: 31.3%
• Last 12 months: +126% YoY
• Data Center growth: +279% YoY
• Gaming segment: +15% YoY

💡 Key Driver: AI boom driving unprecedented data center demand

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Risk Assessment

You: "What are the key risk factors for NVIDIA according to their latest 10-K?"

Assistant: I'll extract and analyze key risk factors from NVIDIA's latest annual report.

🔧 Tools used: get_submissions, get_filing_txt_sections

⚠️ Top Risk Factors:

🔄 Competition & Technology:
• Intense competition from AMD, Intel in GPU/AI chips
• Rapid technology changes requiring constant innovation
• Customer concentration risk (major cloud providers)

🌐 Geopolitical:
• Export restrictions to China (significant revenue impact)
• Taiwan manufacturing dependency (TSMC)
• Supply chain vulnerabilities

💼 Market & Economic:
• Cryptocurrency mining demand volatility
• Economic downturn impact on data center spending
• Inventory and demand planning challenges

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Investment Screening

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Value Screening

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Growth Screening

You: "Find high-growth companies with revenue growth above 20% year-over-year"

🔧 Tools used: get_xbrl_frames, get_company_concepts, get_submissions

🚀 High-Growth Companies (>20% Revenue Growth):

Tech Sector:
• NVIDIA: +126% (AI boom)
• AMD: +23% (data center growth)
• ServiceNow: +24% (enterprise software)
• Palantir: +30% (government contracts)

Healthcare:
• Eli Lilly: +36% (GLP-1 drugs)
• Novo Nordisk: +31% (Ozempic/Wegovy)
• Vertex: +22% (cystic fibrosis)

Consumer:
• Chipotle: +21% (pricing power)
• Costco: +23% (membership growth)

💡 Screening criteria: TTM revenue vs prior year, organic growth only

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Created and maintained by Stefano Amorelli. Built together with the community.