Bruin AI Step 6 of 6
Stock Analyst
The signature question
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AI Prompt
Using reports.ticker_quarterly, find tickers (from the 5 I ingested) that meet all of the following over the last 4 quarters available in the table:
ttm_fcf_marginhas improved quarter over quarter (positivefcf_margin_qoq_changein each of the last 4 quarters, or strictly increasingttm_fcf_margin)quarterly_returnhas underperformed the equal-weighted average across the 5 tickers by more than 10 percentage points cumulatively over the same period
Then split the qualifying set by macro regime using regime_at_qend:
- 'inverted' - yield curve was inverted at the quarter end
- 'normal' - yield curve was positive at the quarter end
For each ticker that qualifies, show: ticker, the 4 quarterly ttm_fcf_margin values, cumulative quarterly_return vs. the peer average, and which regime dominated the window.
Default to reports.ticker_quarterly. Only drop to staging.* or raw.* if you need to validate a number that looks off, and tell me when you do.
Show me the SQL first. Only execute once I approve the plan.