---
name: "Financial growth"
repo: https://github.com/octagonai/skills
source: https://github.com/octagonai/skills/blob/HEAD/skills/financial-growth/SKILL.md
license: "MIT"
install: "npx skills add octagonai/skills --skill financial-growth"
page: https://100xlab.com/resources/agent-skills/octagonai-skills--financial-growth--fxegxu
---

# Financial Growth

Retrieve and analyze comprehensive year-over-year growth in key financial metrics for public companies using Octagon MCP.

## Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See [references/mcp-setup.md](references/mcp-setup.md) for installation instructions.

## Query Format

```
Retrieve year-over-year growth in key financial metrics for <TICKER>, limited to <N> records and filtered by period <FY|Q>.
```

**MCP Call:**

```json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key financial metrics for AAPL, limited to 5 records and filtered by period FY"
  }
}
```

## Output Format

The agent returns a comprehensive table with YoY growth percentages:

| Fiscal Year | Revenue Growth (%) | Gross Profit Growth (%) | Operating Income Growth (%) | Net Income Growth (%) | EPS Growth (%) | Free Cash Flow Growth (%) |
|-------------|-------------------|------------------------|----------------------------|----------------------|----------------|--------------------------|
| 2025 | 6.43% | 8.04% | 7.98% | 19.50% | 22.59% | -5.73% |
| 2024 | 2.02% | 6.82% | 7.80% | -3.36% | -0.81% | 6.98% |
| 2023 | -2.80% | -0.96% | -4.30% | -2.81% | 0.16% | -10.64% |
| 2022 | 7.79% | 11.74% | 9.63% | 5.41% | 8.47% | 19.89% |
| 2021 | 33.26% | 45.62% | 64.36% | 64.92% | 71.30% | 26.70% |

**Data Source:** octagon-financials-agent

## Key Insights Pattern

After receiving data, generate insights:

1. **Peak performance years**: Identify years with highest growth across all metrics
2. **Earnings vs cash flow divergence**: Compare Net Income growth to FCF growth
3. **Margin trends**: Compare Gross Profit and Operating Income growth to Revenue
4. **EPS enhancement**: Note when EPS growth exceeds Net Income growth (buybacks)
5. **Challenging periods**: Flag years with broad-based declines

## Metrics Reference

| Metric | Definition |
|--------|------------|
| Revenue Growth | YoY change in total sales |
| Gross Profit Growth | YoY change in Revenue minus COGS |
| Operating Income Growth | YoY change in income from operations |
| Net Income Growth | YoY change in bottom-line profit |
| EPS Growth | YoY change in earnings per share |
| Free Cash Flow Growth | YoY change in operating cash flow minus capex |

## Analysis Tips

### Exceptional Growth Years
When all metrics show double-digit growth:
- Identify specific drivers (new products, markets, pricing)
- Assess sustainability of growth rate
- Compare to industry and competitors

### Earnings Quality Check
When Net Income Growth >> Free Cash Flow Growth:
- Potential working capital build
- Aggressive revenue recognition
- One-time items boosting earnings
- Investigate cash conversion

### Share Buyback Impact
When EPS Growth > Net Income Growth:
- Active share repurchase program
- Check shares outstanding trend
- Assess capital allocation priorities

### Margin Expansion
When Operating Income Growth > Revenue Growth:
- Operating leverage at work
- Cost discipline showing results
- Pricing power in action

### Contraction Periods
When multiple metrics decline:
- Identify root cause (demand, competition, costs)
- Check if industry-wide or company-specific
- Look for recovery signals in subsequent periods

## Follow-up Queries

Based on results, suggest deeper analysis:

- "What factors contributed to the significant [YEAR] growth spike?"
- "How did the [YEAR] downturn impact [COMPANY]'s long-term strategy?"
- "What explains the [YEAR] net income growth despite lower free cash flow?"
- "Compare [COMPANY]'s growth metrics to [PEER1] and [PEER2]"

---

## Supporting file: marketplace.json

```json
{
  "name": "financial-growth",
  "description": "Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow for public companies.",
  "version": "1.0.0",
  "author": "OctagonAI",
  "tags": ["octagon", "financial-growth", "yoy-growth", "revenue", "eps", "free-cash-flow", "financial-analysis", "mcp"],
  "repository": "https://github.com/OctagonAI/skills"
}
```

---

## Supporting file: README.md

# Financial Growth Skill

Retrieve comprehensive year-over-year growth in Revenue, Gross Profit, Operating Income, Net Income, EPS, and FCF for public companies using the Octagon MCP server.

## Installation

```bash
npx skills add OctagonAI/skills --skill financial-growth
```

<details>
<summary>bun</summary>

```bash
bunx skills add OctagonAI/skills --skill financial-growth
```

</details>

<details>
<summary>pnpm</summary>

```bash
pnpm dlx skills add OctagonAI/skills --skill financial-growth
```

</details>

## What This Skill Does

This skill retrieves comprehensive financial growth metrics:

- Revenue growth YoY
- Gross profit growth
- Operating income trends
- Net income growth
- EPS growth rates
- Free cash flow growth

## Example Usage

```
Retrieve comprehensive YoY growth metrics for CRM
```

---

## Octagon MCP Setup

This skill requires the [Octagon MCP](https://github.com/OctagonAI/octagon-mcp) server to be configured in your AI agent.

### Get Your API Key

1. Sign up at [Octagon](https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)
2. Navigate to **API Keys** from the left menu
3. Generate and save your API key

### Configure Cursor

1. Open Cursor Settings → **Features > MCP Servers**
2. Click **+ Add New MCP Server**
3. Enter:
   - **Name**: `octagon-mcp`
   - **Type**: `command`
   - **Command**: `env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp`

**Windows**: `cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"`

### Configure Claude Desktop

Add to `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
```

### Documentation

- [Octagon Docs](https://docs.octagonagents.com)
- [Octagon MCP GitHub](https://github.com/OctagonAI/octagon-mcp)

---

## Supporting file: references/interpreting-results.md

# Interpreting Financial Growth Results

## Reading the Output

| Fiscal Year | Revenue Growth (%) | Gross Profit Growth (%) | Operating Income Growth (%) | Net Income Growth (%) | EPS Growth (%) | Free Cash Flow Growth (%) |
|-------------|-------------------|------------------------|----------------------------|----------------------|----------------|--------------------------|
| 2025 | 6.43% | 8.04% | 7.98% | 19.50% | 22.59% | -5.73% |

**Positive values** = Growth vs prior year
**Negative values** = Decline vs prior year

## Key Patterns

### All-Around Excellence
When all six metrics show strong positive growth:
- Company firing on all cylinders
- Sustainable if driven by fundamentals
- Compare magnitude to historical averages

### Profitability Acceleration
When Net Income Growth > Operating Income Growth > Gross Profit Growth > Revenue Growth:
- Exceptional operating leverage
- Cost structure optimization
- May indicate maturing business model

### Cash Flow Divergence
When Free Cash Flow Growth differs significantly from Net Income Growth:
- Working capital changes
- Capex timing differences
- Check for red flags if persistent

### EPS Outperformance
When EPS Growth > Net Income Growth:
- Share buyback activity
- Fewer shares outstanding
- Capital return to shareholders

## Year-Over-Year Analysis Framework

### Identify Exceptional Years
Look for years with:
- Revenue growth >20%
- Operating income growth >30%
- All metrics positive

### Flag Challenging Years
Watch for:
- Revenue contraction
- Multiple negative metrics
- FCF decline with income growth

### Trend Assessment
Across multiple years:
- Is growth accelerating or decelerating?
- Are margins expanding or compressing?
- Is cash conversion improving?

## Comparative Analysis

### Peer Benchmarking
Compare metrics to:
- Direct competitors
- Industry averages
- Historical company performance

### Quality Indicators
Strong quality signals:
- FCF growth tracking income growth
- EPS growth near Net Income growth
- Consistent positive trends

Weak quality signals:
- Persistent FCF < Net Income
- High volatility year-to-year
- EPS growth solely from buybacks

## Follow-up Queries

```
Compare year-over-year growth for AAPL vs MSFT vs GOOGL for the last 5 fiscal years
```

```
What drove AAPL's exceptional 2021 growth across all financial metrics?
```

```
Analyze AAPL's capital allocation strategy and shareholder returns
```

---

## Supporting file: references/mcp-setup.md

# Octagon MCP Setup

## Get Your Octagon API Key

1. Sign up for a free account at [Octagon](https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)
2. After logging in, from left menu, navigate to **API Keys**
3. Generate a new API key
4. Save the key securely - you'll need it for configuration

## Prerequisites

Before installing or running Octagon MCP, you need to have `npx` (which comes with Node.js and npm) installed on your system.

### Mac (macOS)

1. **Install Homebrew** (if you don't have it):
   ```bash
   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
   ```
2. **Install Node.js (includes npm and npx):**
   ```bash
   brew install node
   ```

3. **Verify installation:**
   ```bash
   node -v
   npm -v
   npx -v
   ```

### Windows

1. **Download the Node.js installer:**
   - Go to [https://nodejs.org/](https://nodejs.org/) and download the LTS version for Windows.
2. **Run the installer** and follow the prompts. This will install Node.js, npm, and npx.
3. **Verify installation:**
   Open Command Prompt and run:
   ```cmd
   node -v
   npm -v
   npx -v
   ```

If you see version numbers for all three, you are ready to proceed.

## Configure Cursor

1. Open Cursor Settings
2. Go to **Features > MCP Servers**
3. Click **+ Add New MCP Server**
4. Enter:
   - **Name**: `octagon-mcp`
   - **Type**: `command`
   - **Command**: `env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp`

Replace `<your-api-key>` with your actual Octagon API key.

**Windows users:** Use this command format instead:
```
cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"
```

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

## Configure Claude Desktop

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
```

4. Restart Claude for the changes to take effect

## Configure Windsurf

Add this to your `./codeium/windsurf/model_config.json`:

```json
{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
```

## Verify Setup

1. Refresh the MCP server list
2. The `octagon-agent` tool should appear in available tools
3. Test with a simple query:
   ```
   Retrieve the current stock price for AAPL
   ```

## Available Tools

| Tool | Description |
|------|-------------|
| `octagon-agent` | Comprehensive market intelligence (SEC filings, earnings, financials, stock data) |
| `octagon-scraper-agent` | Extract structured data from financial websites |
| `octagon-deep-research-agent` | Aggregate research from multiple sources |

## Troubleshooting

**API Key Issues**: Verify the key is correctly set in the command string with no extra spaces.

**Connection Issues**: Ensure you have internet connectivity and the Octagon API is accessible.

**Rate Limiting**: Reduce query frequency if encountering rate limit errors.

## Documentation

Full documentation: [https://docs.octagonagents.com](https://docs.octagonagents.com)