Financial Statements and Derived Metrics on Every Company
Every company page in Marvin Labs now includes financial statements and derived metrics. Income statement, balance sheet, and cash flow data are available with five years of quarterly and annual history. FCF, ROIC, valuation multiples, and earnings surprises are calculated automatically and updated with each new filing.
Most analysts already compute these derived figures in their own models. The difference here is that they are pre-calculated and displayed alongside the reported data, so the starting point for analysis is further along.
Core Financial Statements
Each statement is available in quarterly, annual, and last-twelve-months (LTM) views, with up to five years of history.
- Income Statement: Revenue, cost of goods sold, operating expenses, operating income, net income, and EPS
- Balance Sheet: Assets, liabilities, and shareholders' equity with full line-item detail
- Cash Flow Statement: Operating, investing, and financing activities with reconciliation to net income
The LTM view aggregates the most recent four quarters into a single column. For companies with seasonal patterns or recent inflection points, trailing annual data can be misleading. A SaaS company that accelerated growth in the back half of the year shows a more accurate picture in LTM than in the last reported annual period.
Derived Metrics
Beyond reported figures, Marvin Labs calculates and displays derived metrics that analysts typically build in their own spreadsheets.
- Earnings and Revenue Surprises: Actual results compared to consensus expectations, with the magnitude of beat or miss for each quarter
- Free Cash Flow: Calculated from operating cash flow and capital expenditures, with YoY growth rates
- ROIC (Return on Invested Capital): After-tax operating income divided by invested capital, displayed across five years of quarterly and annual periods
- Valuation Multiples: P/E, EV/EBITDA, and other multiples from current market data and reported financials
- YoY Growth Rates: Period-over-period calculations for FCF, D&A, revenue, and other key line items
An analyst covering a semiconductor company wants to check whether management is deploying capex efficiently. That normally means pulling operating income, tax adjustments, and invested capital from multiple statements, then computing ROIC across several periods. Here, ROIC is already calculated with five years of history. The analyst starts at interpretation.
Reported vs. Calculated
Figures with a lock icon are as-reported from the company's filings. Figures without the lock are derived calculations by Marvin Labs (YoY growth rates, free cash flow, ROIC).
When referencing a number in a research note or client deliverable, that distinction matters. The lock icon tells you at a glance whether a data point is the company's own figure or a platform-computed metric.
Stop the Hype
Hype: "AI financial platforms replace Bloomberg and FactSet."
Reality: Marvin Labs financial statements complement existing terminal data. The derived metrics, LTM views, and the ability to query any data point through AI Chat add a layer that traditional terminals do not provide. Analysts who already have Bloomberg or FactSet get pre-calculated derived analysis and AI-powered follow-up. Fewer steps between seeing a number and understanding its context.
Connected to AI Chat and Charts
All financial statement data is queryable through AI Analyst Chat. Ask "What was MSFT's free cash flow trend over the last 8 quarters?" and get the numbers, analysis, and an interactive chart in a single response.
The financial statements page and AI Chat are two views into the same data. Review the income statement on the company page, then open AI Chat to ask follow-up questions or run a peer comparison across your coverage.
Quick Start
See It in Action
- Open any company in your coverage on Marvin Labs
- Navigate to the financial statements section on the company overview
- Toggle between quarterly, annual, and LTM views
- Review derived metrics: FCF, ROIC, valuation multiples, earnings surprises
- Ask AI Chat a follow-up question about any metric
Available on all companies in your coverage. Start exploring.
Common Questions About Financial Statements
Alex is the co-founder and CEO of Marvin Labs. Prior to that, he spent five years in credit structuring and investments at Credit Suisse. He also spent six years as co-founder and CTO at TNX Logistics, which exited via a trade sale. In addition, Alex spent three years in special-situation investments at SIG-i Capital.
