Value chain screener
Two ways in. Stages works top-down: every stage on the site reduced to the median of the listed companies placed in it, so you can ask which part of an industry is compounding rather than which company is, then open the stage to see who sits there. Companies works bottom-up: screen the whole listed universe on its own figures first, then follow each survivor up into the stages and value chains it occupies. Same data, opposite direction. Click anything to open it on its map.
| Stage | Cos |
|---|
Read the medians carefully. Growth is measured over the trailing twelve months and five years, so it is not distorted by a single quarter — but a CAGR still hides the path taken to get there. A median only counts companies that carry that figure, so the Cos column and the n= behind each median differ — the minimum applies to the n, not to the stage headcount, and any median resting on fewer than three companies is flagged amber. Context nodes — regulators, unlisted majors, policy themes — are excluded entirely. A stage median hides its own spread: a good company in a weak stage beats a weak one in a good stage. This is a starting frame for research, not investment advice.
| Company | Chains | Placements | Materiality |
|---|
These are company figures, not medians. Every slider here reads a single company's own number out of the same source the maps use, so unlike the Stages tab there is no sample size to defend — but there is a blank. A blank is not a pass, and it is not a fail either. A company that misses a filter is gone; a company that clears everything it can be judged on and merely lacks a figure stays in the list, in normal sort order, carrying an amber edge and an — in every column it was never tested on. Hover the row to see which. Read those rows as unproven rather than as passes: some of those blanks are permanent, because a company that listed three years ago has no five-year CAGR and a loss-making one has no P/E, and no amount of better data will invent one. Two sliders invert: P/E and debt / equity filter as ceilings. Chains, not placements, is the honest ranking — a company is counted once per value chain however many stages of that chain list it, otherwise a map naming the same firm at three adjacent stages would outrank a firm genuinely spanning six industries. Breadth is not quality, and a diversified conglomerate will always look broad. Profit growth off a near-zero or loss-making base reads in the thousands of percent; anything past ±999% is shown clipped and means "recovered from a loss", not a rate. Click a row to see exactly where the company sits. A starting frame for research, not investment advice.