CompanyGraphWhat CompanyGraph is
Companies, and the claims that hold them together
CompanyGraph is a system that turns financial evidence into bounded claims about how companies hold together. Instead of presenting numbers in isolation, it looks for relationships that reveal something structurally important. High return on equity alongside high debt, for example, may show strong returns to shareholders within a company that has less financial flexibility. CompanyGraph makes patterns like this visible on company pages and searchable, filterable and measurable across the market.
14,093 companies, 144 industries and 7 coordination roles, open to anyone who arrives.
The interpretation on the left is real. Return on equity above its industry, debt to equity above its industry, and a high equity multiplier together read as: return on equity reads high on a balance sheet carrying a lot of debt against that equity. That is a description of a structure, not a verdict on it.
Shown on a real company
One company, read this way
Kenvue Inc.KVUE · Consumer Defensive
measured 25 August 2026
A rising dividend usually reads as strength. CompanyGraph also measures what pays for it. On Kenvue Inc., three readings currently fire together:
Dividend Growth Rate
100
Dividends to Free Cash Flow
91.6
Dividends Exceed Free Cash Flow Coverage
100
Diagnostic
How does this company return capital?
Three-Year Dividend Growth With Elevated Dividends-to-FCF And Dividend-Stress Composite Firing
The dividend has grown quickly while, across the fiscal years on record, the dividends paid exceeded the free cash flow generated to pay them. That is the multi-year record, and the most recent year on its own can run the other way. It is a co-occurrence of present readings, not a prediction that the dividend will be cut.
Re-measured as new data arrives.
Open Kenvue Inc. →Nothing there is a prediction. It is noticing what is already in the numbers, sometimes long before it becomes obvious.
Conditions, already evaluated
You do not assemble thresholds and hope they interact
Most screeners hand you raw metrics: price to earnings under 15, return on equity above 20, scroll through what survives. Here every company is measured against named conditions before you arrive, and the conditions compose. Search one and it hands back the companies standing on it.
Its cash covers more of its near-term bills than in its industry, and is a large share of everything it owns.
Cash Elevated Relative to Current Liabilities and Total Assets
Its profit, gross profit and free cash flow have all grown across four years.
Earnings, Profit, and Cash Flow All Compounding
Collects fast, clears inventory fast, and pays suppliers fast too.
Three Turnover Ratios Elevated
Which industries need which
No company sits on its own
Industries draw on each other, and the chain is a thing you can search. Seven coordination roles cut across sector lines the same way: what a company does in an economy, rather than which shelf it was filed on.
Depends on · 32
Airports & Air Services
Building Materials
Building Products
Engineering & Construction
Supplies · 6
Infrastructure Operations
Oil & Gas Midstream
Railroads
32 industries feed Engineering & Construction and it supplies 6, in the chain CompanyGraph maps. Pick either end in the screener and you get the companies across it.
From any company you can also place it against its whole industry on a percentile spread, or set two to five side by side. Both are free.
What holds it up
Claims carry their evidence
An observation is a formula whose name says what it measures, never a verdict. When several align, CompanyGraph calls that an interpretation and says so plainly, including what it cannot see. The measurements are recomputed and re-checked continuously, and where each one currently stands is public.
214 of 220
observations independently reproduce today. The ones that do not are named rather than quietly dropped.
The trust ledger
Every observation, the check that decided it, and how far it can currently be trusted. Including the ones no check has confirmed yet.
Open the ledger
The correction record
When a claim outran its evidence: what was wrong, what changed, and what stays limited. Dated and kept.
Read the corrections
CompanyGraph does not predict prices, does not recommend trades, and is not financial advice. It describes what is present in the data, with the limits attached. The full working rules are on the method pages.
Reports
Written from the claims that survived checking
Members generate two kinds: one company, or two to five side by side. What follows is real output from the shared library, not samples.
August 5, 2026CompanyGraph
A structural map of one company at the moment it was generated: how the business is built, the patterns in its financials, and the limits of what the data can show.
August 5, 2026 · CompanyGraph
Through FY2025, Twilio grew operating income year over year for four straight years and paid down long-term debt each of those years, reaching a point where cash at least equaled total debt — but its own statements contradict the idea it has always been profitable: net income was negative in FY2021 (about -949.9M) and FY2023 (about -1.02B).
Read it on the Twilio pageMembership
One membership, no feature tiers
Company pages, industries and comparisons stay free for everyone. Membership opens the shared report library and the credits that synthesise new ones.
CompanyGraph is built by a small independent team. An account needs only an email address, and there are no trackers, no data sales, no behavioural profiling. About CompanyGraph