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2 posts tagged margins.
2 posts
Income Statement Waterfall: Where Every Revenue Dollar Actually Goes
A table of dollar amounts is cognitively flat — every line looks the same height. A waterfall sizes each bar to its actual magnitude, so COGS looks big, R&D looks small, and the margin composition becomes obvious at a glance. Which is how you spot that the margin expansion came from scale, not efficiency.
#income-statement#margins#fundamentals
Gross Margins as a Moat Indicator: What 40%+ Really Means
Why gross margin is one of the strongest signals of competitive advantage, how to interpret it by sector, and what margin trends reveal about business quality.
#fundamentals#margins#competitive-advantage