Omaha

Product

We provide three distinct tools to complement investor decision-making. View a company's true economic performance, evaluate and compare stock opportunities, screen and develop investment ideas.

One dataset, three pillars.

Integrate Omaha's economic framework into your workflow seamlessly, with tools designed to meet you where you work.

Web App

The core of Omaha: the economic returns framework applied to 10,000+ companies across 60+ countries. Analyse, screen, value and track, all in one place.

Linking Tool

Excel

Rebuild complete financial statements from Omaha data, then adjust every forecast and hypothesis to match your own view.

Data Export

Bring Omaha data into your own systems, your way.

APIExcel Add-InSFTPMCP

Web App

Analyse, discover, track.

SnapshotValue DriversValuationHistoricalBreakdownUse of CashInvisible CapitalLeadershipPeersSegments
Economic Wealth Chart
EROI (%)DR (%)
6040200’08’10’12’14’16’18’20’22’24
RAGR (%)SGR (%)
40200-20’09’11’13’15’17’19’21’23
Sales / Margins / Turns
Sales Growth (%)
6040200’09’11’13’15’17’19’21’23
EBITDA Margin (%)
40302010’08’10’12’14’16’18’20’22’24

Linking Tool

Populated valuation models, driven by your forecasts.

Three-statement models delivered populated with clean, standardised Omaha data, alongside a DCF template with every forecast and assumption under your control, all directly in Excel.

B3fx=OMAHA.HISTORICALDATA("AAPL>US","Sales",10)
ABCDEF
1Income Statement2022202320242025F2026F
2
3Sales394,328383,285391,035412,200431,800
4COGS223,546214,137210,352221,400230,100
5SGA51,33454,84757,61160,20062,800
6R&D26,25129,91531,37033,10034,800
7D&A11,10411,51911,44512,10012,600
8
9Gross Profit170,782169,148180,683190,800201,700
10EBITDA130,541132,959134,000142,700151,500
11
12Econ. CF98,230101,440105,100112,400119,800
13Econ. Assets340,520352,100361,800378,200395,100
14
15EROI28.8%28.8%29.1%29.7%30.3%
16
OmahaFinancial Data Add-in
SettingsLinking ToolGlossary
Company
Apple — AAPL>US▾
Parameters
Historical years
−10+
Forecast years
−5+
Forecast period
Last FY3Y Median
Currency
LocalUSD
Tables
Value DriversRefresh Historical
Sensitivity

Data Export

Omaha data, in your workflow.

Integrate data into your internal workflow

Feed Omaha metrics into your risk systems, research databases or reporting pipelines via API, or schedule flat-file delivery at scale via SFTP.

Use in a more flexible environment

Work with Omaha data in Excel via the Add-In or export to CSV for quick offline analysis.

Power your AI workflows with MCP

Connect LLMs directly to Omaha via the Model Context Protocol. Query economic returns, screen companies and run analyses in natural language, all grounded in Omaha's data.

omaha_api.pyPython200 OK
CodeOutputDocs
import requests
r = requests.get(
"https://api.omaha-insights.app/v1/historical",
headers={"Authorization": "Bearer sk-•••"},
params={"id": "AAPL>US", "metrics": "Sales,EBITDA,EROI", "years": 4},
)
data = r.json()["data"] # → list of dicts
# Response
{"status": "ok", "data": [
{"year": 2023, "Sales": 383285, "EBITDA": 132959, "EROI": 0.288},
{"year": 2024, "Sales": 391035, "EBITDA": 134000, "EROI": 0.291},
...
]}

Better data. Better decisions.

Make more informed financial decisions with Omaha.