Number of employees isn't a straightforward calculation.

- A lot of companies have part time, seasonal and contract workers (e.g. Amazon and Walmart). For some this even makes up the majority of their workforce.

- Some companies operate on a franchise model, and corporate employees are very limited. For example the 414K employees listed for Marriott aren't directly employed by them. But then you don't apply the same logic to McDonalds, where you are only counting the corporate employees.

- Holding companies (like Berkshire Hathaway) show the full employee count of their portfolio companies even through they may only own a small share. And again the logic isn't consistent because you are only counting 714 employees for Welltower, which is also a holding company.

Collecting incomplete or incorrect data and adding a hunded disclaimers at the end of the report is standard LLM behavior. Actually valuable analysis of this sort needs a lot more human effort.

Definitely some strange inclusions and exclusions. "Information technology" has NetApp but not Everpure, even though they have the same market cap and are in the same space. Qnity and Jabil are included with half the market cap.

@vfxGer, Thank you so much for including # of Employees!!! Its so undervalued.

Backstory: At my jobsite, there was an amazing seminar called the 'One Day MBA' taught by Prof Noah Barsky from Villanova University; an Saturday 8 hr intense lifehack/bootcamp on how to properly read and analyze required SEC 10-K filings of major companies. He boiled it down for technical folks. https://ims-online.com/outline/ONE-DAY-MBA-Mastering-the-Fun...

The most insightful thing, Barsky intentionally brought up a depressing metric: [Market Cap / # of Employees] = 'Avg value of each employee') (or for the more anal folks, [Annual Revenue / # of Employees] = 'Avg value each employee brings in, whatever floats your boat'.)

Sad fact! Contrast that with your current salary and you'll immediately realize how terribly under paid you are as a worker drone...

Also, Barsky explained you want to invest in companies with trending high 'net income' and high 'Avg value of each employee'.

And that's what Karl Marx tried to explain to the public, but we are not ready to have that revealing conversation...

Back to the beginning, again, thank you for including 'per employee value'. I would love to discuss and collab with you more on this.

Lastly, thank you for https://bigwhalehunting.com/graph/, graphing the incestuous nature of board of directors.

Curious why the comment by the poster got flagged but not the full post. I like when the poster includes a comment describing the content and reasons why he liked it.

Alphabet and Meta are misclassed, they are information technology.

Tesla should (probably) be in industrials, as a car and battery tech company.

Amazon is hard to class, you might check if they break out to subsidiaries for AWS versus consumer retail. Part is definitely competing with Walmart.

1. The legend uses different icons than the visualization 2. Why would you purposefully make every bubble empty? Change the scale to 1000 employees otherwise it’s deceptive. 10k employees is arbitrary.

TIL that Broadcom is a 1.6T company.

Nice, very interesting.

I was gonna say "could you add a stickman per instance of Claude" but I guess there's no data on that.

There's a linear relationship between revenue and employees across sectors. The desired visualization is the linear fit where outliers can be seen.

Market cap is a function of earnings and earnings growth.

Offtopic: It's infuriating how I clicked the site and it wasn't loading. Scrolled the comments looking for a "hug to death" mention but found none, then realized I live in Spain and today is football day...

I'll check the site when a football private company allows me to.

Very cool! It would be nice to have a constant dollars option. I always like to be able to correct for inflation.

how do I zoom? there's no + and - buttons and I don't see people icons

Cool. I'd make the stick figures a little bigger, hard to see on mobile.

I think revenue per employee is more interesting. By this measure, tech companies are minuscule compared to energy and real estate companies.

https://i.imgur.com/4DPs1Io.png

https://i.imgur.com/LgFx831.png

What will this look like after the coming AI investment crash/growth stagnation inflection point?

It’s gonna be a wild ride to 2030.

Welltower and Palantir are doing an amazing job! A comparison with NVIDIA in terms of market cap per employee isn't realistic here, but perks to them for the utility that each employee is bringing to the table.