My post is inspired by B. Realised instead of rambling over there I think I do a more detailed post here. I will not go into the number parts, which I think B already did a wonderful job, and I shall not parroted it. 1) Now, it's good to know the numbers of competitors too. But how do we know the competitors. There are 2 sources: 1) prospectus and 2) analyst reports. The problem with prospectus is if company is listed for donkey years, things might have changed, but they provide information on customers and suppliers too. Most analyst reports compare competitors, some good ones give customers' info, the really quality ones give cost analysis, supplier info. Yet to see such a report that has all three. When you compare metrics like margins, roe, PE etc, it is Important to ask why there is a difference. Here u ......