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Overview
The Peer Analytics application allows you to generate peer groups by using any of the thousands of data points collected for both S&P Global Market Intelligence-covered public companies and private banks, thrifts, credit unions and insurance companies. In addition, when you create a peer group, you can rank those peers by measuring how similar each peer is to the base company, based upon a group of selected financial & geographic metrics. The combination of enhanced screening and peer ranking allows you to create a meaningful and accurate group of peers.
To access the Peer Analytics tool, navigate to the Apps drop down menu and select the Screener option. Next, under the Company Data section, select the Companies link. On this page you will see the option to turn on Comparables/Peer Analytics, as seen in the below image.
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Outline of Features/Content:
S&P Cap IQ Pro’s Peer Analytics application is designed to provide you with a best-in-class peer analysis tool. This new platform provides intelligent default peer groups and enhanced features for advanced customization and improved reporting capabilities. Highlights of this new application include:
- Create peer groups and reports using any corporate, financial, or market data field that S&P Cap IQ Pro collects for a company
- Rank peers relative to the base company
- Summarize a peer group by various statistical calculations, such as Average, Median, Standard Deviation, and Percentile
- Easily launch trend charts for any financial metric available in peer analytics
- Add S&P Cap IQ Pro or your own custom aggregates/indexes to your peer report for additional benchmarking
- Create and save your own custom peer groups and reports with the option of making these groups and reports the default setting
- Integrate your peer groups with the rest of S&P Cap IQ Pro — save peer groups as portfolios that can be accessed in other areas of S&P Cap IQ Pro and click on company names to link to the briefing books within S&P Cap IQ Pro
Example:1. Input Base Company: Inputting base company will auto select some basic filters to generate the first group of peers.
2. Add additional filters: Under the browse criteria or add criteria section, you can add additional qualitative or quantitative filters to create a more customized peer group.
3. Adjust ranking/peer score criteria and select Run Screen: This allows you to specify the weighting of each filter item used. Once selected, the results will be ranked by how similar they are to the base company, according to the metrics and weighting that was specified.
4. Edit Display Columns: Right above the results you will see a drop down menu for Display Columns. You can then scroll through the various field and add additional items/display columns for the peer group and save this as your default comps/peer analysis report.
5. View/Export Results: After specifying the display columns, you can navigate through each company to view the selected metrics for each company, as well as view the minimum, median, average and maximum values for the peer group. The export button will quickly generate an excel file for you to easily share with others.
