| Valuation Databases |
Description |
Misc. |
| IBA Market Data |
Purpose: Provide data for Market Data Comparables valuation method
Data: Over 30,000 comparables, 700+ SIC codes, 4,000+ sales over $1million, 5,000+ from the last 5 years
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Web-based
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| ValuSource's RMA Annual Statement Studies™ Valuation Edition |
Purpose: Financial Statement Benchmarking.
Data: All of the data in our standard RMA Annual Statement Studies™ database (see below), plus enhanced financial ratios, including national and regional data,
entire distribution curve for every variable, income statement and balance sheet presented in dollars ($) and percentages (%), and industry growth rates.
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CD Product
Includes RMA's license to incorporate.
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| RMA Annual Statement Studies™
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Purpose: Financial Statement Benchmarking.
Data: Income Statement and Balance Sheet common size statements and ratios. Includes 700 industries in 6 asset and sales categories.
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CD Product
Comes with license to incorporate.
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| Pluris DLOM Database |
Purpose: Provide data for the development of a Discount for Lack Of Marketability
Data: Over to 1900 transactions for 2007-2009 alone; 80 data points for each transaction
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Web-based
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| Public Company Data |
Purpose: Provide data and Analyzer for the Guideline Public Company Method
Data: Contains Morningstar data including annual and quarterly data (including full financial statements) for five years
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Web-based
Has Excel based Guideline Analyzer to assist in determining which companies are comparable; Web-based
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| Duff & Phelps Risk Premium Report |
Purpose: Premium resource for developing discount rates
Data: 42 years of financial data on companies listed on the NYSE, AMEX and NASDAQ, drawn from the CSRP and Compustat databases
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PDF / Excel based. Delivered via email.
Comes with the Excel based Risk Premium Analyzer that automatically calculates three risk premiums for your subject company for each size parameter you enter: Build-Up Model,
CAPM, and an additional size premium
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| BIZCOMPS® |
Purpose: Provide data for Market Data Comparables valuation method
Data: Contains over 12,000 transactions of closely-held companies over the past 10 years.
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Web-based or CD.
The CD has a built-in Market Data Appraisal module that automatically generates a written report.
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| SBBI |
Purpose: Provides data for Capitalization and Discount Rate build up models.
Data: 10, 10A, 10B and Micro-cap Deciles: Risk-Free Rate of Return, Equity Risk Premium, Small Stock Risk Premium, 300+ Industry Risk Premium for both Excess of CAPM and
Arithmetic Means.
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CD Product
Includes the SBBI Valuation Yearbook.
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| Mergerstat Review Premiums and Discounts |
Purpose: Determine the appropriate control premium or minority interest discount.
Data: Five years of Control Premium data and company counts for 50 industries.
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CD Product
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| Mergerstat Review Price to Earnings Ratios |
Purpose: Market Data Price to Earnings ratios.
Data: Five years of P/E data and company counts for 50 industries
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CD Product
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| IRS Corporate Ratios |
Purpose: Provide financial benchmark ratios
Data: 10 years of data derived from over 5,000,000 corporate tax returns collected by the IRS
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CD Product
Comes with Multi-Year Analysis tool that allows you to compare the subject company's financial statement against 1 or more years of IRS data in Excel. Produces a 39 page
benchmark analysis. Web-based or CD product
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| National Economic Review (NER) |
Purpose: The National Economic Review is an overview of the major factors affecting the economy.
Data: Word and Excel files containing narrative, tables and charts.
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Web-based.
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| DoneDeals® / Mid-Market Comps |
Purpose: Market Data Comparables of companies worth between 1 and 250 million dollars.
Data: Over 8,500 comparable sales transactions for private and public mid-market companies over the prior 10 years. Half of all transaction are in the 1 to 10 million range.
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CD Product
DoneDeals® includes quarterly updates delivered via email. If you don't need quarterly updates, you can save money with Mid-Market Comps.
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| Medical Database |
Description |
Misc. |
| MGMA Cost Survey |
Purpose: Medical Practice Cost Benchmarking.
Data: Over 700 indicators, arranged in both single and multi-specialty tables.
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CD Product
Contains a Practice Performance Benchmarking tool and dashboard.
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| MGMA Physicians Compensation Survey |
Purpose: Medical Practice Compensation and Production Benchmarking.
Data: Over 100 specialties, with hundreds of tables (e.g. state, region, etc.).
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CD Product
Contains four compensation and production benchmarking tools and dashboard
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