Curated Company Assessments

What to know

Our curated company profiles include our analyst assessment of investment criteria.

We track 10 criteria (5 financial, 5 qualitative) to provide an investor-ready viewpoint on the business.

You can view scoring on individual Company and Investor profiles and Industry Reports, as well as using them in Company searches.

Using our Investment Criteria

Each of our 10 criteria is scored out of 5 stars on an objective and comprehensive basis.

When you combine these with the hand-written pros and cons, you can rapidly get to insight of the same standard you might expect from your own team on a curated profile.
Our 10 point-scoring means you can consistently rely on these scores or even build these into part of your own screening criteria

However, what makes these even more powerful is searching on these criteria.

For any of our curated profiles you can search, filter and sort on any of the 10 metrics - enabling you to refine the companies that matter to you with much more insight.

Our 10 Investment Criteria in detail

The 10 criteria we cover in detail are:

Revenue growth (%): Over the past 5 years (subject to reporting) cleaned for outliers
Organic growth (%): adjusted to normalise for the impact of M&A and present a consistent growth rate
Gross margin (% of Rev): as reported over the past 5 years
EBITDA margin (% of Rev): as reported over the past 5 years
Cash conversion (% of EBITDA): as reported over the past 5 years
Cyclicality: Considers the cyclicality of business performance with GDP in the respective country of HQ
Revenue visibility: Based on Company business model with regard to the (contractual) recurrence of business / revenue projection
Market position: Rates the company on its competitive positioning in their industry
Multinational: Considers the internationality of company with regard to its sales (not its business operations)
Buy-and-build: Rates the M&A activity of the company based on historical transactions

Leverage these investment criteria in your search to refine the sweet spot of relevant opportunities flagged to you.

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