Innovation and Expansion: Visible Alpha in 2023
As we welcome 2024, we reflect on a pivotal year at Visible Alpha — a year not just of growth, but of meaningful evolution. In 2023, we significantly expanded our services and refined our platforms to better serve the needs of financial professionals worldwide. But what does this mean for you, and why are these developments important?
Understanding Visible Alpha’s Role and Impact
Visible Alpha specializes in creating consensus data with unparalleled granularity and transparency, by extracting forecasts, assumptions, and logic from comprehensive sell-side models. This process involves compiling and analyzing vast amounts of data, including detailed financial models, research reports, and market forecasts, to offer a clear view of the financial landscape.
Our goal is to provide financial professionals with clear, comprehensive insights that are crucial for making informed investment decisions.
Why Partnerships and Coverage Expansion Matter
In the past year, we’ve enhanced our services by significantly increasing our global partnerships, notably surpassing 200 sell-side contributors, with 44 new broker partnerships across the globe, including a strong presence in the EMEA and APAC regions. This expansion is not just about numbers. It represents a deeper, more diverse array of market insights that can transform the way financial professionals develop and communicate investment strategies with confidence.
Building on this momentum, our company coverage continues to show robust growth year over year. This past year, we’ve expanded our coverage to over 16,745 companies, with consensus coverage increasing from 6,402 companies to 6,900+. Globally, we have over 26 million total analyst line items and 1 million total consensus line items.
Data Trends
No matter your role in the world of finance, the Visible Alpha Insights platform equips you with unparalleled data and analysis tools. These tools significantly enhance decision-making by offering detailed insights into company performance across various sectors. We looked into what sectors and tickers captivate our users. This past year, buy-side user engagement metrics showed keen interest in sectors such as financials, health care, industrials, and technology, with companies such as Netflix, Amazon, Microsoft, Google (Alphabet), Apple, and Meta leading searches in their respective sectors.
User Perspectives
The feedback from our clients underscores the value that Visible Alpha brings to the table, especially in refining business strategies and aiding critical decision-making processes. Our clients often highlight how the platform’s granular consensus data and access to analysts’ models facilitate deep dives into market trends, tracking shifts, and interpreting sentiment changes with greater efficiency. A standout feature that garners frequent praise is the Visible Alpha Excel add-in, known for its ability to simplify and accelerate intricate data analysis, thereby freeing up time for more strategic pursuits.
Users highlight how Visible Alpha is more than a tool; it’s a strategic partner in navigating the complexities of market analysis and business decision-making. This viewpoint is best expressed through our clients’ statements:
“Visible Alpha lets me analyze my payment processor competitors, monitor covering brokers’ perspectives, and easily track revisions to spot changes in market sentiment before my shareholders do.” – Thomas McCrohan, EVP Investor Relations, Shift4 |
“Visible Alpha is the best source for reported/consensus non-GAAP metrics which, for REITs, is everything. The Excel add-in promotes complex cross-coverage analyses not practical without automation.” – Waterfront Capital Partners ($635m AUM) |
Introducing Visible Alpha BioPharma
We’re excited to announce the launch of Visible Alpha BioPharma, a standalone addition to our suite. This new product is specifically designed to meet the unique needs of professionals in the pharmaceutical and biotech sectors, offering a new dimension of market data analysis.
Alongside this significant development, we have also made several focused updates to our Visible Alpha Insights platform. Key among these are the Industry Analysis and Target Price & Ratings features, further enriching the user experience and data accessibility.
Visible Alpha BioPharma
Visible Alpha BioPharma represents more than just a new product – it’s a bespoke solution designed for professionals grappling with the pharmaceutical and biotech sectors’ unique challenges. Recognizing the challenges posed by rapid drug development innovation, ever-changing regulatory environments, varied clinical trial outcomes, and market volatility, BioPharma steps in as a crucial resource. This platform goes beyond offering comprehensive drug data and granular consensus estimates; it’s a strategic tool that empowers investment professionals with the deep insights needed to make informed decisions in a sector that’s constantly evolving.
With BioPharma, users gain the ability to swiftly identify emerging opportunities, assess market competitiveness, understand market expectations, and delve into detailed historical data and forward-looking estimates. This powerful add-on to Visible Alpha Insights enables you to conduct rapid analysis at the individual drug level, ensuring you’re equipped with the targeted, actionable insights essential for staying informed and ahead in this dynamic field. Leverage BioPharma today, and transform the way you navigate the intricacies of the pharmaceutical and biotech industries.
New Visible Alpha Insights Features
Industry Analysis
The Industry Analysis feature is a game-changer for users looking to stay ahead in their market strategies. It enables a deep dive into industry trends and growth trajectories, allowing you to identify key competitors and benchmark against them. With this tool, you can quickly compare peers using the most relevant performance indicators, tailored to each industry’s unique landscape. This is about empowering you with the ability to make faster, more informed decisions by offering a comprehensive view of companies within the same industry or sub-industry. Additionally, with the inclusion of filters for specific geographies and company sizes, you can tailor your analysis to fit your precise market focus. This feature transforms your approach to industry analysis, making it more efficient, targeted, and strategically sound, ultimately giving you a competitive edge in your market planning and execution.
Target Price & Ratings
The Target Price & Ratings feature enables users to easily determine market sentiment – and the drivers behind it – toward a specific company or industry peer group through an easy-to-read overview of broker expectations for a company’s performance. With this feature, viewers can see the various analysts covering a company, along with their individual target price and rating values, and then compare these ratings with some of the company’s closest competitors.
Book a demo to see Industry Analysis and Target Price & Ratings in action.
The Road Ahead
Every feature we introduced, every partnership we formed, was done with a singular focus: to empower our clients with the tools and insights necessary to thrive in a rapidly changing market landscape. Your feedback has been the cornerstone of our evolution, guiding us to refine our services in ways that directly benefit your workflow and decision-making processes.
Looking ahead, Visible Alpha is poised to introduce further enhancements to our existing solutions like BioPharma distribution pages and updates to our entitlements platform. These enhancements are not just additions to our platform; they are reflections of our dedication to staying at the forefront of market intelligence, ensuring that you always have access to the most advanced tools and data.
Stay informed with Visible Alpha by subscribing to our newsletter. You’ll receive the latest product updates, expert analysis, and in-depth market trend insights, all enhanced by the comprehensive data that only Visible Alpha can offer.
2021 Year in Review
Visible Alpha experienced tremendous growth in 2021 in terms of coverage on our Insights platform. A few highlights include that we initiated coverage on 974 companies and added 35 new brokers that are contributing content to our platform. In addition, we took a look at usage data and found that across buy-side users, Amazon, Netflix, and Facebook were the top searched companies in Visible Alpha Insights. For more information, check out the infographic below.
December 2019 Company Newsletter
In late October, members of the product, research, marketing and operations teams attended a two-day training with Pragmatic Institute. We conducted a Q&A with Samantha Miller, Chief Product Officer, on the training — keep reading to learn more!
November 2019 Company Newsletter
Note from the Communications Committee: We are looking for additional support in improving communication at Visible Alpha. This newsletter is a great step in the right direction, but there is more we can do with your help! Email [email protected] to learn how to get involved.
October 2019 Company Newsletter
In this month’s newsletter, learn what our data says about the current “broker wars,” a tremendous Capital Group deal and more.
Note from the Communications Committee: We are looking for additional support in improving communication at Visible Alpha. This newsletter is a great step in the right direction, but there is more we can do with your help! Email [email protected] to learn how to get involved.
September 2019 Company Newsletter
In this month’s newsletter, we celebrate a major company milestone, a great description of Visible Alpha from WorldQuant, and tips on managing Slack. Happy reading!
Company coverage grows on Visible Alpha Insights
On Visible Alpha Insights, you’ll find detailed consensus data for all of the relevant metrics on any given company. This deep consensus information is uniquely available via our platform.
August 2019 Company Newsletter
August brings some of the best bounty of the season — fresh tomatoes, ripe melon, sweet corn on the cob and zucchini. Try these recipes featuring this month’s crops to wrap up the summer:
July 2019 Company Newsletter
Bizarre and Unique July Holidays
July 11: World Population Day | July 13: Embrace Your Geekness Day | July 14: Bastille Day | July 17: World Emoji Day
July 27: Bagpipe Appreciation Day | July 29: International Tiger Day | July 30: International Day of Friendship
June 2019 Company Newsletter
With another record-breaking month in sales behind us, we’re for another one in June! Welcome to Visible Alpha’s monthly internal newsletter. In this edition, we highlight our first enterprise deal for Insights, an upcoming entitlements platform, and pose the question — is a banana a fruit or an herb?
Visible Alpha Releases Differentiated Valuation Metrics
Visible Alpha, a financial technology company that enhances the investment research process by extracting value from sell-side analyst models, research reports and corporate access events, announced today the deployment of valuation metrics and enhanced calendarization methodologies within the Visible Alpha Insights platform. The company’s unique approach leverages Visible Alpha’s best-in-class detailed historical and forecast data to enable users to understand the market view on valuation with information they trust.
Visible Alpha Promotes Mark Hale to CEO
New York, February 13, 2020 — Visible Alpha today announced the appointment of Mark Hale as Chief Executive Officer. Hale succeeds Founder and CEO Scott Rosen, who will continue to actively drive the company’s vision and transformational services as Founder and Chief Research and Innovation Officer.
2019-2020: The Year in Review and the Year Ahead
Happy New Year! I hope you had a wonderful holiday season and are ready for the new year and new decade (well, really the last year of the old decade, as I am on Team “1” in the decade wars, but exciting nonetheless!). As we reflect on the past year, I’d like to share some of our highlights from 2019, as well as what you can expect from Visible Alpha in 2020.
2018-2019: The Year in Review and the Year Ahead
Happy New Year! I hope that everyone had a delightful holiday season and is ready to take on the final year of this decade. It feels like just yesterday that I was writing a review of 2017, and here we are reflecting on 2018, another year of tremendous growth at Visible Alpha. I’m excited to share my thoughts on the year prior, as well as what you can expect from us in 2019.
Visible Alpha Appoints Chief Revenue Officer
New York, December 13, 2018 — Visible Alpha today announced the appointment of Rodney Pedersen as the firm’s new chief revenue officer (CRO). Pedersen joins Visible Alpha shortly after the hiring of Mark Hale as COO in September, rounding out the leadership team and building on the momentum of the past year. Recognized recently by WatersTechnology as the ‘Most Innovative Third-Party Technology Vendor,’ the company helps firms discover ideas through its flagship deep consensus platform and track and value research for MiFID II compliance.
Read more
Visible Alpha Appoints Former FactSet COO to Executive Team
New York, September 17, 2018 — Visible Alpha today announced the appointment of Mark Hale to the firm’s newly created role of chief operating officer (COO). Mr. Hale joins Visible Alpha as buy-side demand accelerates for the company’s investment research technology and services. Recognized this year by Global Investor Awards as the ‘FinTech Innovation of the Year,’ Visible Alpha’s end-to-end solution to discover, consume, track, budget, value and pay for investment research is used by more than 180 buy-side clients.
Visible Alpha Announces Global ISO 27001 Certification
New York, April 17, 2018 – Visible Alpha is pleased to announce that it has received ISO 27001 certification from Schellman & Company, LLC, an ANAB and UKAS accredited Certification Body based in the United States for its information security management system (ISMS) supporting the Visible Alpha Services.
Visible Alpha Adds HSBC to the Group of Leading Bank Investors in the Company;
Launches Industry Advisory Board
Visible Alpha’s new round of funding includes six new strategic investors and follow-on investment from all existing investors