ALTERNATIVE DATA FIRM
Benchmark your Alternative Data Set
Expose the value of your alternative data by providing context next to key performance indicators and enable institutional investors to generate alpha-producing investment ideas.
Create Context
Benchmark your data alongside Street expectations for the granular KPIs your data tracks
Integrate
Show how your data correlates to other valued datasets key to the investment workflow
Stand Out
Highlight how your data provides differentiated signals relative to analyst forecasts
Expose the value of your alternative data set
Alternative data needs context. Your data produces signals, but do those signals materially differ from what the market is expecting? Granular analyst forecasts enable you to align your data to Street expectations to illustrate where your data leads to a differentiated view relative to the market. Visible Alpha Insights can also help you understand how your data correlates to other key drivers of company performance – enabling your clients and prospective clients to draw a mosaic of how key company data relate to your alternative data.
From Granular Company Data to Granular Industry Data
ANALYST DATA
Extracted directly from sell-side analyst models, presented as each analyst models each line item
COMPANY DATA
Analyst data made comparable for each company, including segment-level data and key company drivers. Available by analyst and in consensus.
INDUSTRY DATA
Company data made comparable within an industry, including all financial and operating metrics for easy relative analysis. Available by analyst and in consensus.
Company KPIs to Benchmark Alternative Data:
Alibaba
Retail – Mobile Gross Merchandise Volume
Amazon
US – Prime Members
ANGI Homeservices
Marketplace Paying Service Professionals
BJ’S Wholesale
Company Sales Growth Ex. Gas
The Boeing Company
Boeing 777 Deliveries
Canada Goose
DTC Growth Ex. FX
Citigroup
Trading Revenue
Exelon Corp
Generation EBITDA
Monsato
Soybean Seed and Traits Revenue
Nestle
EMENA Rea- Time Internal Growth
Orange
France – Mobile Revenue
Roche
US Herceptin Revenue
Shutterfly
Consumer – Orders Per Customer
Snap Inc.
Avg. Daily Minutes Per user
Total SA
Africa Crude Oil
VF Corp
Outdoor Constant Currency Growth
Visible Alpha Insights
We provide timely, interactive access to deep consensus estimates on thousands of companies globally. We create detailed consensus forecasts on all revenue drivers, growth metrics and supplemental data that analysts use to better understand the factors impacting company performance, enabling alternative data providers to gain an extensive view of sell-side expectations at a level of granularity that maps directly to your alternative data set.
What is Visible Alpha consensus?
Consensus is an aggregated view of what Wall Street analysts think about the future of a company. Visible Alpha consensus goes deeper than top line or revenue metrics and includes all drivers and growth metrics that impact company performance. With top brokers contributing to consensus, it’s the optimal way to get a read of what the Street is expecting.
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A Quantitative Analysis of Social Media Stock Returns to KPI Surprises
What are the key revenue drivers for social media companies, and how does the market react to surprising new information about them? Visible Alpha’s analysis of earnings announcement surprises in social media finds that user growth is the key to unlocking the outcome in social media’s earnings announcements.
