Actionable Financial Health Insights
for evaluating financial risk and performance
financial statement and ratio analysis
automated – intelligent Data-driven models
industry peer group benchmarking
access to robust public/private data sets
streamlined data-driven assessments
at-a-glance visualization tools
Evaluating a company's Financial Health with accuracy and forsightedness is very difficult and time consuming.
Financial Statement Spreading
“financial statement and ratio analysis is tedious and time consuming.”
Financial ratio analysis
“subjective criteria and homegrown models are inherently biased.”
comparable period and trend assessments
“interpreting data and building consensus is an arduous process.”
industry peer benchmarking
“private company benchmarking data is difficult to source.”
Financial Health IQ® streamlines the process of evaluating a company's financial risk and operating performance.
Financial Health IQ® provides workflow solutions that shorten time-to-decision and streamline customer and colleague interactions.
Financial Health IQ® uses at-a-glance modular dashboards and data visualization tools in its Financial Health Briefs®.
At-a-Glance
At-a-Glance
Financial Risk and Performance
Measuring a company’s financial viability, operational efficiency, and resilience to understand its underlying strengths and weaknesses.
Financial Risk Trend | Sector Risk Trend
Graphic depiction of a company’s financial risk (FHR®) trend as compared to its industry peer group’s average across the most recent periods.
Financial Risk and Performance Trends
Quantitative aspects of a company’s financial risk, operating performance, and resilience as compared to its industry peer group’s average across the most recent periods.
Short-Term Financial Risk | Medium-Term Performance
Graphic depiction combining a company’s financial viability (FHR®) and operational efficiency as compared to its industry peer group’s combined averages in the most recent period.
Financial Statement and Performance Ratios
Providing objective financial ratio analysis for evaluating a company’s Income Statement, Balance Sheet, and Cash Flow Statement against prior period performance and industry sector peers.
Summary Financial Statements
Simplified formatting of income statement, balance sheet, and cash flow statement for at-a-glance year-over-year comparisons and analysis.
Summary Analysis and Review
Objective-based dialogue concisely framing the data-driven analysis of overall financial health as derived from measuring financial risk and operating performance.
Provides forward-looking insights into Financial Health by:
Applying machine learning techniques using objective data-driven models mapped by SIC Code across 24 industry-specific models.
Calibrating its models with a sizeable dataset from over 300,000 global public and private companies spanning more than three decades.
Benchmarking companies to leaders and laggards across 31 industry sectors, closely linked to the Russell Index Sector allocations.
"Financial Health IQ® brings forward keen insights to flag what others miss."
