Nine board-ready reports from one analysis
Every report is built from 5–10 years of the company’s financial statements and its sustainability reports, compared with the leading companies of its sector in its region, and sent to your email as a PDF file in any of 10 languages.
The nine reports
IAM Investment Attractiveness Report
The overall IAM score, finance and ESG pillars, eight score combinations, the attractiveness class and the company’s rank among its sector peers, with a sector ranking chart.
IAM Improvement Plan
The ESG criteria and ratios furthest behind the sector, the expected IAM gain for each action, and a roadmap for 0–6 months, 6–12 months and 1–2 years.
Financial Outlook & Forecast
The IAM outlook for 1–3 years if trends continue, a forecast of key ratios, three revenue and profit scenarios and the signals that show which one is unfolding.
Peer Benchmarking Report
Each company indicator against the sector median and quartiles, areas better and worse than the market, and the change in rank over the years.
ESG Performance Scorecard
Each of the 44 ESG criteria against the sector average, the priorities with the largest gaps, and the trend in scores.
Credit & Counterparty Risk Report
A green / amber / red signal from warning signs, payment discipline against the sector median, and indicative trade terms.
IAM pack
IAM report · Improvement plan · Financial outlook
Financial & ESG analysis
Peer benchmarking · ESG scorecard · Counterparty risk
Full coverage pack
All 6 reports in one PDF file
Questions
Anything else: info@express-analysis.com
What do you need from me?
The company name and region, and either the link to its official website in the order form or its annual and sustainability reports sent to the analyst (PDFs or one ZIP archive) through a link the analyst provides.
How many years of reports are needed?
Every year of the chosen period: 5 to 10 consecutive recent years. If reports cover fewer than 5 years or a year is missing, the company cannot be analysed.
How quickly will I receive the report?
The report is sent to your email 5–7 business days after the invoice is paid.
How do I pay?
Once we have checked the reports, we email you an invoice with the details you gave in the order form. The analysis starts after the invoice is paid.
Which companies can be analysed?
Non-financial companies that publish financial statements and sustainability reports. Banks and insurers are outside the method.
Which sectors and regions are covered?
14 sectors in ten economic regions: North America, Western Europe, Developed Asia-Pacific, China, India, South-East Asia, Central & Eastern Europe, the Middle East, Latin America and Africa. Which sectors are available differs by region; the Methodology page shows the full table.
Is the analysis updated?
Yes. The analysis, the sector’s leading companies and the ratio boundaries are updated every year after annual reports are published.
Is this investment advice?
No. The reports are independent analytical research and are not investment advice or a credit rating.