Obtain 250+ new financial metrics derived from IRS filings on 4k active public companies (traded on NYSE or NASDAQ) from 2010 – present, updated monthly. Deutsche Bank found these metrics to be predictive of stock price returns:
Cash-based accounting metrics from audited IRS Form 5500 filings provide new insight.
Industry-normalized metrics relating to growth, employment, benefits, and dollar contributions are proven to be predictive.
Leverage IRS Form 5500 Schedule SB for 800 public companies that have defined benefits & cash balance plans.
Perform due diligence on pension benefit obligations, total funding targets, and minimum required contributions to identify plans with at-risk status.
Compare fair market value of assets & benefit obligations reported in Form 5500 Schedule SB filings against those reported under GAAP accounting in SEC filings to pinpoint under-funded plans.
Leverage audited IRS Form 5500 filings pertaining to employee welfare benefits & retirement plans to generate 100% verifiable financial metrics on 1M companies (accounting for 100M employees, 90% of the U.S. labor force).
Research a private company in depth and benchmark it against private & public industry peers using standardized financial data.
Create lists of private companies based on EBITDA, revenue, employment, industry, location, growth, credit risk, & profitability.
Firmographics on 10M+ companies (the universe of U.S. companies with employees) derived from IRS filings, Secretary of State filings, Internet registry records, and scraped corporate websites.
Create lists based on industry, location, revenue, employment, growth.
Leverage 100% verifiable firmographics to clean and enhance your records & CRM systems.
Track profitability & credit risk to assess financial viability.