Market Insights report (powered by S&P Market Intelligence)

The Market Insights report (powered by S&P Market Intelligence) within Diligent One Platform is a subscription-based offering. For assistance, contact Diligent Support.

The Market Insights report (powered by S&P Market Intelligence) provides a comprehensive view of your organization’s key valuation and market insights from S&P Market Intelligence platform. This streamlined access to critical financial information enables enhanced risk assessment and strategic decision making.

Detailed data on peer and industry metrics to ensure strategic initiatives withstand stakeholder scrutiny. You can use these reports featuring S&P data to measure performance against peers on:

  • Market updates focusing on trends in stock price

  • Analyst recommendations focusing on analyst projections and recommendation on your stock

  • Peer and competitive insights benchmarking you against peers and/or competitors on key valuation and financial metrics

  • Sentiment analysis focusing on investor sentiment on your earnings call

Create your analysis dashboard using the customizable reporting features. Adjust visuals and layout, and add narratives for board discussions. You can also share your dashboard with Boards sites, enabling seamless sharing and publishing of reports within the Diligent One Platform.

Accessing reporting templates in Activity Center

Prerequisite

The reporting templates must be deployed and enabled for you in your Activity Center. For assistance, contact Diligent Support.

For information about accessing and using reporting template in Activity Center, see Use Diligent One dashboards as templates.

Connecting dashboards to Boards sites

For information about connecting Activity Center dashboards to Boards sites, see Diligent One: Connecting Activity Center dashboards with Boards sites .

Understanding the dashboard structure

The Market Insights report (powered by S&P Market Intelligence) offers several key features designed to provide comprehensive financial insights and facilitate data-driven decision-making. The dashboard structure consists of four tabs that allows you to craft a narrative and present market results to your board. It includes visuals and KPIs that compare your organization’s performance against market averages and peers. Select each tab below to learn more.

This tab presents information about the stock performance of your organization and your selected peer group, identifies key developments that may have affected the share price, and key financial performance metrics that illustrate your organization’s current market position.

Available visuals

The following visuals are available in this section:

Market performance

Track the daily stock price changes for your organization and your peer group over time. This visualization helps you to understand stock price trends against your peers, assess volatility, and make informed business assessments based on historical data.

  • Tool tips Hover over the visual to see the closing price for each company on a specific day.
  • Date filter Allows you to modify the time range displayed on the line graph. This is useful for focusing on specific time frames like the last quarter.
  • Currency conversion The template allows you to select companies listed on different exchanges. Use the legend at the bottom of the visual to identify which companies are included in the chart and from which stock exchange the data is supplied. When companies from different exchanges are selected, the currency displayed corresponds to the primary company's exchange by utilizing the average exchange rate for the trading day.
  • Event markers Represents significant events that are relevant to the data being presented. When you hover over an event marker, a tooltip appears, providing a description of the event. This allows you to analyze the correlation between these events and changes in the data, such as share price fluctuations in a market insights report.
  • Directional KPIs The key performance indicators (KPIs) for your organization and the peer average are displayed above the line graph. You can visualize the changes in metrics to understand its trend over a specific period.
  • Add commentary Use the Performance text box to craft your own narrative alongside the market performance visuals and showcase market results effectively for presentations to boards.

Key developments

This visual presents a summarized description of key events identified by S&P Global that may have impacted recent market performance. It focuses on the events associated with your organization and not your peer group.

This data is sorted by event date and allows you to view the event type and key development description. The types of events included in this visual are company forecast, result announcements, potential red flags, dividends, and more.

Key financial performance metrics chart

This section offers a range of key performance indicators that are derived from the latest earnings statement and/or trading day. This visual representation is tailored for your organization and does not include data for peer companies.

  • Earnings File Date This is the date when your organization officially files its earnings report with regulatory authorities. The report includes crucial financial data such as revenue, net income, and earnings per share, providing insights into the company’s recent performance and future outlook.
  • Volume Shows the total number of shares or contracts traded for a security during a specific period. This helps investors gauge market interest and potential price movements.
  • Avg. Volume Provides the average number of shares or contracts traded for a security over a specified period, typically calculated over days, weeks, or months.
  • Avg. Volume % Shows the average number of shares traded daily as a percentage of the total shares outstanding.
  • Market Cap (Calculation Date) This is the date that the market cap was calulated.
  • Market Cap Provides a snapshot of your organization’s size and market value on a specific date, helping investors compare companies of different sizes.
  • Beta (5y Monthly) Measures a stock’s volatility relative to the market over the past five years, using monthly data. A beta greater than 1 indicates higher volatility than the market, while a beta less than 1 indicates lower volatility. This metric helps investors understand the stock’s risk profile and potential price movements in relation to market fluctuations.
  • Price Estimate (6-18mo) This is the projected stock price range over the next 6 to 18 months, based on analysts’ forecasts and various financial metrics. It helps investors set expectations for future stock performance and make informed decisions about buying, holding, or selling the stock.
  • PE Ratio (TTM) The price-to-earnings ratio over the trailing twelve months (TTM) measures your organization's current share price relative to its per-share earnings. It helps investors determine if a stock is overvalued or undervalued compared to its earnings. A high PE ratio might indicate high growth expectations, while a low PE ratio could suggest the stock is undervalued or facing challenges.
  • EPS (TTM) Earnings per share over the trailing twelve months is a key indicator of your organization’s profitability. It shows how much profit is allocated to each outstanding share of common stock, helping investors assess the company’s financial health and performance over the past year.

This tab illustrates crucial insights into your organization’s financial health by comparing actual financial results with analyst projections and recommendations.

Available visuals

The following visuals are available in this section:

Consensus vs actual earning per share

This visual contrasts the projected earnings per share for your organization with the consensus estimates provided by analysts surveyed by S&P Global. It is crucial for understanding market sentiment and investor confidence, as analyst projections can significantly impact investment decisions and share price movements.

  • Previous Three Quarters Compare your organization's actual performance against previous projections. The visual includes a dark blue line representing the actual Earnings per share (EPS) performance and a red line for the consensus EPS projections.
  • Next Three Quarters The red line continues to show the consensus projections for the upcoming three quarters, enabling you to contextualize future projections based on past performance.
  • Earnings per share (EPS) Indicates your organization's profitability, showing how much profit is generated per share.

Analyst price targets

This is a prediction of a share's future price. This is the price at which an analyst believes a stock is fairly valued. It helps investors and stakeholders understand potential future price movements and make informed investment decisions by contextualizing the current share price against these projections.

See the current share price of your organization with analyst projections for future share prices over a 6 to 18-month period. This visual provides insights into the highest, lowest, and average projections made by analysts.

Analyst recommendations

This visual displays the latest analyst recommendations regarding your organization's stock . It categorizes recommendations into various categories and helps you understand how many analysts have issued recommendations in each category.

  • Spider chart This chart provides a multidimensional view of current recommendations. A balanced shape indicates a well-distributed set of opinions, while a skewed shape suggests a consensus leaning towards specific recommendations.
  • Bar chart This chart presents analyst ratings for the most recent three months, allowing you to easily identify the number of recommendations in each category and observe any changes over time.

Both visuals categorize analyst recommendations on the following scale:

  • Sell The stock is expected to underperform and decrease in value.
  • Underperform The stock is expected to perform slightly worse than the overall market or its peers.
  • Hold The stock is expected to perform in line with the market or comparable companies.
  • Buy The stock is expected to outperform the market and increase in value.
  • Outperform The stock is expected to perform better than the market average.

This tab benchmarks your organization’s financial performance against your peer companies in key performance indicators (KPIs) such as price to earnings, net income, debt to capital, and profit growth.

Available visuals

The following visuals are available in this section:

Price to Earnings

Track the price to earnings (P/E) ratio for your organization over the latest 12 quarters. This visual compares the P/E ratios of your organization with your peer groups and the average across the group. It helps in evaluating whether a stock is overvalued or undervalued based on its earnings performance.

  • Multiple exchange Select companies that appear on different exchanges.
  • Currency conversion method When companies from different exchanges are compared, the currency displayed corresponds to the primary company's exchange by utilizing the average exchange rate for the trading day.
  • Average calculation The average P/E ratio includes your organization and all your selected peers.

Peer KPIs

This visual displays several key financial metrics for your organization alongside the same KPIs for each of your peer group company and the average for the group. This visual is important for evaluating your organization's financial performance in comparison to your peers. The metrics included in this visual are derived from the most recent quarterly financial statement.

  • Market Cap See the total market value of your organization's outstanding shares.
  • Price to Earnings Assess your organization's share price in relation to its earnings per share.
  • Net Income This is the total profit that your organization generates after deducting all expenses, taxes, and costs from its overall revenue.
  • EBITDA Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) shows an evaluation of your organization's operating performance by excluding non-operating expenses.

Market Comparisons

This visual presents several essential financial metrics for your organization alongside the market average for each respective metric. This visual utilizes data from the most recent quarterly financial statement.

  • Price to Earnings ratio Measure your organization's current share price relative to its per-share earnings.
  • Price to Sales Compare your organization's stock price to its revenues. This helps you evaluate how much investors are willing to pay per dollar of sales.
  • 3 year Profit Growth Measure your organization's increase in net income over a three-year period and evaluate its long-term financial performance and stability.
  • Debt to Capital Assess your organization's financial leverage by comparing its total debt to its total capital (debt plus equity).

This tab presents information about trends observed in your organization’s earning calls, benchmarked against peer and market averages.

Available visuals

The following visuals are available in this section:

Net positivity analysis

This visual represents the S&P net positivity score for your organization and your peers over the last 12 quarters. It quantifies the positivity of your company communications on its earning calls. The dark blue line represents your organization's net positivity score, the red line represents the peer average, and the light blue line represents the market average.

  • Net Positivity Score Get an insight into the overall sentiment of speakers on an earnings call, comparing positive to negative words used. Most scores range between -5% to 5%. Higher scores reflect more favorable calls and therefore, a positive sentiment.
  • Market Average Assess the market average of net positivity among the group of companies that share the same industry and country of incorporation with you.
  • Peer Average See the average net positivity of the specific peers you selected.

Numeric transparency

This visual represents the S&P numeric transparency score for your organization and your peers over the last 12 quarters. It quantifies the transparency of your company communications on its earning calls. The dark blue line represents your organization's net transparency score, the red line represents the peer average, and the light blue line represents the market average.

  • Net Transparency Score Get an insight into the use of numbers on an earnings call. A higher value means more use of numbers relative to words, which indicates a higher level of transparency. This is considered more objective and precise and therefore, more favorable. Most scores fall between 0 and 12%.
  • Market Average Assess the market average of net transparency among the group of companies that share the same industry and country of incorporation with you.
  • Peer Average See the average net transparency of the specific peers you selected.

Language complexity

This visual represents the S&P language complexity score for your organization and your peers over the last 12 quarters. It quantifies the complexity of your company communications on its earning calls. The dark blue line represents your organization's score, the red line represents the peer average, and the light blue line represents the market average.

  • Language Complexity Score Get an estimate on the number of years of formal education needed to understand the text on the first reading. Scores range between 8-15, lower scores denote simpler language and are viewed favorably.
  • Market Average Assess the market average of language complexity among the group of companies that share the same industry and country of incorporation with you.
  • Peer Average See the average language complexity of the specific peers you selected.