{"id":1201,"date":"2024-12-17T12:06:51","date_gmt":"2024-12-17T11:06:51","guid":{"rendered":"https:\/\/blog.iese.edu\/newsletter-library\/?p=1201"},"modified":"2024-12-17T12:03:07","modified_gmt":"2024-12-17T11:03:07","slug":"107-resources-tip","status":"publish","type":"post","link":"https:\/\/blog.iese.edu\/newsletter-library\/107-resources-tip\/","title":{"rendered":"Company Peer Analysis with Orbis"},"content":{"rendered":"

>\u00a0<\/span>Return to the #107 Newsletter<\/span><\/span><\/a><\/em><\/strong><\/p>\n

\n

Orbis<\/span><\/a><\/strong> allows you to identify the closest competitors to a specific company by either generating a peer group automatically or building your own. Follow these steps to perform a peer analysis:<\/p>\n

1. Search for the Company:<\/strong>
\n-Enter the company name in the search box and press Enter<\/em>.
\n-If multiple entities appear, select the correct one. Once the company report is displayed, click on Peer Comparison<\/strong> in the left-hand menu.<\/p>\n

2. Retrieve the Default Peer Group:<\/strong>
\n-By default, Orbis will display the 10 closest international companies based on the Operating Revenue (Turnover)<\/strong> of the subject company for the latest available year.
\n-If no results appear, try selecting a previous year for comparison.<\/p>\n

3. Customize the Peer Group:<\/strong>
\nTo refine your analysis, click on Own Peer Group<\/strong>. This allows you to:
\n-Change the operating year.
\n-Adjust the size of the peer group (national or international).
\n-Select a different financial variable for grouping the companies.<\/p>\n

Additional options, such as Accounting Period<\/strong> or Add\/Remove Columns<\/strong>, can further tailor your analysis. Once finalized, click OK.<\/em><\/p>\n

4. Create Your Own Peer Group:<\/strong>
\nIf the default peer group lacks focus, creating your own peer group is recommended. Build a search strategy with the criteria that fit your needs on the Orbis search page and retrieve the list of companies.
\nAfter defining the group:
\n-Click on Tools<\/strong> in the left-hand menu.
\n-Select Peer Analysis > Go To<\/strong>.
\n-Choose one of the default peer analysis formats or create a new one by clicking on Create New<\/strong>.
\nYou can also modify the variables in the default formats to better suit your analysis.<\/p>\n

5. Export Results:<\/strong>
\nAll peer analysis results can be exported to Excel by clicking the Excel<\/strong> icon in the top-right corner of the screen.<\/p>\n

Tips for Effective Peer Analysis<\/strong>
\n\u2022 Use consistent criteria for selecting peers to ensure comparability.
\n\u2022 Avoid using the most recent time period of financial data if it is unavailable; select an earlier time period instead.
\n\u2022 Peer analysis can be conducted on sets of a minimum of 2 and a maximum of 2,500 companies.<\/p>\n","protected":false},"excerpt":{"rendered":"

>\u00a0Return to the #107 Newsletter Orbis allows you to identify the closest competitors to a specific company by either generating a peer group automatically or building your own. Follow these steps to perform a peer analysis: 1. Search for the Company: -Enter the company name in the search box and press Enter. -If multiple entities appear, select the correct one. Once the company report is displayed, click on Peer Comparison… <\/p>\n

Read More<\/a><\/div>\n","protected":false},"author":168,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[95018,94970],"tags":[],"class_list":["post-1201","post","type-post","status-publish","format-standard","hentry","category-107-december-2024","category-resources-tip"],"_links":{"self":[{"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/posts\/1201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/users\/168"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/comments?post=1201"}],"version-history":[{"count":2,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/posts\/1201\/revisions"}],"predecessor-version":[{"id":1216,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/posts\/1201\/revisions\/1216"}],"wp:attachment":[{"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/media?parent=1201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/categories?post=1201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.iese.edu\/newsletter-library\/wp-json\/wp\/v2\/tags?post=1201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}