Yes. Please visit these links:
Saved Searches � 1:05
Settings � 0:35
Unlinking a Workbook � 0:34
Refreshing a Workbook � 0:38
Opening PitchBook & Platform Help Center � 0:38
Using the Formula Builder � 1:47
Finding Companies & Data � 1:41
Opening a Template � 1:06
Building a Chart � 1:00
Yes. If you click this link, it will open a PDF which provides definitions for all the terms used in the PitchBook/BVR Guideline Public Company Comps Tool. You can also view these definitions within the PitchBook/BVR Guideline Public Company Comps Tool™ - once you have logged in and conducted your search, simply select the "Glossary" tab at the right side of the page.
The data is pulled from public company filings at the Securities and Exchange Commission using a service provided by MorningStar.
Yes, the Tool does provide data on non-U.S. public companies, in additinoal to U.S. public companies. Currently, the Tool provides data from 91 exchanges for more than 90,400 securities. Please click here to view detailed fundamental coverage statistics.
The data will typically be available within one week after the document is filed with the Securities and Exchange Commission.
Yes. All the data has been captured from the Securities and Exchange Commission website, and the Tool provides easy access to the source documents. The financial figures in the search results, such as the numeric value for Revenue or Gross Profit, are hyperlinked to the original public filing at the Securities and Exchange Commission website. To verify a number, click on it and you will open the original filing where the number was reported.
Also, a user can click on the name of any guideline company in their search results to be taken to a page dedicated to extensive information about that company, including all recent news, deal activity, company information, recent investment activity, executives and their contact information, key metrics and stock price history.
Yes. On the search page, check the box for "Include Inactive Companies (No longer actively traded)". This box is located towards the bottom of the search page.
Users can search by SIC code if they choose, or they may search by PitchBook industry classification (labeled as PitchBook Industries on the search page). Each public company who has ever filed with the Securities and Exchange Commission has been assigned a PitchBook Industries classification so a user can easily retrieve companies in a manner that is more intuitive and user-friendly than using an SIC code search.
Yes. After a user conducts a search and receives the results, they can select the "Save Comparables" option in the upper right side of the screen. From there, the search can be named and saved.
Yes. The results can easily be exported into Excel using the "Download" option in the upper right side of the screen.
One at a time. The Tool was created with an autosuggest feature. This allows users to easily find the company they are looking for by name or ticker symbol if they do not know or can't remember the full name or ticker symbol. As a result, it is best to enter each company individually into the "Name/Symbol" field.
The service utilized to pull financial data does not capturing the weighted average shares (basic & diluted) when these are disclosed in the footnotes. Since these values are used to calculate the enterprise values, they will be missing. As an alternative, users should be able to find and use the Enterprise Value � TSO which are almost always available and use the TSO (total shares outstanding) for the calculations.
The Enterprise Value that is used in the EV multiples (without the TSO) is either the Enterprise Value, FY or Enterprise Value, FQ � both of these use Diluted Basic Average Shares as of the end of the selected period, whichever that period may be � the year or quarter.
The Enterprise Value that is used in the EV � TSO multiples (with the TSO) is the Enterprise Value � TSO.
Yes. On the "Peer Group" tab, a user can specify an "As of Date," and all the data fields on that page (such as enterprise value) will be calulated as of the user's specified date. If a user wishes to add additional data fields to the "Peer Group" tab, the user can select the "+ Add Columns" option to add any additional desired fields.
If there are data for that date, then that is the date that is used. If not, the tool uses the closest date prior to this date for financials, stock price, etc.
Currently, selecting the option to save your comparable companies will return the "As of Date" to today's date. One option is to specify your "As of Date," then export the data to Excel using the "Download" option in the upper-right corner. This will download your comparable companies into Excel with your specified "As of Date."
Morningstar is scrubbing SEC filings and PDF reports from companies.
Last updated: 07/17/2015
BVR's Glossary of BV Terms
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