Time-saving solution for equity analysts, investors and portfolio managers

Valuatum Platform is an integrated software suite for busy investment professionals. By automating routine tasks, it makes the research and decision-making process faster and more efficient.

Always up-to-date data

Automatically import historical and forecast data for thousands of listed and unlisted companies worldwide from leading providers, such as Bloomberg, Thomson Reuters, Dun & Bradstreet, and others. Several banks and brokers also offer their research through our system. Stock price data is updated daily.

Easy screening of companies

Our web-based interface lets you create graphs and rank-ordered lists of companies with just a few clicks. For instance, plotting P/E vs. forecast EPS growth lets you quickly identify potentially underpriced companies with high growth expectations – a combination which historically has a high correlation with outperforming the stock market. It is easy to create graphs with your own custom metrics, too.

If you prefer working with rank-ordered lists or balanced scorecards, you can easily include the metrics you want (or even calculate custom ones using Excel-style formulae), and create points schemes for scoring companies.

View all assumptions driving target price – and modify them at will

With Valuatum Platform, you have full transparency into all historical and forecast figures. You can drill down to divisional and/or quarterly data, and compare data across providers and analysts.

You can easily modify all figures via the web interface or using a local Excel spreadsheet. The model automatically recalculates to maintain consistency, and you see the effect of your changes on future financials immediately. Your changes are also immediately reflected in all other Valuatum tools, such as graphs and automated reports.

The Valuatum Platform includes an integrated, state-of-the-art DCF valuation model. This makes the fair value and target price calculation completely transparent. You can easily run sensitivity analyses for the target price by specifying a range of values to try in any set of parameters (e.g., sales, EBIT margin, WACC elements, etc.)

Easily communicate the results of your analysis

After you are satisfied with the valuations, the Platform makes it easy to communicate your analysis to stakeholders inside or outside your organization.

For maximum interactivity, you can grant users access to your valuations through our on-line interface. This lets users view all the underlying figures, and if granted the privileges, they can make and save changes in turn (their changes are saved as a separate analysis, so they do not overwrite your original work). This is ideal for teams working together remotely.

For generating static reports, the Platform has Word and PowerPoint templates which automatically pull the desired figures from our database, so you don’t waste time manually copying and pasting tables and graphs.

Track your portfolio, a specific industry – or any interesting group of companies

You can create groupings of companies with assigned weights (adjusted by daily share price fluctuations, if you wish) and track them through the Platform tools. This makes it easy, for instance, to track the performance of your portfolio. You can plot the group companies on a scatter plot, or view customizable data compilations. You can also analyze mean and median values for all applicable metrics, so you have instant access, e.g., to your portfolio’s average P/E ratio, which can be useful for reporting purposes.

This feature also makes it easy to compare companies within a specific industry, size range, or any other grouping you might wish to follow

Data providers

Thomson Reuters

The Reuters Fundamental database consists of financial information on over 53,000 listed companies worldwide. Consensus estimates are included as well.

Bloomberg

Bloomberg database consists of financial information on listed companies worldwide. Consensus estimates are included as well.

Dun & Bradstreet and Soliditet

Dun & Bradstreet and Soliditet databases are used to provide data for Nordic companies. Annual data is provided for 120,000 unlisted active Finnish companies and 2,3 million unlisted active Nordic companies.

Banks and brokers

Banks and brokers currently offering their analyses through our system include Danske Bank, eQ and EVLI.

Other sources

We can integrate data from virtually any provider, please contact us if you are interested in working with a specific data source. We are currently extending our data coverage to all listed and unlisted companies worldwide.

Adopting Valuatum Platform

Quick and easy deployment

Valuatum Platform is offered as a hosted service, following the Software as a Service paradigm. We take care of all the infrastructure (servers, database, connectivity to data providers), maintenance, storage, security, updates, and back-ups, which makes adopting the system extremely quick and effortless for our clients. All you need is a standard web browser, an internet connection, and Microsoft Excel for working directly with spreadsheets. Depending on the degree of customization needed, we will have you up and running within a few days of signing up.

We follow industry standard security and back-up practices. Some of our existing clients have audited our systems and practices, and we welcome any new clients interested in our services to do the same.

Due to our service model, there is no large up-front investment required. Instead, you pay a monthly subscription based on number of users, number of companies tracked, data provider(s) used, and features required. This means you are only paying for what you need, and gives you the freedom to scale your subscription up or down as your needs change. You also never need to worry about buying “the next version”; all of our clients automatically benefit from updates to the system as they become available.

Customization

If desired, we can customize the system to suit your requirements. Common changes include the layout, colors and logos displayed in the web interface and the reporting templates. In many cases, we can also create an interface between our valuation model and the inputs and/or outputs of Excel spreadsheets you currently use . This makes the integration of your existing models with our system as seamless as possible. See more information about Excel integration for Sell-side clients here.

Additional information

Video walkthrough

Watch our guided video tour to see some of the Platform's key features in practice.

Free trial

Create a free trial account to try the Platform for yourself for a limited time, with no obligation to buy.

Frequently asked questions

Read our FAQ section for answers to some of the most common questions our clients have.

Contact us

Still haven't found an answer to your question? Do you have a specific feature in mind you would like to discuss? Contact us, and we will be happy to help.