Overview

Every professional valuator needs data (market comparables, financial comparisons, cost of capital, etc.). The first question is what to buy. The next is who should you buy from. You should also consider bundles (to save money & get more data) and even integration (especially if you use valuation software).

“I got the exact same two databases… plus FIVE more–for the same price!”

Following are the main databases by type (available al-a-cart or within select bundles).
Click each Database Name for a detailed description.

Available in these bundles
(save up to 49%)

Private Market Transactions

IBA Market Data Over 39,000 comps, 750+ SIC/NAICS codes, covers 30 years. Mostly under 1 million in sales.
BIZCOMPS® Over 12,000 comps, covers 10 years. Mostly under 1 million in sales.
DoneDeals Over 10,000 comps covers 10 years. From 1 to 250 million in revenue. Based on public 8K filings (public companies acquiring private companies).

Public Market Financials & Transactions

Guideline Public Company Nearly 8,000 public companies traded on the major market exchanges. Provides full company financial statements.
Mergerstat Review Price to Earnings Ratios Provides five years of aggregate P/E data on 50 industries. Based on Factset’s Mergerstat database. Good sanity check for an industry P/E.

Financial Statement Peer Comparison (common size and ratios)

RMA Valuation Edition Based on over 250,000 actual financial statements, includes I/S, B/S common size and ratios. Provides precise ranking (e.g., Gross Margins in 91st percentile among similar businesses).
IRS Corporate Ratios Based on five million tax returns collected by the IRS (10 years data). Includes I/S, B/S common size and ratios.

Cost of Equity

Duff & Phelps Valuation Handbook Guide to Cost of Capital Includes all data from the discontinued SBBI Valuation Edition Yearbook and from the Duff & Phelps Risk Premium Report.
Duff & Phelps Valuation Handbook Industry Cost of Capital Includes cost of capital estimates (equity capital, debt capital, and WACC) for over 200 U.S. industries, plus detailed statistics that can be used for benchmarking.

Discounts & Premiums

Pluris DLOM Over 3,000 transactions helps you determine an appropriate DLOM for your valuation--based on the largest restricted stock database available.
Mergerstat Review Premiums & Discounts Provides quantitative data for the Control Premium and Minority Interest Discounts. Based on Factset’s Mergerstat database. Contains five years of data for 50 industries.

BUNDLE ONLY Resources
Databases and additional resources ONLY available in Bundles:

Economic & Legal

National Economic Reports Monthly national economic report that includes data and discussion on the economy including interest rates, employment, inflation, the stock and bond markets, construction, housing and real estate.
KeyValueData Industry and Metro Reports Contains 1,000+ archived industry and metro reports written by the KeyValueData custom research department.
Custom Research Reports A custom research report containing detailed, information-rich narrative on virtually any industry sector or segment in nearly any U.S. geographical area. Additional Fees Apply
BizMiner Industry and metro area research reports in thousands of different industry and metro area combinations. Additional Fees Apply
First Research Reports Provides in-depth industry research reports on more than 700 industries. Additional Fees Apply
Federal & State Law Cases Contains 2,000+ federal and state court cases related to business valuation. Includes both summary and full case text.

Valuation Articles / News

Around The Valuation World A monthly webcast that reviews the month’s most relevant valuation topics and articles. Does NOT include CPE. CPE is available for additional purchase. Contact Member/Client Services at 800-426-2488 for information.
Business Appraisal Practice Quarterly newsletter from the Institute of Business Appraisers, containing articles on business valuation topics.
Business Valuation Articles Contains 5,000+ articles on business valuation, financial forensics, litigation, and related industry topics. Drawn from both general and specialized trade publications, government reports, white papers, and other sources.

Misc Resources

Valuation Reports Library Includes sanitized valuation report samples which can be used as a general reference and learning materials for valuators writing their own reports.
Conference Presentations Contains 550+ NACVA and IBA conference presentations on general and specific topics.
Compensation Data Includes Bureau of Labor Statistic (BLS) data broken down by job category, state, region and local areas.
S-1 Filings Includes 60,000+ pre-IPO filings which are useful to gather information on industry challenges and opportunities.
Expert Witness Profiler Helps you prepare for trial by providing a profile of the opposing counsel's expert valuation witness.

“I was spending $1,000 for two databases. With KeyValueData, I spent $1035–and got the exact same two database, plus FIVE more! Plus, they all integrated seamlessly with BVM Pro.”

“I was spending $500 for one database. With KeyValueData, I spent $645— and got the exact same database, plus FIFTEEN more! Nothing else compares!”