ISS EVA

Financial Intelligence for Measuring & Maximizing Value

Measure, analyze, and value corporate performance.

EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit rather than its accounting profit. With coverage of 15,000+ public companies, this solution enables investors to measure, analyze, and value corporate performance and inform investing decisions.

15,000+

COMPANIES COVERED

The EVA platform allows investors to parse through thousands of companies globally with comparable accounting adjustments to drive informed investment decision making on a systematic basis.

Now part of the ISS Analytics suite of solutions, EVA provides investors with a differentiated approach to the investment decision process.

Superior to traditional measures of profit

EVA cuts through accounting distortions and charges for the use of capital

Consistent, transparent framework

EVA is comparable across companies, industries and countries

Style agnostic

Provides an unbiased view of Quality, Value, and Growth investment opportunities

Global coverage

Coverage spans 15,000+ companies globally, with historical data going back two decades

Leading indicators

EVA metrics could provide information that may lead to future stock prices

DEFINING EVA

EVA =

Sales – Operating Costs* – Capital Costs**

*Net operating profit after tax     **Cost of cap% x net business assets

EVA converts accounting profit to economic profit by reversing accounting distortions and measuring the dollar value profit after ALL costs, including the cost of giving shareholders a fair return on invested capital (this is a critical point).

Best practice EVA is the next generation of EVA.

Convert traditional EVA dollar-based profit measure into a powerful ratio-based framework.

Use EVA to Screen for Idea Generation, Conduct Peer Comparisons, and Company or Portfolio Analyses

Screening & Idea Generation

Use the EVA platform to narrow the universe of investible ideas to those that are likely to outperform using an objective investment framework.

Single / Multiple Stock Analysis

Analyze the overall EVA profitability of a company, the choices management made to drive that EVA, and value the company with unique metrics.

Portfolio Analysis

View a fund’s exposure to EVA relative to benchmark. Display active weightings to better assess sources of risk and alpha.

Get started with ISS EVA.

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