ISS ESG - EVA

Data category

Financial Analysis

Brief description of the data offering

EVA (Economic Value Added) is an established standard in measuring, analysing, projecting, valuing, and discounting a firm's underlying economic profit rather than its accounting profit. 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. With coverage of approximately 20,000 public companies, this solution enables investors to measure, analyse, and value corporate performance and inform investing decisions.

Founded in 2006 and acquired by ISS in 2018, EVA provides investment professionals insight to determine the quality and valuation of a portfolio company.

The EVA Framework: a powerful platform and framework that converts accounting profits into economic profit.

  • 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
  • Leading indicators: EVA metrics are predictive of future stock prices

EVA in the Investment Decision Process:

  • Screening and Idea Generation: narrow the universe of investible ideas to those that are likely to outperform using an objective investment framework that is effective regardless of investment style.
  • Single stock and multiple stock analysis: analyse 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.

Where and how do you source your data?

EVA data is typically derived from company filings, as well as ongoing event-driven data updates as reflected in public disclosure, press releases and company web sites.  In addition, ISS subscribes to a number of critical, paid data services that is also factored into the EVA analysis.

Who are the data users?

Data is used by a broad range of institutional investors, asset managers, asset owners, fund managers, banks, government institutions, universities and research firms.

What is the cost for your data offering?

Pricing is based on the method by which data is delivered.  ISS ESG can provide data via its proprietary platform, DataDesk, or via data feed. Pricing for this solution is available upon request. 

What are the key attributes that differentiates the data you offer?

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
  • Style agnostic: Provides an unbiased view of quality, value, and growth investment opportunities
  • Leading indicators: EVA metrics could provide information that may lead to future stock prices
  • Consistent, transparent framework: EVA is comparable across companies, industries and countries
  • Global coverage: Coverage spans approximately 20,000 public companies, with historical data going back two decades 

Tweet

@ISSESG’s Economic Value Added (#EVA) provides #investors with a differentiated approach to the investment decision process by measuring, analyzing, projecting & valuing a company’s underlying economic profit rather than its accounting profit. Learn more: https://www.issgovernance.com/eva/

Contacts

Maximilian.Horster@iss-esg.com

Corporate Statements

Turning knowledge into action

Maximilian Horster, head of ISS ESG, foresees several trends will shape the environmental, social and governance (ESG) investment space over the next 12 months. Environmental Finance spoke with him to see how ISS ESG is tailoring its data, index and reporting solutions as a result

Guide entries

Bespoke Research & Advisory Solutions

Carbon & Climate Data

Carbon Footprint Report

Carbon Risk Rating

Climate Advisory Services

Climate Impact Report

Climate Voting Policy

Climetrics

Controversial Weapons Research

Country Controversy Assessment

Custom Climate Voting Factors

Custom Rating

Director and Board Data

Energy & Extractives Screening

Environmental & Social Disclosure QualityScore

ESG Corporate Rating

ESG Country Rating

ESG Fund Rating

ESG Index Solutions

ESG Portfolio Analysis

ESG Raw Data

ESG Scorecard

EU Taxonomy Alignment Solution

EVA

Executive Compensation Data & Profiles

Global Sanctions Screening

Governance QualityScore

Norm-Based Research

Pooled Engagement

Potential Avoided Emissions Data

Responsible Investment Policy Development

SDG Impact Rating

SDG Solutions Assessment

Second Party Opinion

Sector-Based Screening

SFDR Principle Adverse Impacts Solution

Shareholder Meeting Results

Stewardship Toolkit