How to create a benchmarking analysis based on Peers?

This article outlines the steps to create a company benchmarking analysis using the i2i Logic Insights platform. By following these steps, you can benchmark a company's performance against a group of peers, providing valuable insights for client engagements.

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Step-by-Step Instructions:

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1. Load your target company.

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:::info Your bank private companies can be easily accessed by clicking on the 'My Companies' check box.

::: 2. Navigate to the 'Peers' module

• Click on 'Company' in the navigation bar and select the 'Peers' module.

:::tip Explore 'Conversation Insights' for conversation ideas and guidance. Click on 'Company' in the navigation bar and select the 'Conversation Insights' module. Here you can access a range of insights, conversation ideas and bank opportunities for the company.

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3. Select peers and periods for benchmarking

• Select up to 4 peers from the auto generated list.

• If your company is missing from the list, click on the 'Add Peers' button and add any company on the platform as a peer.

• By default, the latest 2 periods are used for benchmarking, to change this click on the 'Adjust Dates' button.

:::info The working capital metrics for the LTM periods highlighted with ^ symbol may include non-trade related items. Annual periods are recommended for a more accurate analysis of working capital

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4. Analyze company performance versus the peers

• Various screens allow us to understand the company's operating and financial performance versus the selected peers.
• Identify insights and opportunities by benchmarking the relevant company metrics against its peers.

5. Generate reports
   • Click on the PDF icon to generate a report.
   • You can use 'Customize with Publisher' option to customize the report by adding comments to each page.

Related Articles:

• What if I can't find my peer in the suggested peer list?
• How do I change the peers, and the periods used for benchmarking?

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