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Understanding company financials
How do I see Metrics and Value Drivers for my account?
How do I see Metrics and Value Drivers for my account?

Research and benchmark a company's financial performance in more detail

Alex avatar
Written by Alex
Updated over a week ago

Databook has an array of features that allow you to quickly research a company's finances.

Metrics and Value Drivers

To view metrics or value drivers:

  1. Search for a company

  2. Select Financials > Metrics and Value Drivers from the menu

  3. Click on Metrics or Value Drivers from the top right

  4. Choose or search for the metrics you want to view

All the charts are interactive. To view performance versus the peer group in any time period, click on the median bar in the chart for that time period to drill down.

You can also use the 'Download Chart' button to export the chart as a graphic.


​Customize the peer group

You may wish to add or remove companies from the competitor group that Databook has created for a company.

To do this:

  1. Search for a company

  2. Select Financials > Metrics and Value Drivers > Metrics from the menu

  3. Add or remove companies from the 'Customize Competitor Group' box above the chart

The chart will automatically update for the new competitor group you have chosen. Your edited peer group will remain if you select other metrics for the same company.

Changes to the edited peer group will not be saved, however, if you navigate away from the Metrics page for the company.
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(More details in this article.)


​View company filings


It can be helpful to read a company's annual report or quarterly filings for a more detailed view.

To view company filings:

  1. Search for a company

  2. Select Key Developments > Filings from the menu

  3. Choose the company documents you wish to read

Filings are currently only available for companies that file reports in the US.
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