Analytics

EXA Finance Analytics
Corporate Finance Analytics unlocks the door to sophisticated corporate finance analysis. Supported by EXA Information Systems, EXA's product line is tailored for the financial institutions market. Investment banks, commercial banks and thrifts, investment managers, and law firms rely on EXA Model's patent-pending tools, including M&A accretion and dilution models, peer comparisons, branch mapping, five-year forecasting and budgeting, and much more.
From basic corporate finance to stock buybacks, from trust-preferred issuance to acquisitions, EXA makes financial analysis quick and easy. The system provides default assumptions and then offers myriad options to tailor metrics and assumptions. The EXA Merger Model also helps users prepare for board meetings and road shows, allowing them to produce professional-quality reports with just a few keystrokes.
Supported by a team of professionals with backgrounds in investment banking and finance, EXA is committed to delivering superior corporate finance solutions to the marketplace.

Superior Analytics

Capacity to Pay Analysis / M&A Modeling

• Evaluate financial institutions buying, selling or competing against other acquirers for potential partners
• Analyze different merger scenarios by varying merger assumptions and data inputs
• Compare up to 50 merger scenarios in one concise report
• Tailor graphical or tabular reports, displaying key ratios, balance sheets and income statements for the pro-forma company
• Credit card receivablesExport entire model, including formulas and calculations, into Microsoft Excel

Peer Analysis

• Select from over 45 metrics and view results in graphical and tabular formats
• Compare company's current and historical performance to that of peers
• Select peer groups using EXA algorithms or user-defined metrics
• Present analysis in annual report or quarterly report format

Branch Mapping and Deposit Information

• Leverage a database of 120,000 branches to view a single company's branch network or map a hypothetical merger
• Overlay the branch networks of multiple companies simultaneously with full zoom and dynamic scaling functionality
• Search for and plot competitor branches in specific markets
• Overlay demographic data, including population density, median property value and urban area information
• Perform county-by-county comparison of company branch information versus that of competitors
• HHI Analysis: Estimate branch divestitures necessary for a merger or acquisition to meet antitrust regulations

Projected Earnings Model

• Build a five-year projected earnings model based on a full balance sheet and income statement
• Modify growth and yield assumptions and assumptions affecting operating ratios, capital management and share items
• Create models to implement a share repurchase program, execute an expense management scenario, carry out a wholesale leverage transaction, or raise trust-preferred mezzanine capital
• Customize a company's raw financial data for use in projected earnings

Present Value Analysis

• Derive the theoretical value of a public or private company, setting assumptions for earnings growth, discount rate and trading multiple
• Find a company's value given a desired internal rate of return (IRR)
• Conduct sensitivity analysis, using data tables to evaluate how a company's value changes if different multiple assumptions are used
  

Valuation of Merger Targets

• Merger Multiples: Learn what acquirers have been paying
• Imputed Valuation: Find a company's value based on merger multiples and financial metrics

Custom Reports

• Generate a custom PDF-format presentation book
• Create a table of contents and select sections to include from a suite of analytical tools

Use the scheduling function to have your report run on a given date or at a specific interval (daily, weekly, monthly, quarterly, etc.)

EXA Investor Analytics
EXA Analytics is a unique stock-idea-generation utility for sophisticated investors. Investor Analytics helps investors make better investment decisions by combining powerful analytical tools, an intuitive Flash technology-based user interface, and the highest-quality and most reliable data available on banks and thrifts in one application.

The EXA suite includes (1) a Selection Tool, (2) a Valuation Tool and (3) a Stock Ranking Tool.

With Selection Tool, search for banks and thrifts that fit a set of criteria, such as market capitalization, geographic location, financial performance, and many other industry benchmarks.

Valuation Tool provides both price/earnings and price/book based valuations. It's built on an SNL stock valuation model that allows users to value banks and thrifts based upon a set of 16 different user-specified metrics, such as changes in net interest margin, asset growth or pricing multiples. The outputs are compared to the market price of the relevant bank or thrift, and percentage differences between the implied valuation and the market price of a bank or thrift are calculated and displayed.

Stock Ranking Tool runs the EXA valuation model from Valuation Tool using a set of user-defined global assumptions against all of the stocks in the bank and thrift industry.

Stock Ranking Tool then ranks the differences between the implied valuations and the market prices for the stocks. Users may then filter this ranked list based upon implied valuations (e.g. undervalued versus overvalued stocks), market capitalization, geographic region and/or valuation model type. Users may create a "custom list" of stocks to value using the Ranking Tool as well.