Morningstar® Cost of Capital Resources Center 

    The Essential Online Resource for Valuing Companies  

    What is the Morningstar® Cost of Capital Resources Center?

    The Morningstar® Cost of Capital Resources Center (CCRC) consolidates extensive calculations and analysis in a searchable online resource that is based on methodologies and calculations created by Ibbotson®, one of the most trusted sources in cost of capital analysis. Valuation experts, auditors, lawyers, analysts, and consultants can enhance their research process through immediate access to over 160,000 current and historical PDF and Microsoft® Excel® reports covering over 400 industries and 10,000 U.S. companies. You can purchase the resource’s modules individually or as a complete suite.

    What do FVS Section members get?
    Call a Morningstar sales representative at 1-888-298-3647 and ask about the CCRC free trial on Industry Analysis, Beta, and Peer Group Builder modules (see below for module details).

    Subscribe and receive 20% off CCRC's retail price!

    How do you sign up for this exclusive FVS Section Member Benefit?

    The process is simple. This offer is only available to members of the AICPA FVS Membership Section. If you are already an FVS Section Member, simply call the the number above and begin your free trial.

    Not yet an FVS Section member and want access to this offer? Join the FVS Section today!

    What Can You Find in the Cost of Capital Resources Center?
     A sample industry analysis report Industry Analysis Reports - (Begin free trial - call 1-888-298-3647)

    The Industry Analysis module includes over 50 pure-play industry benchmark statistics of U.S. publicly traded companies going back every quarter to 2001. From cost of capital analytics and beta statistics to growth rates and valuation multiples, this module will provide you with the breadth of industry information to support your next project. The Industry Analysis Module allows you to: 
    • Compare cost of capital benchmarks
    • Analyze long-term performance measures with over 400 Industries at your fingertips
    • Apply industry valuation multiples
    • Download and customize each industry's tear sheets into your own model via Excel®

     A sample peer group builder report

    Peer Group Builder - (Begin free trial - call 1-888-298-3647)

    The Peer Group Builder tool allows you to perform tailored industry analysis based on your choice of companies. It allows you to:

    • Select an appropriate peer group from more than 10,000 U.S.-based companies in multiple SIC codes
    • Screen for companies with similar characteristics using data such as sales, net income, and price multiples 
    • Calculate the cost of capital for your custom group (including cost of equity, multiples, and betas)

    Sample beta report  Company Beta Reports - (Begin free trial - call 1-888-298-3647)

    The Company Betas Module contains company-specific statistics critical to calculating the cost of equity under the capital asset pricing model (CAPM) and the three-factor model described by Fama and French. This module allows you to: 
    • Quickly gain access to over 5,000 U.S. Companies dating back to 2001 by quarter
    • Apply multiple models in estimating cost of equity to triangulate a more precise result and add significance to the analysis
    • Learn all the details supporting each beta methodology

    Ibbotson SBBI Valuation Essentials

    Ibbotson® SBBI® Valuation Essentials - (No Promotion at this Time)

    These reports highlight the most widely used valuation information in the annual Ibbotson® SBBI® valuation reference, including:

    • Data and analysis from the Ibbotson® SBBI® Valuation Yearbook dating back to 1999
    • The "Key Variables in Estimating the Cost of Capital" page
    • Historical long-, intermediate-, and short-horizon equity risk premia
    • Historical mid-, low-, and micro-cap size premia
    • Explanation of valuation methodologies

    Sample International Cost of Capital report

    International Cost of Capital Reports - (No Promotion at this Time)

    For global analysis, the CCRC offers downloadable reports featuring cost of equity estimates and equity risk premia for countries around the world. CCRC includes current and historical versions of the following three reports:

    • Ibbotson® International Cost of Capital reports dating back to 1999, featuring up to six models for estimating cost of equity for more than 170 countries (from the perspective of a U.S.-based investor)
    • Ibbotson® International Cost of Capital Perspectives reports dating back to 2001, estimating cost of equity for more than 170 countries from the perspectives of investors in Australia, Canada, France, Germany, Japan, and the United Kingdom 
    • Ibbotson® International Equity Risk Premia reports dating back to 2000 offering historical equity risk premia for 28 countries


    This offer is brought to you by the AICPA FVS Membership Section and is exclusively available to FVS Section members.

    A A A

    Copyright © 2006-2014 American Institute of CPAs.