Morningstar® Cost of Capital Resources Center
The Essentials for Valuing Companies in an Online Resource.
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 globally. Valuation experts, auditors, lawyers, analysts, and consultants can enhance their research process through immediate access to 162,000 current and historical PDF and Microsoft
® Excel
® reports covering over 400 industries and 10,000 U.S. companies. The Peer Group Builder tool creates tailored industry analysis based on the user’s choice of companies. Firms can license the resource’s modules individually or as a complete system.
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.
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Industry Analysis Reports - (Begin free trial - call 1-888-298-3647)
During the valuation process, professionals can quickly find trusted techniques and calculations in the CCRC. Its collection of industry reports explores U.S.-based industries by SIC code and includes:
- Analyses of over 400 industries per quarter, dating back to 2001, from the Ibbotson® Cost of Capital Yearbook.
- Five separate measures of cost of equity and weighted average cost of capital
- Detailed statistics for sales, profitability, capitalization, beta, multiples, ratios, industry returns, and capital structure
- Explanations of formulas used to calculate cost of capital
- Downloadable in PDF and Microsoft® Excel® formats
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Peer Group Builder - (Begin free trial - call 1-888-298-3647)
This easy-to-use tool helps valuation professionals help build a custom industry cost of capital. Users can assemble an appropriate peer group for more than 10,000 U.S.-based companies in multiple SIC codes, then generate resulting cost of capital calculations.
- Screen for companies with similar characteristics using data such as sales, net income, and price multiples
- Calculate the cost of capital for a custom group (including cost of equity, multiples, and betas)
- Refer to full documentation of reasoning and summaries of underlying calculations
- Save searches for future reference
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Beta Reports - (Begin free trial - call 1-888-298-3647)
A comprehensive set of calculated company betas is available through the CCRC. Searchable by company name or ticker, company beta reports include:
- Beta calculations for approximately 5,000 U.S. companies dating back to 2001
- Levered and unlevered betas, as well as those adjusted by peer group and industry average
- Fama-French three factor model inputs
- Explanations of calculation methodologies
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Ibbotson® SBBI® Valuation Essentials - (No Promotion at this Time)
Tapping Ibbotson’s legacy of capital markets data and analysis, 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
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International Cost of Capital Reports - (No Promotion at this Time)
For global analyses, the CCRC offers downloadable reports featuring cost of equity estimates and equity risk premia for countries around the world. The center includes current and historical versions of 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 16 countries
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This offer is brought to you by the AICPA FVS Membership Section and is exclusively available to FVS Section Members.