The Valuations window includes a financial data table and a market cap graph. The financial data table in the Valuations window provides instantaneous financial averages, profiling the closest publicly traded corporations within a specified industry, geographic area, organization size (e.g., revenue), and/or year (any year 2010 to the present).
The Comparables tab includes all data found in the Valuations tab, plus additional features. The Executive Compensation Assessor will only display one of the two tabs (Valuations or Comparables), depending on the edition used by the subscriber. Please contact ERI for more information about the various editions available in the Executive Compensation Assessor.
Note: Valuations data are is only available for areas in the United States and Canada. User-defined averages are not allowed in the Valuations tab.
To Change the Filing Year
Select "Latest" (the default) or a specific year in the drop-down menu next to Filing Year (see note below).
Please note: The year displayed will be the “Latest” unless a specific year is selected. When the “Latest” year is used, the year of data shown under the Valuations tab is set to the year of compensation data for that company's graph dot as shown in the Survey & Proxy Analyses tab — not the salary planning date. This provides consistency between the analyses performed on the Survey & Proxy Analyses tab and the Valuations tab. The "Latest" date displayed may vary by company since there is a slight lag in data collection and analysis, and companies may define the “end of the year” differently. When a specific year is selected instead of the “Latest,” then all companies will display the same year of data. When you change the Filing Year, the companies listed in the Valuations table do not change. It simply shows the selected year for those companies that are currently shown in the table. If you want to view a year other than the "Latest" for each company, select the year first and then update the revenue slider or industry.
To View the Market Cap Graph
Click the Market Cap Graph button.
To View Data Point Details
1.Click the Market Cap Graph button.
2.Place your cursor over a dot on the market cap graph to display the company name and market capitalization value.
To Filter the List of Companies in the Valuations Table
1.Select an industry using Browse Industries (under Adjustments to Compensation Analyses).
2.Adjust the minimum and maximum Total Revenue settings by sliding the grey and white bars, respectively, on the number line. (Please note: Organization size for most industries is defined in terms of annual Revenue. For some industries, the organization size is defined in terms of Assets, Fiscal Year Budget, or # of Employees. The Total Revenue slider will be labeled accordingly.)
3.Click the Add Criteria button to read definitions of the additional filters available: Total Assets, Net Income, Market Cap, Stockholder Equity, Stock Price, TSR 1 Year, TSR 3 Year, and EPS. Click Add to add one of these additional filter to the criteria list (up to three filters can be selected, in addition to the revenue slider). Click Cancel to exit the Add Criteria window without selecting an additional filter.
Please note: The list of companies displayed in the Valuations window includes those companies with an organization size (e.g., revenue) inside the limits set on the range slider (plus any other filters added via the Add Criteria button) and matches the comparables companies list displayed under Refine List in the Survey & Proxy Analyses screen. Changing the minimum or maximum organization size using the range slider only affects the number of companies in the list; it does not affect the organization size selected in the Salary Adjustments dialog or the dots displayed on the graph. Changing the organization size in Salary Adjustments impacts two things: (1) it modifies what is shown in the graph, and (2) it adjusts the range slider by setting the end points to 50% below and 50% above the organization size selected in Salary Adjustments. Changing the organization size in Salary Adjustments only affects the Valuations company list so far as it modifies the minimum and maximum settings in the revenue slider.
To Load the Proxy or 10-K for a Comparable Company
1.Click on the 
button in the Proxy or 10-K column for a selected company.
2.In the SEC Filing dialog, select a Filing Year.
3.Follow the Click to open proxy OR Click to open 10-K link to view the proxy or 10-K hosted at www.sec.gov.
To Load the Information Circular (Canada) or Annual Report (UK/Europe) for a Comparable Company
1.Click on the button in the Circular OR Report column for a selected company.
2.In the Download Source Document dialog, click on a Filing Year to save the selected form.
To Sort the Table
See Sort Table
To Delete One or More Table Rows
To Save the Table
See Save Table
To Export the Table
See Export to Excel
To Print
See Printing
"Market capitalization" is defined as, "the result of multiplying the number of outstanding shares by the price per share."
For more definitions of compensation terms, please see the Online Business Glossary.