InSync Consensus®

Customizable near real-time granular dataset of sell-side estimates for 1,500+ comparable line items via API, Cloud, Datafeeds, and Excel Add-in

Build a faster understanding of an industry view and leverage relative analysis to extract actionable insights from sell-side models

  • Expanding coverage of 3,500+ global companies with consensus seamlessly standardized with historical line items
  • Granular consensus of financials and KPIs sourced directly from working sell-side models
  • 1,500+ Financial Line Items and KPIs updated in 4 hours
  • Near real-time consensus updates in 10 minutes based on sell-side revisions received
  • Independent firm with 15+ years of deep consensus expertise with entitlement-based access to 400+ research providers
  • Agreements in place with Research Providers globally to protect IP and facilitate model collection based on client entitlements

AI-powered Smart Updates

  • AI-powered fastest and accurate earnings and guidance update
    • Smart update of key data within minutes of earnings release
    • Actuals and variance (beat/miss vs. estimates, guidance) updated for key financials and KPIs within 15 minutes of earnings report
    • Incremental continuing updates of additional data when ready
  • Full earnings update scrubbed for 1x time items; proforma for acquisitions/divestments; re-segmentation
  • Earnings and Guidance data sourced directly from company filings, supplementals, investor presentations, earnings transcripts, etc.
  • All updates are customizable as per client system requirements

Consume Our Consensus Data via API, Cloud, Datafeed, and Excel Add-in

Sophisticated API Technology

Direct system data feed, and API to Excel from our secure server. API provides simple access to data. The key feature is its ease-of-use libraries in Python

Cloud-based Consensus UI - ISTARI

A smart and intuitive cloud-based SaaS platform to provide instant access to our fundamental data and products

Datafeeds

Receive our data directly into your data warehouse, enabling you to query and synthesize data using your preferred applications or internal systems

InSync Excel Add-in

InSync Excel Add-in allows you to seamlessly integrate Consensus data and sell-side models per broker entitlement(s) into your financial models. We provide one of the most stable Excel Add-ins backed by our smart data engineering

ISTARI - InSync Street Alpha & Research Intelligence
Our Smart and Intuitive Consensus® UI

A sophisticated cloud-based SaaS platform to provide instant access to our fundamental data and products

User-friendly wired template with every historical and consensus (entitlement-based) KPI of importance.

One-click near real-time earnings update.

ROIC, guidance, comps, credit ratios, valuation.

Models added upon request at no additional cost.

Automated Fundamental Models

Deepest dataset of near real-time mapped accurate consensus for 1,500+ comparable line items and KPIs sourced directly from working sell-side models (8Qs + 5 Annuals).

Access to 400+ entitlement-based research providers/brokers.

InSync Consensus

Access 10+ years of clean, comparable historical operating trends with five years of consensus across companies and industries.

Valuation comps with forward-trading multiples.

Historical forward multiples for 10+ years.

Operating & Trading Comps

Detailed guidance history sourced from company filings and transcripts.

Near real-time earnings variance of actuals reported vs. sell-side consensus vs. guidance for all major line items, including KPIs that matter.

Guidance & Earnings Variance

Tableau-based visual dashboards and displays, with UI flexibility in choosing comprehensive financial data, metrics, and brokers.

Search for KPIs/time series to identify trends.

Drag and drop features for viewing data via charts.

Flexible Visual Dashboards

Earnings calendar downloadable to clients' Outlook.

Centralized repository for source documents including filings, transcripts, and investor presentations.

Secure storage with easy upload/download for client models and projects.

Earnings Calendar & Source Documents