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Idea Generation

The way you find ideas is special. EDS makes it scalable.

Make your best ideas repeatable.

Make the most of the intelligence you access – search, aggregate, prioritize, rank, codify & analyze in one platform, across over 20,000 securities – 100% configurable, simple-to-use and integrates with both internal and external data.

Move excel and workflows into a centralized system for large productivity and insight gains – EDS makes your team 2-3X more productive. Improve collaboration and accountability across your entire team.

Back-test to determine the efficacy of the inputs that drive your decisions.

Measure your idea generation: EDS databases everything – every change, rank, input and decision you make for a feedback loop that improves conviction and makes sure the best ideas make it into the portfolio.

Collaborative dashboards that perform competitive & scenario analysis across multiple methodologies, instantly.
Integrated Data & Intelligence

Any data, any vendor, aggregated and optimized in a single pane of glass.

Systematic Workflows

Streamline your investment process into a scalable environment for greater productivity and repeatability.

Deep Analytics

An intelligent database that automatically tracks every change, input, and decision for more powerful analytics; highlight drivers of your performance.

Screening, Valuation, Competitive and Ownership Analytics

Any Data. Any Vendor. One EDS. EDS integrates all your intelligence into collaborative dashboards – internal data, fundamental data, external data and alternative data.

Compare internal estimates vs. consensus – track the accuracy of your projections.

Deep analytics – Whether you create price targets, DCF, IRRs and/or are forecasting valuation re-ratings, EDS provides purpose-built and flexible dashboards to help you improve your forecasting precision and confidence.

Statistical analytics instantly highlight the financial, factor and macro drivers of your ideas.

Precise modeling of valuation is critical to your success. Our Tear Sheet and Comp Sheet take you out of excel – saving time, reducing errors and improving forecasting accuracy.

Rigorous comparative analysis – historical, cross-sectional, relative, Pro-forma, etc.

Purpose-built analytics for better crowding analysis, earning previews, ownership, insider activity and short interest interpretation.

Decision-support that answers the questions that matter

What is the right metric to focus on: earnings, growth, margins, capital structure, etc.?

Has the move been a PE re-rating or revisions based?

Is increasing short-interest a relevant metric?

Who are the right “peers” and do our projections and multiples make sense?

Are our revisions in front of or behind consensus?

How much does a stock move around earnings vs. intra-quarter?

Leading Providers and Funds rely on EDS​

Our partners include Northern Trust, Factset and MSCI. Our customers include leading Hedge Funds & Asset Managers, including marquee Tiger Cubs, Citadel Spins, Point72 Alums, as well as Former Maverick, Viking & Bernstein Teams. All are available as references.

What our clients have to say about EDS

EDS is revolutionizing proactive, thoughtful investment managers looking to leverage technology as a scalable tailwind in their proprietary process, it is like Salesforce.com or ServiceNow for investors.
Jon Neitzell
Anduril Partners
With the EDS Platform, our deep fundamental process is centralized and measurable - like having our investment team together 24/7, making sure our portfolio always represents our best and highest conviction ideas.
Brian Gonick
CIO, Senvest Management
We are excited about the announcement between two of our trusted partners, Equity Data Science (EDS) and Northern Trust, EDS has helped us build additional insight into our investment process, while we have long valued Northern Trust’s support as we grow our business.
Brian Mann
Principal, Pzena Investments
MSCI Factor content, now available through the EDS Analytics Platform, can transform time-consuming tasks into readily available actionable insights.
John Regino
Executive Director, MSCI
No question. EDS has helped us create increased alpha and stronger discipline.
Steve Galbraith
Kindred Capital
EDS does many things, but for me, the valuation tools are amazing! Snapshot on key metrics for any company and its comps. Saves me hours of work each time I use it.
Barry Haimes
Sage Asset Management
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