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Pandemic Impact Portfolio Analysis

A holistic portfolio approach to pandemic impact risk/reward analysis.

Our portfolio analysis includes individual company analysis plus a comparative analysis of each company’s key pandemic-relevant data findings within a positive and negative overview framework. We also develop a risk and valuation profile to facilitate comparative analysis, across different industries.

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Are There Hidden Risks in Your Portfolio?

“Significant questions for investors today are: do standard metrics measure the pandemic effect on portfolio risk, and what happens when the markets begin valuing companies based on earnings once again.”

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Every Portfolio Analysis Includes a 15 Page Pandemic Impact Research Report on Each Equity and Convertible Holding, Plus:

Portfolio Holdings Review

A full Pandemic Impact analysis and research report is completed for each equity position, or underlying equity in the case of preferred shares or convertible securities. 

This includes pandemic impact factor screening and scoring, financial stress test reviews, and a cash flow stress test.  Within the portfolio analysis each company is summarized with its most pertinent positive and negative takeaways.

Pandemic Relevant Data Review

An analysis and review of an assortment of data findings for the portfolio is tabulated, utilizing commonly used financial ratios as well as novel scoring and rating systems (as originally devised at NXTanalytic), and presented to create a visual summary designed to provide the user a fast take on the effects of pandemic impact factors, key financial ratios, and how a reduction in cash flow could affect each company.

Company Risk/Valuation Review

Additional financial ratios are introduced to generate a risk/valuation profile for each company, where the definition of risk in this case refers to the basic viability of a given business and whether or not that company is able to make sufficient sales and generate sufficient revenues to cover its operational expenses (at worst) and turn a profit (at best).

The accompanying chart plots each company via the x-axis (‘Net Debt to EBITDA’) and y-axis (‘EV to EBITDA’), in reference to the respective values as per the table above. It is also segmented into labelled quadrants, serving to broadly differentiate the extremes of both risk and valuation in conjunction to allow for more incisive comparative analysis and discussion as a result.

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Includes:

20 page Pandemic Impact Portfolio Analysis Report  

15 page Pandemic Impact Research Reports on every equity and convertible holding.

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Commentary, Analysis and Opinion

Every report includes substantial portfolio level commentary, opinion and analysis designed to provide investors with conclusions and actionable information regarding overall pandemic impact, portfolio leverage profile, stress test profiles, valuations vs risk metrics overviews, industry weighting vs leverage and stress tests and much more.

Example Pandemic Impact Portfolio Analysis