Ten reasons to Use Bloomberg Templates for Company Analysis

In a recent post, we described Country Risk Assessment, the Bloomberg Excel Template that calculates country risk for 60 countries based on 25 financial, economic and political risk factors. This Template (XCRA) allows you to change the default risk settings and calculate country risk based on weights that you choose. This is just one of hundreds of Excel templates available in Bloomberg.

To search or browse for Bloomberg Templates by subject or keyword, type XLTP <GO>.

To access a specific Template, type XLTP followed by the code for the specific Template. For example, for the Template giving comparable valuation analysis, type:
XLTP XCVA <GO>. From the menu screen, click on OPEN to transfer the template to Excel. Below we give brief descriptions of ten templates that are useful for company analysis.

(1) XCVA – Comparable Valuation Analysis – side by side detailed analysis for multiple securities.

xcva ok

(2) XCSF – Company snapshot with financial analysis – provides company fundamentals, detailed earnings data, and peer group analysis.

(3) XIDA – In-depth company analysis – gives company fundamentals, estimates, and pricing data historically and in relation to peers.

(4) XBCS – Banks Comparison Sheet – compares a list of credit ratings, current market data, loan and capital details, profitability ratios, and asset quality.

(5) XIDF – In-depth finder – detailed view of financial statistics including profiles, ratios, capital structure, multiples, pensions, and segment analysis, annually, semi-annually, and quarterly. The screen below shows part of a Product and Geographic Segment analysis for ten years.

xidf ok

(6) XSCR – ESG scorecard – rank and score companies and portfolios on environmental, social and corporate governance metrics.

(7) XCEA – Broker Estimates – consensus estimates by broker by year.

(8) XNRG – Energy Company Snapshot – one page of detailed information for companies in the energy sector – fundamentals, production and reserves, drilling activity, and global supply and demand for oil and gas.

(9) XOWN – Company Holdings Summary – displays and charts company holdings.

Xown ok

(10) XECA –Executive Compensation – run and execute peer analysis and pay performance analysis based on performance metrics of your choice.

One caveat is that the Excel templates use formulas to extract data from the terminal onto the spreadsheet. This means that the templates only function properly on a Bloomberg terminal. On another computer you will see “N/A” in any cell that contained a formula. However, there is a workaround. After you create and customize a template, copy and paste all of the data as “values” into a new sheet. This will allow you to view the data on your personal computer and also keep the formulas active in case you need to come back to the terminal to adjust your spreadsheet.

For more Bloomberg help features, take a look at our previous post Help! Help Help!! and CHEAT and our Bloomberg Help Guide.

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