Company Valuation and Strategy Research

The Company Research service is designed for professionals in investor and buy side, investment banking and the oil and gas industries to enable confident business decision making.

With over 60 years of experience in the energy field, IHS Herold research and analysis are unrivalled. IHS Herold Company Research enables you to:

• Analyze regional plays and the significant companies involved as well as resource potential through regional play assessments(RPAs)
• Conduct unbiased company assessments
• Receive an objective valuation of the world's leading publicly traded oil and gas companies
• Analyze the upstream strategy and monitor the performance of the world's leading E&P companies
• Benchmark performance for more than 10 peer groups
• Understand the impact of news and events on the energy industry

Company Valuation Analysis provides clients with critical independent valuations and insight into the world's leading energy companies. Our process uses a consistent bottom-up methodology to ensure comparability among peers and over time.

Herold Company Analysis Reports: The IHS Herold flagship deliverable introduced in 1948, these reports provide in-depth net asset valuations and analyses on the world's leading publicly-traded oil companies. Beginning with regional upstream asset valuations, IHS Herold analyzes and values each segment of a company's operations to arrive at the company's appraised net worth.

Company Updates: Provide key insight and timely analysis on major news events and the impact on valuation, performance and strategy of a company. 

10-year Historical Valuation: A 10-year view of Herold's valuation, including annotations of key company events and factors to valuation change and a graphical representation of the company's value components.

Herold Energy Investment Outlook: Weekly investment-focused commentary and analysis from IHS Herold's senior analysts

Annual Investment Guide "Santa’s Gift Bag": Herold's investment picks of highest-rated undervalued oils for the next year and beyond.

With extensive competitor analysis and insight into a number of peer groups that define the industry, our reports cover topics ranging from company benchmarking, acquisition targeting and the latest industry trends. The basis for our peer groups is reserve size, however, we also offer an assortment of uniquely configured peer groups as well.

Peer Group Tables: These reports examine some of the key annual operational and financial figures for the standard IHS Herold peer groups, based on reserve size or business strategy.  

Peer Group Valuations Reports: Incorporates IHS Herold valuation analysis to identify the top performers in the peer group.  Identifies which companies have created the most shareholder value over time and which will continue to do so. 

Topical Peer Group Reports and Tables: Focuses on a relevant event or strategy change that affects a particular group of companies. Examines the impact on the industry and which companies are best positioned to take advantage of new opportunities.

As the pioneer of reserve replacement cost analysis, IHS Herold has an unparalleled history in assessing the industry's operational performance. The Global Upstream Performance Analysis employs decades of expertise in analyzing individual company results and provides the foundation for analyzing global upstream performance.

Global Upstream Performance Review: IHS Herold Global Upstream Performance Review provides clients with an in-depth annual review of worldwide and regional industry results and individual company performance for approximately 200 publicly-traded oil and gas companies. The study also includes additional coverage on peer group results and forward-looking commentary on regional capital spending and oil and gas reserves trends.

Top 50 US Company Review: Provides an early indicator of the industry's performance in the United States based on the largest 50 oil and gas producers in the country. This study reviews capital spending, oil and gas reserves, replacement costs and rates and operational performance for the industry and individual companies in the United States.

Quarterly E&P CAPEX Review: Reviews capital spending trends in the industry based on 110 publicly-traded companies. This study reviews current and forecasted capital spending and includes analyst commentary about trends in the industry and by peer group. 

Comprehensive and detailed competitor analysis and insight focused on the worldwide E&P sector. Our service covers topics ranging from corporate strategy, business sector analysis, current trends and company benchmarking.

Strategic Evaluation: Comprehensive annual reports prepared for significant energy companies. The report evaluates a company's upstream strategic goals, strengths and weaknesses and provides a forward-looking, in-depth view of how a company achieves position to meet its stated targets.

Upstream Profiles: Annual presentation-style reports providing a snapshot of a company's upstream business and consisting of three components: recent performance, development project portfolio and peer comparisons.

Oil and Gas Industry: Insight and discussion of the implications of key industry trends and events in the oil and gas market, including sector, supply and demand, pricing and event-specific analysis.

• Herold Oil and Gas Perspectives: A weekly look at the oil and gas industry, providing clients with a clear perspective on current trends.
  
• Global Statistical Review: A comprehensive review of industry trends for the quarter, including M&A, storage levels, rig counts, demand, commodity prices and other important metrics.
  
• Sector Market Performance Reports: Overview of the oil and gas universe, by sector, to determine how companies performed individually as well as the success of each within its peer group.
  
• Special Studies: In-depth studies on sector trends, macro views and impacts of specific events on the industry as a whole.
  

Alternative Energy Industry: Company-focused insights into the evolving alternative energy industry segmented by seven key technologies.

• Transaction Alerts and Reviews: Analysis on all significant transactions within 7 key alternative energy sectors.
  
• Perspectives: Insightful weekly commentary and analysis on key industry developments and topics.
  
• Comparable Transaction Valuations: Valuations of alternative energy assets on the market, based on comparable transactions.
  
• Comparative Peer Group Analyses: Annual performance evaluations comparing key metrics.

As part of the overall Company Research service, clients have access to a number of quantitative online tools and databases that enable the assessment of operational and financial results.

Financial and Operational Database

• Provides 24-hour access to over 1000 financial and operational statistical performance metrics calculated using a consistent methodology on a regional and worldwide basis for more than 400 publicly-traded energy companies. This tool includes up to 18 years of historical information for each active company.

Peer Group Wizard

• A powerful tool that facilitates the creation of customized peer group reports based on information housed in our financial and operational database.

Global Projects Database

• Comprised of cost, reserve and production data for worldwide fields with estimated recoverable reserves greater than 25 MMboe. The database supports multiple workflows including screening, Production analysis, competitor activity, planning, mergers and acquisitions, company analysis and forecasting. Comprehensive resource for over 1,200 oil and gas projects in various stages of development.

Global Private Oil Company Database

• Corporate, operational and financial information on over 1,700 privately held companies.

Company, Country and Regional Snapshots

• Up-to-date aerial views of our research and analysis available by company, by country or by region.

Herold Oil Headliner

• Daily newsletter focused on significant energy industry news and statistics