Long/Short
Earnings Predictions
Track correlations between real consumer spending and visits at companies and reported metrics to predict earnings surprises with credit card data for investors..
Company Screening
Use spend data to sort any consumer facing company by topline, market share, and customer behavior based KPIs.
Performance Drivers
Get insight into companies’ revenue growth by concept, market, channel, and income level.
Macro Consumer Economy
See total and category spending trends online and in-store by geography.
Download case studyLong Only
Performance Drivers
Get insight into companies’ and industries’ revenue growth drivers by concept, market, channel, and income level.
Company Health
Develop in-depth view on customer acquisition, retention, lifetime value, share of wallet, and brand affinities vs competitors.
Test Investment Theses
Track how management’s strategy is impacting revenue growth and share.
Opportunity Identification
Use spend data to sort any consumer facing company by topline, market share, and customer behavior based KPIs.
Download case studyQuantitative Investors
Earnings Forecasting
Track real time consumer spending by company, mapped to hundreds of tickers and reported metrics to predict earnings surprises to triangulate revenue predictions. Powered by transaction data and refined with real analysts and Earnest AI Reported Metric Predictions.
Macroeconomic Modeling
Track total and category spending trends online and in-store by geography to see market-moving economic data weeks before it is released to the public.
Point-in-Time Comparisons
Access archived point-in-time data and extensive panel history documentation to put your backtest in context.
Download case studyVenture Capital
Source Deals Quickly
Screen and rank new companies and industries’ revenue growth, market share, total adoption, and retention.
Validate Pitch Decks
Conduct due diligence in real time using Earnest’s Dash platform to visualize the KPIs that matter, not just what is presented.
Track Macro Trends
Take advantage of market changes by seeing total and category level spending trends online and in-store by geography to see where consumers are moving their dollars.
Download case studyPrivate Equity
Conduct Due Diligence
Compare management’s figures with competitive trends as well as third party data benchmarks before acquisition.
Monitor Portfolios
Track progress towards operational goals like consumer health.
Source Opportunities
Screen and rank public and private companies revenue growth, market share, total adoption, and retention.
Forecast Markets & Comps
See a company or category’s growth to contextualize consumer spending and valuation-driving comp metrics.
Download case studyHealthcare
Earnings Predictions
Measure growth across procedures and infusion therapeutics, and track macro utilization trends derived from domestic medical claims.
Track Patient Journeys
See patient persistence, therapy switches, and concomitant therapies across medical and pharmacy claims.
Measure Drug Adoption
Quantify new entrants and label expansion with unblinded provider identities for superior longitudinal integrity.
Analyze Market Access
See pricing changed and reimbursements for based on domestic pharmacy claims.
Download case studyTrusted by the world's largest hedge funds & asset managers.
“Top notch and unique analysis! Data is often a limiting factor. So we want to make sure we have the best data out there to give us the timely figures to provide the best, most up to date picture we can.”
Thomas Bailey
Executive Director, Consumer Foods, Rabobank
“They add a lot more value than just the data. They actually have analysts keeping track of what might be skewing the data – it’s not just the numbers, it’s the context.”
Long/Short fund manager
“Earnest understands the buy-side workflow and how to incorporate its insights seamlessly into our investment process.”
Long/Short fund manager