DIGITALE LÖSUNGEN

LeanVal Research Plattform

Aktienbewertung, Aktienauswahl, Aktienstrategien. Nutzen Sie unsere Plattform in der aktuellen turbulenten Börsenphase.

DR. MICHAEL HEISE ON GLOBAL ECONOMICS

Waren die Russland-Sanktionen ein Fehler?

Mit der monatlichen Publikation “Dr. Michael Heise on Global Economics” greifen wir aktuelle Entwicklungen auf, die einen wesentlichen Einfluss auf die Wirtschaft und die Kapitalmärkte haben.

Die aktuelle Ausgabe stellt fest, dass die Ergebnisse der Russland-Sanktionen auf den ersten Blick ernüchternd sind. Ein Einlenken im Krieg gegen die Ukraine ist nicht einmal ansatzweise zu erkennen. Der Energiepreisschock hingegen hat die Volkswirtschaften in Europa schwer getroffen. Waren die Sanktionen ein Fehler?

AKTIENSTRATEGIEN

Aktien im Fokus "Sustainable Dividend"

Die Strategie “Sustainable Dividend” konzentriert sich auf Aktien mit der höchsten Dividendenrendite. Dabei wird auch berücksichtigt, ob ein Unternehmen in der Lage ist, hohe freie Cashflows zu generieren und ob dies auch in Zukunft der Fall sein wird. Dies ist ein wichtiger Indikator für das Potenzial für weitere Dividendensteigerungen.

AKTIENSTRATEGIEN

Aktien im Fokus "Multifaktor"

Die LeanVal-Multifaktorstrategie nutzt die fünf Faktoren Value, Quality, Stability, Growth und Momentum mit gleicher Gewichtung für die Aktienauswahl. Dies macht das Ergebnis robust gegenüber Ausreißern, da der Fokus auf einen Faktor allein über einen längeren Zeitraum kaum eine Outperformance gegenüber dem Markt erzielen kann.

LeanVal Aktien im Fokus Quality Value
AKTIENSTRATEGIEN

Aktien im Fokus "Quality Value"

Diese Strategie konzentriert sich auf Aktien, die in den Kategorien Value und Quality besonders gute Werte aufweisen. Diese Unternehmen zeichnen sich durch starke Fundamentaldaten, ein stabiles und etabliertes Geschäftsmodell sowie eine vergleichsweise günstige Bewertung an der Börse aus.

ACADEMIC PAPER

Bewertung von Banken – Der Income Approach

Das Academic Paper “Bewertung von Banken – Der Income Approach” von LeanVal Research geht auf die Besonderheiten der Bilanzierung von Banken ein und stellt einige Modelle zur Bewertung von Finanzinstituten vor.

LeanVal Research stands for in-depth, independent, fundamental analysis.

As specialists in accounting and company valuation, we place a special focus on the risk evaluation of the business areas, the determination of value drivers and the competition analysis. The stringent analysis and valuation approach, based on the ROIC valuation (“Return on Invested Capital”), is supported by our proprietary software with elements of artificial intelligence.

Thanks to our extensive industry and branch know-how, we have a high level of competence in the analysis of individual companies or entire portfolios. At the customer’s request, certain companies or industries can be evaluated exclusively. The customers of our buy-side research are family offices, asset management companies, asset managers and foundations. In addition, we advise companies outside the financial sector on corporate valuation issues.

LeanVal Research Platform

LeanVal platform

The research platform offers fundamental equity analysis with relative assessment and absolute valuation for approx. 600 European and approx. 500 US equities. Our goal is an above-average high quality of the data, both for historical and forecast annual financial statements. With the data, selection strategies for stocks can be designed quickly and easily and historically tested. In addition, LeanVal creates its own equity strategies.

Equity analysis
Equity analysis

In addition to an overview of the most important stock indices, the equity analyses include the equity snapshot with the ValueXplorer, the equity filter and research reports on individual stocks.

Equity strategies
Equity strategies

Here you will find our active equity strategies and a range of themed stocks. You can create your stock lists or use the screener to create and test your own strategies.

Market analyses
Equity selection

The ROIC approach uses a bottom-up process to draw conclusions about the attractiveness of individual countries and industries. Here they also receive analyses on specific megatrends.

Global Economics
Global Economics

With the publication series “Dr. Michael Heise on Global Economics” we address current developments that have a significant impact on the economy and capital markets.

Our philosophy

Profit is not always success

A one-sided look at the profits of a company does not allow any conclusions to be drawn about the performance of a company.

Advantages of the ROIC process

Our proprietary evaluation and analysis approach based on the ROIC allows the added value and thus the real success of a company to be determined.

LeanVal Equity Strategies

Factor-based investing has gained prominence in institutional investor portfolios. LeanVal provides figures for smart beta investors.

The pricing models

Try now for 14 days free of charge.
After the test phase, the minimum term is 12 months and is then extended by three months. The notice period is one month.

Private
Investors

BASIC

Entry-level version
in our research platform
39 per month (including VAT)
  • ONE LICENSE
  • LeanVal Economics
  • Assessment of equity markets
  • Equity research
    EU equities
    Absolute valuation
    Relative assessment
    Research publications

  • Equity strategies
    LeanVal Multifactor
    LeanVal Sustainable Dividend
    Leanval Quality Value
    Leanval Growth Momentum
  • Own watchlists







Institutional
Investors

GOLD

Full functionality of the platform
with Equity Screener and Value Explorer
300 per month (plus VAT)
  • TWO LICENSES
  • LeanVal Economics
  • Assessment of equity markets
  • Equity research
    EU & US equities
    Absolute valuation
    Relative assessment
    Research publications
    ValueXplorer
  • Equity strategies
    LeanVal Multifactor
    LeanVal Sustainable Dividend
    Leanval Quality Value
    Leanval Growth Momentum
  • Own watchlists
  • Equity screener & backtest




Institutional
Investors

PLATINUM

All functions of the research platform
and personal support
1500 per month (plus VAT)
  • TWO LICENSES
  • LeanVal Economics
  • Assessment of equity markets
  • Equity research
    EU & US equities
    Absolute valuation
    Relative assessment
    Research publications
    ValueXplorer
  • Equity strategies
    LeanVal Multifactor
    LeanVal Sustainable Dividend
    Leanval Quality Value
    Leanval Growth Momentum
  • Own watchlists
  • Equity screener & backtest
  • Access to analysts
    5 hours per month

The range of services is based on your work profile

Equity Analyst

The main focus of your tasks is on business valuation. You are interested in the detailed figures or would like to evaluate companies with your own assumptions. Our platform offers you the following services:

1. Valuation with the LeanVal approach: We use the high data quality to calculate price targets with an adjusted ROIC method.

2. Valuation with the LeanVal Value Explorer: For your individual company valuation with your forecasts and growth scenarios, a three-stage ROIC valuation model is available.

Investment Manager / Smart Beta Investor

In your company you are responsible for the selection of equities or the design of investment processes. You have an idea of your investment philosophy and are looking for a platform to implement your ideas quickly and easily. Your tools at LeanVal:

1. Equity screener

  • LeanVal Smart Beta Strategies
  • Selected Guru Strategies
  • Configuration of individual selection strategies


2. Backtesting function

  • Historical since the beginning of 2014
  • Rebalancing annually, quarterly or monthly
  • Reconciliation of performance development of long, neutral and short portfolio

Family Officer / Client Relationship Manager

Your customers or yourself hold a stock portfolio that you want to analyze and monitor with the platform. For new ideas, call on LeanVal’s expertise. These functions of the platform are particularly interesting for you:

1. LeanVal sample strategies

  • LeanVal Smart Beta Strategies
  • Guru strategies
  • Single-style strategies


2. Your individual strategies

  • Analysis and valuation of selected equities
  • Upload function of the own universe


The LeanVal equity screener

The LeanVal Screener is unique in its form and enables professional investors to use it in a variety of ways when selecting equities or managing a stock portfolio.

High data quality

The underlying figures are continuously evaluated by our analyzes with the help of artificial intelligence.

Historical back calculation

The backtest is calculated for six years with monthly, quarterly or annual rebalancing.

Scientific background

Strong focus on the conception of smart beta strategies or on long and short portfolios.

individuality

In addition to predefined strategies, any configuration of key figures can be tested.

High speed

Although several millions of data sets are processed, the calculation of the results only takes a few seconds.

In-depth analysis

We use different key figures for different industries so that you don't compare "apples with oranges".

sustainability

The results can be restricted to equities with high sustainability standards.

Easy handling

We are looking for a compromise between complex material and a simple user interface.

No investment advice

Our asset management is at your disposal for advice or implementation options for the screening results.

Twitter

@LeanVal_Invest

LinkedIn

LeanVal Invest