Investors and equity analysts believe data and analytics will have a substantive and often dramatic impact in the next several years on the companies and sectors they cover. D&A will alter the competitive landscape—rewarding some companies and punishing others— especially in the longer term. “Across all industries, there’s no escaping it,” says a buy sider focused on the technology industry. In response, investors and analysts anticipate that companies’ strategic use of data and analytics will play a greater role in both investment decision making and valuation.
The topline findings of this study, based on input from more than 250 investors and sell-side analysts and developed in conjunction with Institutional Investor Research, include the following: