Competitive market benchmark analysis (Excel) by miannaveed

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									<Company Name>
Competitive Market Benchmark Analysis for Financial Services
<Date>

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Line Items                                            <Company Name>                 <Competitor 1>        <Competitor 2>          <Competitor 3>         <Other>           Market Total
Annual revenue                                                      $1,625,000               $1,896,000             $1,767,000             $1,596,000         $3,000,000         $9,884,000
Market share                                                   16.44%                    19.18%                17.88%                  16.15%             30.35%
Total deposits                                                      $1,450,350               $2,456,780             $2,100,000               $956,000         $7,899,760        $14,862,890
Market share                                                   9.76%                     16.53%                14.13%                   6.43%             53.15%
Total securities                                                      $976,000               $1,345,000             $1,100,000               $782,000         $6,750,760        $10,953,760
Market share                                                   8.91%                     12.28%                10.04%                   7.14%             61.63%
Total loans                                                        $12,450,980              $25,000,000           $18,965,000             $11,456,980      $125,768,950        $193,641,910
Market share                                                   6.43%                     12.91%                 9.79%                   5.92%             64.95%
Total assets                                                       $24,567,890              $36,759,800           $25,760,000             $18,978,000      $118,345,000        $224,410,690
Market share                                                   10.95%                    16.38%                11.48%                   8.46%             52.74%
Earnings per share                                                       $1.20                    $1.43            N/A (Private)                $0.25


Market Ratio Comparisons                              <Company Name>                 <Competitor 1>        <Competitor 2>          <Competitor 3>         Average
Gross margin                                                      0.32                    0.25                  0.29                    0.38               0.31
Variance from average                                             0.01                   (0.06)                (0.02)                   0.07
Operating ratio                                                   0.24                    0.19                  0.23                    0.27               0.23
Variance from average                                             0.01                   (0.04)                (0.00)                   0.04
Return on assets                                                  0.16                    0.20                  0.18                    0.13               0.17
Variance from average                                            (0.01)                   0.03                  0.01                   (0.04)
Return on equity                                                  0.22                    0.26                  0.21                    0.18               0.22
Variance from average                                             0.00                    0.04                 (0.01)                  (0.04)
Credit loss                                                       0.04                    0.03                  0.03                    0.06               0.04
Variance from average                                            (0.00)                   0.01                  0.01                   (0.02)


Employee Statistics                                   <Company Name>                 <Competitor 1>        <Competitor 2>          <Competitor 3>         Average
Average number of employees                                        15                      16                    19                      22
Annual revenue per employee                                               $108,333              $118,500                $93,000                $72,545            $98,095
Variance from average                                                      $10,239               $20,405                ($5,095)              ($25,549)
Annual compensation per employee                                           $72,000               $80,000                $75,000                $60,000            $71,750
Variance from average                                                         $250                $8,250                 $3,250               ($11,750)
                       Market Share Breakdown—Annual Revenue




                                $1,596,000        $1,625,000                        <Company Name>

                                                                                    <Competitor 1>

                                $1,767,000        $1,896,000                        <Competitor 2>

                                                                                    <Competitor 3>




                                        Head Count

  <Competitor 3>


  <Competitor 2>


  <Competitor 1>


<Company Name>


                   0             5                    10               15             20             25
                             Number of Employees




                             Revenue per Employee


    $120,000

    $100,000

     $80,000

     $60,000

     $40,000

     $20,000

          $0
               <Company Name>        <Competitor 1>        <Competitor 2>   <Competitor 3>

								
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