Solution

Peer Comparison & Benchmarking Intelligence

For credit analysts, deal teams, and strategy groups: a normalized peer comparison where every figure traces back to the filing it came from.

Annual reports10-KsEarnings releasesInvestor presentationsRating reports
100% of figures cited to the source pageSame method for every peer set, every quarterAnalyst sign-off gates the final pack

The problem

Why this exists

Rekeying

Analysts working as data entry

Most of a benchmarking exercise is copying numbers out of PDFs into a spreadsheet, one peer at a time.

Apples to oranges

Every company reports differently

Formats, definitions, and disclosure depth all vary — so 'comparable' metrics quietly aren't.

Every quarter

The work starts over

A new peer, a new period, a new reporting format — and the comparison rebuilds from zero instead of updating.

The product, not a promise

A peer set you can interrogate

Peer Comparison & Benchmarking Intelligence — workspace
Metrics normalized across the peer groupone definition eachcited
Period-over-period trend per companynumbers and narrativecited
Deviation from the peer medianoutliers surfacedcited
Citation on every figuresource page linkedcited
Conflicting segment disclosure across two filings — analyst reviewverify
HUMAN-APPROVED BEFORE IT POSTS

How it works

File in. Answer out.

  1. 1

    Collect

    Pull annual reports, filings, earnings releases, and investor materials for the full peer set.

  2. 2

    Normalize

    Extract metrics and disclosures into one consistent structure, whatever each company's reporting format.

  3. 3

    Compare

    Line up performance, trends, and narrative differences across the peer group.

  4. 4

    Report

    Deliver a benchmarking pack where every number traces back to the page it came from.

Who it's for

Built for the people who own the outcome

Credit / research analyst

Interprets the peer set instead of assembling it.

  • Filings, decks, and rating reports extracted into one structure
  • Every figure carries its source page — no orphan numbers
  • Quarter turns update the comparison instead of restarting it

Head of credit / deal lead

Positions every obligor and target against its peers, honestly.

  • Deviations from the peer group flagged, with the disclosure behind them
  • A target's story tested against companies that already published theirs
  • The same method every run, so trends across quarters mean something

Model risk & audit

A benchmark that answers 'where did that number come from.'

  • Every normalization step logged and repeatable
  • Conflicting disclosures flagged for the analyst, never silently averaged
  • Human sign-off recorded before the pack ships
Commercial bankingCorporate creditPrivate equityEquity researchRating & risk teamsCorporate strategy
100%figures cited to the source page
Cross-formatfilings, decks, spreadsheets, web data
Repeatablesame method for every peer set
Human-approvedanalyst signs off before it ships

Peer comparison sounds simple until you do it at scale. Every company reports differently — different formats, different definitions, different levels of disclosure — and the analyst assembling the comparison spends most of the time re-keying numbers from PDFs instead of interpreting them. When the peer set grows or the quarter turns, the work starts over.

Benchmarking as a repeatable process

Botminds collects the raw material for the full peer set — annual reports, regulatory filings, earnings releases, investor presentations, rating reports — in whatever format it arrives, scanned or digital. Metrics, disclosures, and management commentary are extracted into one normalized structure, so revenue is revenue and coverage is coverage across every company in the set.

From that base, the comparison is mechanical rather than heroic: line up performance across the group, track how each company’s metrics and narrative shift period over period, and flag where a borrower or target deviates from its peers. Credit and risk teams use the same peer view to position an obligor within its industry; deal teams use it to test a target’s story against companies that have already published theirs. The method is identical every time it runs, which makes quarter-over-quarter comparisons honest.

Numbers you can defend

A benchmark that ends up in a credit memo or an investment committee paper has to survive the question “where did that number come from.” Here the answer is built in: every extracted figure links to the exact source page, every normalization step is logged, and conflicting disclosures are flagged for the analyst instead of silently averaged. Human review gates the final pack. The output is decision-ready intelligence with its evidence attached — regulator-ready by construction.

Objections, answered

What teams ask us first

How do I trust a number extracted from a dense filing?

Every extracted figure links to the exact source page, so checking it takes one click. Conflicting disclosures are flagged for the analyst rather than silently averaged, and the pack ships only after human sign-off.

Can it use our metric definitions and peer sets?

Yes. Your definitions drive the normalization — how you compute leverage, coverage, or margin — and your peer sets are saved and rerun each period, so the comparison stays consistent with your house methodology.

Will this survive audit and regulatory review?

The evidence is attached by construction: citations on every figure, a log of every normalization step, and a recorded approval. The platform is ISO 27001 and SOC 2 certified, deployable in your cloud or on-prem.

How long to a first benchmarking pack?

Weeks. Setup is defining your metrics and loading the peer set's documents; the first pack is produced during onboarding, on your own companies.

Bring your hardest peer set.

Watch a stack of annual reports become one normalized comparison — every figure cited — during the session.

Request a demo