Default Companies—or Peers—are other businesses, usually within your industry or competitive landscape, that you add to your Numero dashboard for benchmarking purposes.
These peers can include direct competitors, aspirational companies, or industry leaders.
Numero pulls key financial and operational metrics for these peers, giving you easy access to a treasure trove of comparative data, such as:
Revenue and growth trends
Operating margins
Capital structure metrics
Valuation multiples
By setting them up as your default peers, you save time and ensure every benchmarking report you generate has the context you need, automatically.
Steps to Add Default Peer Companies
1. Access the Organization Settings
On the left-hand navigation menu, select the Settings icon (bottom left).
Under the Settings section, click on Organization to access the configuration panel.
2. Add Default Companies (Peers)
Look for the Default Companies section at the bottom of the page.
Input the tickers or names of the companies you want to benchmark against (e.g., AAPL, GOOGL, ADBE). You can choose:
Direct competitors to measure your competitive standing.
Industry leaders for aspirational benchmarks.
Peer companies of a similar size or market.
3. Save Your Changes
Once you’ve completed the setup:
Double-check the list of Default Companies to ensure accuracy.
Click the Save button to apply the changes.
The Benefits of Setting Up Default Companies (Peers) in Numero
Setting up Default Companies streamlines benchmarking, making comparisons smarter and faster with Global Search. Here’s how it works for you:
Default peers are preloaded into every search, ensuring seamless comparisons without manual selection.
The AI Chat allows for dynamic filtering of documents like earnings, 10-Ks, or 10-Qs, delivering peer-specific insights in seconds.
Retrieved documents come with embedded peer analysis, providing deep context on industry trends and competitor performance.
Conversations with AI Chat are enriched with peer benchmarks, making it easy to uncover growth gaps and opportunities.
With consistent benchmarking across all analyses, you save time while gaining actionable insights tailored to your market.