Beta Factors

The smart Engine for Beta Factor Analysis.

Move beyond static industry averages. Build dynamic peer groups, customize regression parameters, and calculate audit-proof levered & unlevered betas in seconds.

Daily valuation date since 2010 with flexible time periods

Complete transparency of all raw data and calculation methods

Multiple professional setting options for precise results

Court-compliant documentation for appraisers and auditors

32,000 stocks from 100 capital markets with 15 years of history

Strat Free Trial

Pain-Points

Stop Guessing. Start Analyzing.

Traditional beta databases are black boxes. smartZebra gives you full control. We provide the raw data, the regression logic, and the transparency you need to defend your cost of capital assumptions against any auditor.

Customizable

Complete Control Over Your Risk Analysis.

The smartZebra database provides a comprehensive, independent solution for all your valuation projects. With customizable parameters, you receive up-to-date and methodologically sound cost of capital — fully documented and ready for immediate use in your valuation reports.

Verified Data

Stock prices sourced directly from major global exchanges.

Dynamic Peers

AI-assisted selection based on business model & size.

Custom Regression

Switch between 2y/weekly and 5y/monthly instantly.

Full Traceability

Drill down from the beta value to the raw price data.

Instant Export

One-click Excel and PDF reports for your files.

Actions

Essential for Every Valuation.

Reliable beta factors are the cornerstone of:

Business Valuations (IDW S 1)

Purchase Price Allocations (PPA)

Impairment Testing (IAS 36)

Fairness Opinions

Value-Based Management

M&A-Transactions

Beta Factors in 3 Simple Steps.

From peer group search to finished documentation – quickly and in compliance with standards determine reliable beta factors for your evaluation projects.

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Step 1

Define Peers and Parameters.

Use our smart search to find comparable companies or industries.

Step 2

Apply Quality Filters.

Set your reference index (e.g., MSCI World) and frequency. Exclude outliers and missleading data.

Step 3

Calculate & Export.

Get instant Levered, Unlevered, and Re-levered betas.

Detailed Statistical Diagnostics.

Don't rely on black-box numbers. Validate the quality of every regression with comprehensive statistical metrics available at a glance.

Your Options

Regression Quality
Time Period Selection
Reference Index Choice
Blume’s Adjustment
Significance Testing
Currency Consistency
Outlier Detection
Observation Count

Features

Flexible Methodologies for Any Valuation Case

Whether you need granular, company-specific peer groups or broad industry benchmarks, smartZebra adapts to your specific valuation approach.

Features

Tailor-Made Peer Groups.

Smart Filtering: Filter global stocks by revenue, EBITDA, region, and sector.
Drag & Drop: Add or remove companies from your peer list in real-time.
Weighting: Apply market-cap or equal weighting to your peer group average.

Features

Global Industry Betas.

Sector Classification: Data organized by Standard Industrial Classification (SIC).
Regional Focus: Filter industries by North America, Europe, APAC, or Global.
Trend Analysis: View how industry risk has evolved over the last 15 years.

Advantages

Why Switch to smartZebra for Beta Analysis?

Switch from 5-year to 2-year regressions in one click to see impact. Unlevering using actual company-specific debt/equity ratios and tax rates. Methodologies fully aligned with international valuation standards.

User-Friendly Dashboard
Real-Time Analytics
Collaboration Tools

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The smart Engine for Beta Factor Analysis.

Trusted by Valuation and Transfer-Pricing Experts Worldwide

Stop Guessing. Start Analyzing.

Complete Control Over Your Risk Analysis.

Verified Data

Dynamic Peers

Custom Regression

Full Traceability

Instant Export

Essential for Every Valuation.

Beta Factors in 3 Simple Steps.

Define Peers and Parameters.

Apply Quality Filters.

Calculate & Export.

Detailed Statistical Diagnostics.

Your Options

Flexible Methodologies for Any Valuation Case

Tailor-Made Peer Groups.

Global Industry Betas.

Why Switch to smartZebra for Beta Analysis?

Book an Individual Demo Today.