Financial Performance Scorecard Second Quarter 2003: Continued Strength Teamed With Remarkable Leverage
The current recovery of the Information Content (IC) Industry has leverageand legs. The Outsell 100SM set of publicly traded information-focusedcompanies has now enjoyed five consecutive quarters of revenue gains,growing at a 5.3 percent rate compared to second quarter 2002. Theperformance of a portfolio of the Outsell 100 Top 30 companies has beatenall major stock indices in the first half of 2003. Composite performancerankings (which measure percentage revenue growth, operating income margin,cash to revenue ratio, and adjusted market capital per revenue ratio) showYahoo! moving into the number one position, ahead of Apollo Group; AskJeeves; Fair, Isaac; and Corporate Executive Board. Bottom five losersinclude Hyperfeed, RWD Technologies, GP Strategies, Comtex, and FranklinCovey. For the IC Industry, the Performance Scorecard is an invaluablefinancial benchmark. For the financial and investment community, it is apowerful tool for evaluating portfolio firms in the context of their peersand overall industry.
