Issuer Direct Corporation Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis

April 2024 | 50 pages | ID: IE2A88C10D6BEN
BAC Reports

Abstracts

Issuer Direct Corporation Fundamental Company Report provides a complete overview of the company’s affairs. All available data is presented in a comprehensive and easily accessed format. The report includes financial and SWOT information, industry analysis, opinions, estimates, plus annual and quarterly forecasts made by stock market experts. The report also enables direct comparison to be made between Issuer Direct Corporation and its competitors. This provides our Clients with a clear understanding of Issuer Direct Corporation position in the Commercial Services and Supplies Industry.

• The report contains detailed information about Issuer Direct Corporation that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
• Another part of the report is a SWOT-analysis carried out for Issuer Direct Corporation. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
• The Issuer Direct Corporation financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
• In the part that describes Issuer Direct Corporation competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
• Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Issuer Direct Corporation business.

About Issuer Direct Corporation

Issuer Direct Corporation provides regulatory solutions for compliance professionals. The company's solutions help companies produce and distribute their financial and business communications both online and in print.

Products and Services

Compliance Reporting

As a full service compliance and regulatory filing agent, the company assists corporate issuers, funds, law firms, resellers, and individuals with all of their securities filing needs. Majority of the companies are required to file corporate documents to and with the Securities and Exchange Commission; including registration statements, annual reports, quarterly reports, prospectuses, information statements, material event filings, proxy statements, and ownership documents.

Additionally, the company involves in the production of xBRL (eXtensible Business Reporting Language) consulting, taxonomy mapping, and submissions. The company voluntarily reports its quarterly and annual financial statement in xBRL.

Transfer Agent Services

The company operate its transfer agent business under the brand Direct Transfer. Its shareholder services business provides an array of agency and registrar services beyond traditional transfer agents. By combining its online issuer portal technologies, corporate issuers and their constituents can manage, issue, monitor, communicate, and disseminate various facets of managing shareholder information. Corporate issuers have the ability to take advantage of the following: issue, manage and monitor corporate stock of the company online; print on demand digital certificate library; communicate with shareholders with the click of a mouse with e-Notify; setup, monitor and direct a annual meeting and proxy vote; warrant, escrow, and rights offerings; and corporate re-org services, including CUSIP, FINRA, and state filing needs.

Financial Printing and Fulfillment

As the financial printer in the Southeast, focused on corporate issuers, and mutual funds - the company has design, print, and fulfillment operations under one roof; giving compliance professionals the ability to meet regulatory deadlines and take advantage of its technology and on demand facilities to communicate their message with markets, shareholders and other vital constituents. The company produces an array of documents for various corporations, mutual fund companies, law firms, and investment banks.

The company’s Print-on-Demand and short run production encompass the essence of its iFUND fulfillment system and notice and access proxy options. The company’s Logistics and Fulfillment Services converge within its print and proxy business segments. The company operates as a fulfillment center of corporate financial related and proxy material. Through its strategic partnership with GlobalMail, its fulfillment operations can place shareholder requested materials into the mail system quicker than traditional methods. Additionally each piece of mail carries tracking identifiers that allow both its staff and issuer approved constituents to request delivery confirmation of time sensitive material.

Proxy Systems

The company’s Proxy system (iProxyDirect) is a technology platform that encompasses issuers, shareholders, banks, brokers, and vital constituents during the proxy process. iProxy is the voting platform where corporate issuers and mutual funds/administrators can setup, manage, communicate and monitor the entire proxy process from one online system. iProxy offers Notice & Access options, material on demand fulfillment, digital delivery, and secure document hosting and real-time voting.

News Wire Distribution

The company’s custom News wire distribution services meet all Securities and Exchange Commission (SEC) disclosure requirements by distributing news to various online sites, financial desktops, newspapers, reporters and wire services, through its strategic news dissemination partner. Releases are also archived and accessible through such services as Lexis-Nexis, Dow Jones News Retrieval, Factiva, and e-Notify.

e-Notify is its proprietary digital on demand system that can be added to any news wire service. Corporate issuers can choose from both an e-distribution and Print-on-Demand e-Notify campaign via its online portal technologies; at the same time a press release or earning release is created.

Customers

The company’s customers include various corporate issuers, law firms, mutual funds, individuals, and other institutions.

Significant Events

In June 2010, the company and EDGAR Online Inc. jointly announced that they have entered into a strategic alliance that calls for both parties to work together to deliver next -generation compliance and communications offerings based on XBRL (eXtensible Business Reporting Language) technology to the mutual fund marketplace through iFUND Direct.

The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.

Contents

RESEARCH METHODOLOGY

DISCLAIMER

1. ISSUER DIRECT CORPORATION COMPANY PROFILE

1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History

2. ISSUER DIRECT CORPORATION BUSINESS OVERVIEW

2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units

3. ISSUER DIRECT CORPORATION SWOT ANALYSIS

3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats

4. ISSUER DIRECT CORPORATION FINANCIAL ANALYSIS

4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot

5. ISSUER DIRECT CORPORATION COMPETITORS AND INDUSTRY ANALYSIS

5.1. Issuer Direct Corporation Direct Competitors
5.2. Comparison of Issuer Direct Corporation and Direct Competitors Financial Ratios
5.3. Comparison of Issuer Direct Corporation and Direct Competitors Stock Charts
5.4. Issuer Direct Corporation Industry Analysis
5.4.1. Commercial Services and Supplies Industry Snapshot
  5.4.2. Issuer Direct Corporation Industry Position Analysis

6. ISSUER DIRECT CORPORATION NEWS & EVENTS

6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events

7. ISSUER DIRECT CORPORATION EXPERTS REVIEW¹

7.1. Experts Consensus
7.2. Experts Revisions

8. ISSUER DIRECT CORPORATION ENHANCED SWOT ANALYSIS²

9. UNITED STATES PESTEL ANALYSIS²

9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors

10. ISSUER DIRECT CORPORATION IFE, EFE, IE MATRICES²

10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix

11. ISSUER DIRECT CORPORATION PORTER FIVE FORCES ANALYSIS²

12. ISSUER DIRECT CORPORATION VRIO ANALYSIS²

APPENDIX: RATIO DEFINITIONS

LIST OF FIGURES

Issuer Direct Corporation Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Issuer Direct Corporation 1-year Stock Charts
Issuer Direct Corporation 5-year Stock Charts
Issuer Direct Corporation vs. Main Indexes 1-year Stock Chart
Issuer Direct Corporation vs. Direct Competitors 1-year Stock Charts
Issuer Direct Corporation Article Density Chart

1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.

List Of Tables

LIST OF TABLES

Issuer Direct Corporation Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Issuer Direct Corporation Key Executives
Issuer Direct Corporation Major Shareholders
Issuer Direct Corporation History
Issuer Direct Corporation Products
Revenues by Segment
Revenues by Region
Issuer Direct Corporation Offices and Representations
Issuer Direct Corporation SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Issuer Direct Corporation Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Issuer Direct Corporation Capital Market Snapshot
Issuer Direct Corporation Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Commercial Services and Supplies Industry Statistics
Issuer Direct Corporation Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Issuer Direct Corporation Consensus Recommendations¹
Analyst Recommendation Summary¹
Price Target Summary¹
Experts Recommendation Trends¹
Revenue Estimates Analysis¹
Earnings Estimates Analysis¹
Historical Surprises¹
Revenue Estimates Trend¹
Earnings Estimates Trend¹
Revenue Revisions¹

ANALYSIS FEATURES

SWOT Analysis

SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.

Enhanced SWOT Analysis

Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:

• How to use the strengths to take advantage of the opportunities?
• How to use the strengths to reduce likelihood and impact of the threats?
• How to overcome the weaknesses that obstruct taking advantage of the opportunities?
• How to overcome the weaknesses that can make the threats a reality?

Upon answering these questions a company can develop a project plan to improve its business performance.

PESTEL Analysis

PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.

Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.

Key Factors Examined by PESTEL Analysis:

• Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
• Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
• Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
• Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
• Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
• Legal – What laws and legislation will exert influence on the style the business is carried out?

IFE, EFE, IE Matrices

The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.

The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.

The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.

Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.

Porter Five Forces Analysis

The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:

1. What composes a threat of substitute products and services?
2. Is there a threat of new competitors entering the market?
3. What is the intensity of competitive rivalry?
4. How big is the bargaining power of buyers?
5. How significant is the bargaining power of suppliers?

VRIO Analysis

VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:

• Tangible resources
  • Financial
  • Physical
  • Technological
  • Organizational
• Intangible resources
  • Human
  • Innovation and Creativity
  • Reputation
• Organizational capabilities

The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:

• Valuable?
• Rare?
• Costly to imitate?
• Organized properly?