Note: Revenues for privately held companies are statistical evaluations.
Private Ocean's annual revenues are $10-$50 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry.
Note: Private Ocean's revenues are gauged from an analysis of company filings.
Private Ocean's Income Statement (based on Industry Averages)
$ Millions (Industry Average)
Private Ocean Revenue (Sales)
Cost of Goods Sold
Salaries and wages
Other Operating Expenses
Total Operating Expenses
EBIT (Earnings Before Interest and Taxes)
Trademark applications show the products and services that Private Ocean is developing and marketing.
Private Ocean doesn't have any recent trademark applications, indicating Private Ocean is focusing on
its existing business rather than expanding into new products and markets.
Trademarks may include brand names, product names, logos and slogans.
BETAPLUS Financial services, namely, investment management and advice; fiscal valuations and assessments; cash management; financial analysis; consulting in the fields of finance, real estate investments, capital investments, investment securities, financial planning, wealth management and asset management
Determine whether Private Ocean grew or shrank during the last recession. This is useful in estimating the
financial strength and credit risk of the company.
Compare how recession-proof Private Ocean is relative to the industry overall.
While a new recession may strike a particular industry, measuring the
industry and company's robustness during the last recession estimates its ability to weather future recessions.
Market Share of Private Ocean's Largest Competitors
A competitive analysis shows these companies are in the same general field as Private Ocean, even though they may not compete head-to-head.
These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines.
The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies.
Competitive advantage comes from offering better pricing or superior products/service.
These companies are similar in business line and location to Private Ocean.
While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.
These companies are in the same general field as Private Ocean and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.