Screen your portfolio of energy companies in an easy-to-use dashboard

Geologic’s new Portfolio Screener, which draws on Evaluate Energy financial and operating datasets, helps analysts instantly manage company coverage, analyze peer groups, and monitor fast-changing market conditions.

Where does the Portfolio Screener fit into users’ daily workflows? 

The Portfolio Screener is ideal for everyday use by energy analysts who need to stay on top of their coverage universe. It streamlines ongoing monitoring and peer‑group management by allowing users to quickly build and maintain relevant company sets without manually pulling data from multiple sources.

With intuitive filtering, analysts can identify comparable companies in minutes and keep those peer groups up to date as market conditions change. As companies move in or out of scope, the screener helps analysts keep coverage relevant, consistent, and aligned with evolving analytical priorities.

Peer groups can be created using a broad set of criteria, including operating regions, industry focus, exchange listings, and key corporate characteristics such as production size and market capitalization.

What manual tasks does the Portfolio Screener support? 

Energy analysts often spend hours sourcing, cleaning, and aligning oil and gas company data across regions and business models. The Portfolio Screener eliminates much of this manual effort by bringing accurate, complex, standardized global datasets together in a single environment.

In just a few clicks, users can review the latest financial positions of upstream producers, midstream and downstream operators, and global supermajors. This enables faster comparisons, more confident analysis, and timely investment and strategic decisions.

What decisions does the Portfolio Screener support? 

The Portfolio Screener accelerates portfolio and investment decision making by giving analysts clearer visibility on risk exposure, capital strength, and relative performance across energy sector peer groups.

These insights are based on standardized oil and gas metrics drawn from detailed operational and financial data.

Users can examine production, reserves, NPVs, realized pricing, and netbacks along with granular finding, development, and drilling costs. This makes it easier to compare companies and support stronger valuation, risk analysis and opportunities.

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