Tuesday, November 18, 2008

Baclays Capital Issues Internet Data Book

Former Lehman Internet analyst and now Barclays Capital analyst Doug Anmuth issues his Internet playbook full with the data points listed below. If we get our hands on it we will list a few of his charts.


The Barclays Capital Internet Data Book provides up-to-date statistics on the Internet industry overall, and more specifically on the 12 companies in our coverage universe. The Data Book contains more than 140 figures and charts, with an emphasis on valuation and financial metrics, broadband penetration and user data, online advertising, e-commerce, and company-specific information and models.

  • The ratings within our Internet coverage universe are:
  • We highlight the following charts on pages:
  • 13 Cross-Media and Cross-Retail Valuation Comps
  • 18-19 Historical Average Multiples (P/E, P/FCF, EV/EBITDA)
  • 26 ROIC and ROE Metrics for Internet Coverage Universe
  • 33 Media Consumption Time Breakdown
  • 40 Barclays Capital Online Advertising Forecasts
  • 46 U.S. Media Advertising by Category and Medium
  • 51-52 U.S. and Global Search Market Share and Growth
  • 53-54 Barclays Capital Site Partnership Matrix Detailing Ad Relationships
  • 56 Select Internet Advertising & Usage Statistics in the U.S. and U.K.
  • 58 U.S. E-Commerce by Category, 2004-2012
  • All estimates are as of November 3, 2008.

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