Handelsavisen
prelaunch
SI
SILC.O NASDAQ Communications & Networking

Silicom Ltd

$43,57
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
248,6M USD
P/E
EV / Rev
3,5x
Div yield
Op margin
-21,5 %
ROE
-1,1 %
Net margin
-10,5 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
$43,76
Open
Next earnings
Ex-dividend
TR 1Y
About

Silicom Ltd designs, develops, and markets high-speed fiber optic and copper connectivity solutions for data centers, cloud computing, and telecommunications networks.

Business. Silicom Ltd (SILC.O) is a technology company operating in the Communications & Networking industry, specializing in the design and sale of communications equipment. The firm generates revenue primarily through product sales within the Technology Equipment sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
ActivityCommunications Equipment
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
38
composite score
Valuation
valuation pending
Analysts
Hold
1 analysts · indicative
Ownership
Morgan Stanley Smith Barney LLC
largest disclosed fund holder
Profitability
-1,1 %
return on equity
Quality
58
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SILC.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to SILC.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score38 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    Silicom Ltd (SILC.O) is a technology company operating in the Communications & Networking industry, specializing in the design and sale of communications equipment. The firm generates revenue primarily through product sales within the Technology Equipment sector. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryCommunications & Networking
    ActivityCommunications Equipment
    AI synthesis
    GENERATED

    Silicom maintains a strong liquidity position with $60.68 million in cash and equivalents, representing 38.4% of total assets, and a current ratio of 9.74, well above the industry median of 1.8. The company is debt-free, with zero long-term debt and a debt-to-equity ratio of 0.0, indicating a conservative capital structure.

    Profitability metrics show significant underperformance relative to industry norms. The company reported a net loss of $1.52 million and an operating loss of $3.12 million, resulting in a negative return on equity of -1.1% and return on assets of -0.96%. These figures contrast sharply with the industry median ROE of 12.4% and ROA of 6.8%.

    Geographically, Silicom's revenue is concentrated in a single disclosed segment, with no geographic breakdown provided in the latest financials. This lack of diversification increases exposure to regional economic or regulatory shifts, though the company's product portfolio is broadly applicable across data center and telecom markets.

    Growth prospects remain uncertain. Analysts expect a modest improvement in earnings, with a mean EPS estimate of -$0.88 for the current fiscal year, up from -$1.41 in the prior period. However, the company's revenue of $14.5 million in the latest period shows no clear upward trajectory, and no specific growth drivers are disclosed in the available data.

    Risk factors include the company's ongoing net losses and negative returns, which could pressure liquidity if cash burn accelerates. No dilution risks are currently flagged, as shares outstanding remain unchanged between basic and diluted counts, and no recent equity issuance or shelf registration activity is reported.

    Recent filings and transcripts do not include material events or strategic announcements. The company's financial statements show consistent operating losses and no significant changes in capital structure or business strategy in the latest reporting period.

    Key takeaways
    • Silicom maintains a strong liquidity position with $60.68 million in cash and a debt-free balance sheet.
    • The company is unprofitable, with a net loss of $1.52 million and negative returns on equity and assets.
    • No geographic or segment diversification is disclosed, increasing concentration risk.
    • Analysts expect a modest improvement in earnings but no clear revenue growth drivers are identified.
    • No immediate dilution or liquidity risks are flagged in the latest data.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-04-30
    Q1 2026 · Quarter highlights
    Open report →

    Revenue $19.1M, +32,8% YoY; Operating income +12,7% YoY.

    Revenue$19.1M+32,8 % YoY
    Operating income-$2.8M+12,7 % YoY
    Net income-$2.4M+15,7 % YoY
    Free cash flow
    EPS
    Operating cash flow
    Financials
    Income statement
    Revenue$19.1M
    Gross profit$5.6M
    Operating income-$2.8M
    Net income-$2.4M
    Margins
    Gross margin29.5%
    Operating margin-14.7%
    Net margin-12.4%
    FCF margin
    Balance sheet
    Total assets$158.8M
    Total liabilities$42.8M
    Total equity$116.0M
    Cash & equivalents$30.0M
    Long-term debt$0.00
    P&L flow · revenue → net income
    Revenue $19.1MOperating costs $21.9MNet income $2.4M
    Highlights
    • Revenue $19.1M, +32,8% YoY
    • Operating income +12,7% YoY
    • Net income +15,7% YoY
    • Net margin -12.4%

    Valuation TTM

    Market price
    $43,57
    Market cap
    $290.9M
    Enterprise value
    $230.2M
    P/E
    Non-GAAP P/E
    EV / Revenue
    3.5x
    EV / Op income
    EV / OCF
    P / B
    2.1x
    P / Tangible book
    2.1x
    Tangible book
    $138.2M
    Net cash
    $60.7M
    Current ratio
    9.7
    Debt / equity
    0.0
    ROA
    -1.0%
    ROE
    -1.1%
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryCommunications Equipment14,2B node revenueREZI 52,7%ADT 36,2%NTGR 4,9%AVNW 3,1%NSSC 1,3%OCC 0,5%SILC 0,4%ONDS 0,4%Other 0,6%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)SILC 0,4% · rank #7 of 12

    Business relationships

    Business relationships2 disclosed relationships · 1 type · extracted from filings & disclosures
    Suppliers2
    Broadcom IncAVGO.OSupplier95%Source ↗
    Intel CorpINTC.OSupplier95%Source ↗

    Supply chain

    Vendors → SILC ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSSILCSILCSilicom Ltd2 entitiesBroadcom IncUnclassifiedUSIntel CorpSemiconductorsUS
    2 mentions in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-06-24

    Peer comparison

    Peer comparison7 peers · vs SILC · multiples and returns
    RE
    REZI
    Resideo Technologies Inc
    $30,02
    4,5B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -18,1 %
    -17,0 vs self
    AD
    ADT
    Adt Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    NT
    NTGR
    NETGEAR, INC.
    $22,09
    604,0M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -3,6 %
    -2,5 vs self
    AV
    AVNW
    Aviat Networks Inc
    $21,07
    271,9M USD
    P/E
    157,5x
    vs self
    Div yield
    vs self
    ROE
    0,5 %
    +1,6 vs self
    NS
    NSSC
    Napco Security Technologies
    $39,18
    1,4B USD
    P/E
    30,1x
    vs self
    Div yield
    1,3 %
    vs self
    ROE
    25,7 %
    +26,8 vs self
    OC
    OCC
    Optical Cable Corp
    $15,15
    133,8M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -7,3 %
    -6,2 vs self
    ON
    ONDS
    ONDAS HOLDINGS INC.
    $7,86
    3,8B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -30,1 %
    -29,0 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 57 %
    EPS
    Consensus EPS
    -0,88
    Predicted surprise
    +0,04
    Beat probability
    57 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,88
    Revenueno estimateno estimate82,6M USD
    Operating incomeno estimateno estimate-6,0M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell0
    Operating income · consensus-6,0M USD
    EPS surprise
    −60,0 %
    reported vs consensus · miss
    Revenue surprise
    −25,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-21,5 %Bottom quartile
    Net Margin-10,4 %Bottom quartile
    ROE-1,1 %Below median
    D/E0,00Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 37 969 sh8 exercises8 insiders
    • Orbach YeshayhuDirector · Restricted Stock Unit → Ordinary sharesDisposed 2 969exercise · 2026-06-18
    • Eizenman LironPresident and CEO · Restricted Stock Unit → Ordinary sharesDisposed 12 500exercise · 2026-06-14
    • Castiel DavidVP Engineering · Restricted Stock Unit → Ordinary sharesDisposed 2 000exercise · 2026-06-14
    • Karp YuvalEVP Project Management · Restricted Stock Unit → Ordinary sharesDisposed 2 000exercise · 2026-06-14
    • Gilad EranCFO · Restricted Stock Unit → Ordinary sharesDisposed 2 000exercise · 2026-06-14
    • COHEN DANIEL (DC)EVP Operation · Restricted Stock Unit → Ordinary sharesDisposed 2 000exercise · 2026-06-14
    • Eizenman AvinoamDirector · Restricted Stock Unit → Ordinary sharesDisposed 12 500exercise · 2026-06-14
    • Hendel DavidVP R&D · Restricted Stock Unit → Ordinary sharesDisposed 2 000exercise · 2026-06-14

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • Silicom Ltd Market data — financials · 2026-05-29
    • Silicom Ltd Market data — analyst estimates · 2026-05-29
    • Silicom Ltd Market data — ESG · 2026-05-29

    Ownership & reference

    Top holders

    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M

    Leadership

    • Liron EizenmanPresident, Chief Executive Officer

    Insider activity

    Net selling0 buys · 10 sellsnet -$1,4M8 insiders · last 365d
    • Orbach YeshayhuDirector · Ordinary sharesOther 2 969 · 2026-06-18
    • Gilad EranCFO · Ordinary sharesOther 2 000 · 2026-06-14
    • Eizenman LironPresident and CEO · Ordinary sharesOther 12 500 · 2026-06-14
    • Castiel DavidVP Engineering · Ordinary sharesOther 2 000 · 2026-06-14
    • Karp YuvalEVP Project Management · Ordinary sharesOther 2 000 · 2026-06-14
    • Hendel DavidVP R&D · Ordinary sharesOther 2 000 · 2026-06-14
    • COHEN DANIEL (DC)EVP Operation · Ordinary sharesOther 2 000 · 2026-06-14
    • Eizenman AvinoamDirector · Ordinary sharesOther 12 500 · 2026-06-14
    • Karp YuvalEVP Project Management · Ordinary sharesSold 2 000 @ $50,00$100K · 2026-05-19
    • Hendel DavidVP R&D · Ordinary sharesSold 1 000 @ $49,00$49K · 2026-05-14
    • Castiel DavidVP Engineering · Ordinary sharesSold 2 000 @ $48,00$96K · 2026-05-14
    • COHEN DANIEL (DC)EVP Operation · Ordinary sharesSold 15 @ $52,00$780 · 2026-05-14
    • Hendel DavidVP R&D · Ordinary sharesSold 500 @ $44,50$22K · 2026-05-13
    • Hendel DavidVP R&D · Ordinary sharesSold 500 @ $44,24$22K · 2026-05-13
    • Hendel DavidVP R&D · Ordinary sharesSold 500 @ $45,00$22K · 2026-05-07
    • Eizenman AvinoamDirector · Ordinary SharesSold 9 023 @ $44,66$403K · 2026-05-07
    • Eizenman LironPresident and CEO · Ordinary sharesSold 8 900 @ $45,23$403K · 2026-05-07
    • Gilad EranCFO · Ordinary sharesSold 6 000 @ $44,18$265K · 2026-05-07

    Short positioning

    33.4Kshares short+91.7% vs prior
    1days to cover
    50.8%short of daily vol
    517fails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SILC.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob57 %Surprise+0,04Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    SILCAVGO.OINTC.OCommunications
    This companySectorSuppliers

    Evidence & claims

    From filings & derived data
    • Debt-to-equity (FY 2025-12-31): 0.30xDerived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 53.6%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 11.7%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 1.2%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -31.4%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -8.1%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 3.6%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 6.6%Derived (calculated)
    • Gross margin (FY 2025-12-31): 30.6%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): 2.8%Derived (calculated)
    • Net margin (FY 2025-12-31): -18.5%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 7.7%Derived (calculated)
    • Current ratio (FY 2025-12-31): 4.15xDerived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -111.8%Derived (calculated)
    • Return on assets (FY 2025-12-31): -7.5%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 16.3%Derived (calculated)
    • Return on equity (FY 2025-12-31): -9.8%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 14.0%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): 27.6%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 11.7%Derived (calculated)
    • Operating cash flow (annual): USD -2.16MSEC XBRL filing
    • Pre-tax income (annual): USD -10.61MSEC XBRL filing
    • R&D expense (annual): USD 20.05MSEC XBRL filing
    • Shares outstanding (annual): 5.71MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-18 00:00 UTCINSIDER16 insider transactions — 2026-06 8 derivative
    2026-06-18INSIDEROrbach Yeshayhu transacted 3.0k sh Ordinary shares — Director
    2026-06-18INSIDEROrbach Yeshayhu disposed of 3.0k sh Restricted Stock Unit — Director
    2026-06-14INSIDERGilad Eran transacted 2.0k sh Ordinary shares — CFO
    2026-06-14INSIDEREizenman Liron transacted 12.5k sh Ordinary shares — President and CEO
    2026-06-14INSIDERCastiel David transacted 2.0k sh Ordinary shares — VP Engineering
    2026-06-14INSIDERKarp Yuval transacted 2.0k sh Ordinary shares — EVP Project Management
    2026-06-14INSIDERHendel David transacted 2.0k sh Ordinary shares — VP R&D
    2026-06-14INSIDERCOHEN DANIEL (DC) transacted 2.0k sh Ordinary shares — EVP Operation
    2026-06-14INSIDEREizenman Avinoam transacted 12.5k sh Ordinary shares — Director
    2026-06-14INSIDEREizenman Liron disposed of 12.5k sh Restricted Stock Unit — President and CEO
    2026-06-14INSIDERCastiel David disposed of 2.0k sh Restricted Stock Unit — VP Engineering
    2026-06-14INSIDERKarp Yuval disposed of 2.0k sh Restricted Stock Unit — EVP Project Management
    2026-06-14INSIDERGilad Eran disposed of 2.0k sh Restricted Stock Unit — CFO
    2026-06-14INSIDERCOHEN DANIEL (DC) disposed of 2.0k sh Restricted Stock Unit — EVP Operation
    2026-06-14INSIDEREizenman Avinoam disposed of 12.5k sh Restricted Stock Unit — Director
    2026-06-14INSIDERHendel David disposed of 2.0k sh Restricted Stock Unit — VP R&D
    2026-05-26FILING6-K filing →
    2026-05-19 00:00 UTCINSIDER10 insider transactions — 2026-05 · net sell $1.4M
    2026-05-19INSIDERKarp Yuval sold 2.0k sh Ordinary shares — EVP Project Management ~$100k
    2026-05-14INSIDERHendel David sold 1.0k sh Ordinary shares — VP R&D ~$49k
    2026-05-14INSIDERCastiel David sold 2.0k sh Ordinary shares — VP Engineering ~$96k
    2026-05-14INSIDERCOHEN DANIEL (DC) sold 15 sh Ordinary shares — EVP Operation ~$1k
    2026-05-13INSIDERHendel David sold 500 sh Ordinary shares — VP R&D ~$22k
    2026-05-07INSIDERHendel David sold 500 sh Ordinary shares — VP R&D ~$22k
    2026-05-07INSIDEREizenman Avinoam sold 9.0k sh Ordinary Shares — Director ~$403k
    2026-05-07INSIDEREizenman Liron sold 8.9k sh Ordinary shares — President and CEO ~$403k
    2026-05-07INSIDERGilad Eran sold 6.0k sh Ordinary shares — CFO ~$265k
    2026-05-05FILING6-K filing →
    2026-05-05FILING6-K filing →
    2026-04-30 08:04 UTCEARNINGSQuarterly results — Q1 2026 Revenue USD 19.1M · Net USD -2.4M
    2026-04-30FILING6-K filing →
    2026-04-28FILING6-K filing →
    2026-04-28FILING20-F filing →
    2026-04-15FILING6-K filing →
    2026-03-31FILING6-K filing →
    2026-03-18FILING6-K filing →
    2026-03-16FILING6-K filing →
    Showing the 40 most recent of 50 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage