YDC Data Monetization Index for Retail

January 14, 2022 Summary The YDC Data Monetization Index (DMI) for major retailers is in the range of 10% to 36%. For example, Walmart has a YDC DMI of 28.54% driven by the valuation of data relating to Walmart+ members, Sam’s Club members, advertising and supply chain visibility. Amazon.com, Inc. has a YDC DMI of […]

YDC Data Monetization Index for Casinos & Gaming

January 17, 2022 Summary In 2018, the United States Supreme Court overturned the Professional and Amateur Sports Protection Act (PASPA). The PAPSA decision paved the way for states and territories to legalize, tax and regulate sports betting. Since then, multiple states (New York being the latest) have legalized internet gaming and online sports betting. In […]

YDC Data Monetization Index for Interactive Media and Services

December 16, 2021 Summary The YDC Data Monetization Index (DMI) for Amazon.com, Inc. is 10.28%. Amazon is part of the Consumer Discretionary sector within the S&P 500 but has a market capitalization approaching $2 trillion. The bulk of Amazon’s DMI accrues from subscription revenues (Amazon Prime), advertising-driven user data and product analytics data at Amazon […]

YDC Data Monetization Index for Life Sciences

December 17, 2021 Summary The YDC Data Monetization Index (DMI) for Life Sciences varies by industry and company: Pharmaceutical companies like Merck and Johnson & Johnson have YDC DMIs in the 6%-7% range Smith & Nephew has a DMI of 30.1%, the only pure-play medical device company in our analysis although we did also factor […]

YDC Data Monetization Index for Aircraft Engine Manufacturers

December 15, 2021 Summary Major aircraft engine manufacturers have a YDC Data Monetization Index (DMI) between 32 to 55 percent. The YDC DMI has been calculated for the aircraft engine subsidiaries of their respective parent companies. A higher YDC DMI is generally preferable across companies and industries. By way of reference, internet companies have a […]

YDC Data Monetization Index for Amazon

January 11, 2022 Summary The YDC Data Monetization Index (DMI) for Amazon.com, Inc. is 10.28%. Amazon is part of the Consumer Discretionary sector within the S&P 500 but has a market capitalization approaching $2 trillion. The bulk of Amazon’s DMI accrues from subscription revenues (Amazon Prime), advertising-driven user data and product analytics data at Amazon […]

YDC Data Monetization Index for Real Estate Companies

December 15, 2021 Summary Most publicly-traded real estate companies in the United States have a YDC Data Monetization Index (DMI) of 5.5 percent. However, the absolute data valuation varies from $775 million for Federal Realty Investment Trust to $8.8 billion for American Tower Corporation. In addition, the data valuation per property tends to differ by […]

YDC Data Monetization Index for Health Care

December 17, 2021 Summary The YDC Data Monetization Index (DMI) for Health Care companies varies by industry and company: Health Care Facilities (Providers) including HCA Healthcare and Universal Health Services have a DMI of approximately 5.4% Health Care Payers including Anthem, Centene, Cigna, Humana, UnitedHealth Group and CVS Health Corporation have DMI’s in the range […]

YDC Data Monetization Index for Automobile Manufacturers

December 15, 2021 Summary Tesla has a YDC Data Monetization Index (DMI) of 8.23% compared to 1.27% for Ford and 1.45% for GM. Tesla’s higher YDC DMI is driven by the valuation of the Full Self-Driving (FSD) dataset, which generates an independent income stream and is also used to improve the quality of the company […]

Data Monetization Index for Restaurants

December 14, 2021 Summary Key restaurant companies have a Data Monetization Index (DMI) of less than 0.5 percent, primarily driven by the value of their loyalty data. The potential value of customer data is between 1.5 to 3.5 percent of enterprise value. Restaurant companies are able to capture only a portion of their potential customer […]