Information presentation device, information presentation method, and program

The information presentation device integrates financial, technical, and expert indicators to forecast corporate growth or deterioration, offering customizable and comparative evaluations.

JP7826716B2Active Publication Date: 2026-03-10NEC CORP
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Patent Information

Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2022-01-31
Publication Date
2026-03-10

AI Technical Summary

Technical Problem

Existing corporate evaluation methods lack innovative approaches for integrating financial, technical, and expert indicators to forecast a company's growth or deterioration accurately.

Method used

An information presentation device and method that utilizes a receiving and output mechanism to display selected material information, including financial, technical, and expert indicators, to forecast a company's growth or deterioration based on predetermined rules, and allows customization of the display.

Benefits of technology

Enables accurate corporate evaluation by presenting a forecast of growth or deterioration using integrated indicators, facilitating user customization and comparison with similar companies.

✦ Generated by Eureka AI based on patent content.

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Patent Text Reader

Abstract

To provide a technique for performing corporate evaluation using a new, unprecedented method.SOLUTION: The present invention provides an information presentation device 10 comprising a reception unit 12 configured to receive an input for selecting at least one from multiple pieces of material information to be used as materials for evaluating a target company, and an output unit 11 configured to respond to selection of multiple pieces of material information by outputting a screen showing the selected multiple pieces of material information side by side.SELECTED DRAWING: Figure 2
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Description

[Technical Field]

[0001] The present invention relates to an information presentation device, an information presentation method, and a program. [Background technology]

[0002] Patent Document 1 discloses a technology that extracts companies similar to a company to be evaluated based on correlation vectors of financial indicators and correlation vectors of non-financial indicators, estimates the sustainability indicators of the company to be evaluated based on the sustainability indicators of the extracted similar companies, and outputs the estimated results. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] International Publication No. 2013 / 179884 Summary of the Invention [Problem to be solved by the invention]

[0004] An object of the present invention is to provide a technology for conducting corporate evaluation using a novel method that has not been used before. [Means for solving the problem]

[0005] According to the present invention, A receiving means for receiving an input for selecting at least one of a plurality of pieces of material information that are used to evaluate a target company; an output means for outputting a screen displaying the selected plurality of pieces of material information in a line when the plurality of pieces of material information are selected; An information presentation device is provided, comprising:

[0006] Further, according to the present invention, The computer a receiving step of receiving an input for selecting at least one piece of material information from a plurality of pieces of material information that will be used to evaluate the target company; an output step of outputting a screen displaying the selected plurality of pieces of material information in a line when the plurality of pieces of material information are selected; An information presentation method is provided that performs the above.

[0007] Further, according to the present invention, Computer, a receiving means for receiving an input for selecting at least one of a plurality of pieces of material information that are used to evaluate the target company; an output means for outputting a screen displaying the selected plurality of pieces of material information in an aligned manner when the plurality of pieces of material information are selected; A program is provided to function as a

[0008] Further, according to the present invention, An information presentation device is provided that has an output means for outputting a screen displaying information that serves as material for evaluating a target company, the information being a forecast of growth or deterioration of the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules.

[0009] Further, according to the present invention, The computer An information presentation method is provided which executes an output step of outputting a screen displaying information that is used as material for evaluating a target company, the information being indicative of a growth / deterioration forecast for the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules.

[0010] Further, according to the present invention, Computer, A program is provided that functions as an output means for outputting a screen displaying information that is used as material for evaluating a target company, and that shows a forecast of growth or deterioration of the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules. [Effects of the Invention]

[0011] According to the present invention, a technology for conducting corporate evaluation using a new and unprecedented method is realized. [Brief explanation of the drawings]

[0012] [Figure 1] FIG. 2 is a diagram illustrating an example of a hardware configuration of an information presentation device. [Figure 2] FIG. 2 is a diagram illustrating an example of a functional block diagram of an information presentation device. [Figure 3] FIG. 10 is a diagram illustrating an example of a deterioration prediction rule. [Figure 4] FIG. 10 is a diagram illustrating an example of a growth prediction rule. [Figure 5] FIG. 10 is a diagram schematically illustrating an example of a result of degradation prediction that is output. [Figure 6] FIG. 10 is a diagram schematically illustrating an example of a result of growth prediction that is output. [Figure 7] FIG. 10 is a diagram schematically illustrating an example of an output screen. [Figure 8] FIG. 2 is a diagram schematically illustrating an example of one piece of material information. [Figure 9] FIG. 10 is a diagram illustrating an example of an evaluation score calculation rule. [Figure 10] FIG. 10 is a diagram schematically illustrating an example of reference target information. [Figure 11] FIG. 10 is a diagram illustrating a grouping process. [Figure 12] FIG. 10 is a diagram illustrating an example of group information. [Figure 13] FIG. 2 is a diagram schematically illustrating an example of one piece of material information. [Figure 14] FIG. 2 is a diagram illustrating an example of a functional block diagram of an information presentation device. DETAILED DESCRIPTION OF THE INVENTION

[0013] Hereinafter, embodiments of the present invention will be described with reference to the drawings. In all the drawings, like components are designated by like reference numerals, and the description thereof will be omitted as appropriate.

[0014] First Embodiment "overview" The information presentation device of this embodiment outputs a screen displaying information that serves as material for evaluating a target company, and that shows a growth / deterioration forecast for the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time during the target period and prior to that period, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules. A user can evaluate the target company based on this information.

[0015] "Hardware Configuration" Next, an example of the hardware configuration of an information presentation device will be described. FIG. 1 is a diagram showing an example of the hardware configuration of an information presentation device. Each functional unit of the information presentation device is realized by any combination of hardware and software, centered around a CPU (Central Processing Unit) of any computer, memory, programs loaded into the memory, a storage unit such as a hard disk that stores the programs (this can store programs that are pre-loaded when the device is shipped, as well as programs downloaded from storage media such as CDs (Compact Discs) or servers on the Internet), and a network connection interface. Those skilled in the art will understand that there are many variations in the implementation methods and devices.

[0016] 1, the information presentation device includes a processor 1A, a memory 2A, an input / output interface 3A, a peripheral circuit 4A, and a bus 5A. The peripheral circuit 4A includes various modules. Information presentation The device may not have the peripheral circuit 4A. The information presentation device may be configured with multiple physically and / or logically separated devices, or may be configured with a single physically and logically integrated device. When configured with multiple physically and / or logically separated devices, each of the multiple devices may have the above hardware configuration.

[0017] The bus 5A is a data transmission path for the processor 1A, memory 2A, peripheral circuit 4A, and input / output interface 3A to transmit and receive data to and from each other. The processor 1A is an arithmetic processing device such as a CPU or a GPU (Graphics Processing Unit). The memory 2A is a memory such as a RAM (Random Access Memory) or a ROM (Read Only Memory). The input / output interface 3A includes an interface for acquiring information from an input device, an external device, an external server, an external sensor, etc., and an interface for outputting information to an output device, an external device, an external server, etc. Examples of input devices include a keyboard, a mouse, a microphone, etc. Examples of output devices include a display, a speaker, a printer, a mailer, etc. The processor 1A can issue commands to each module and perform calculations based on the results of those calculations.

[0018] "Function Configuration" Next, an example of the functional configuration of the information presentation device will be described. An example of a functional block diagram of the information presentation device 10 is shown in FIG. 2. As shown in the figure, the information presentation device 10 has an output unit 11.

[0019] The output unit 11 outputs a screen displaying information that serves as material for evaluating the target company, which is information showing a growth / deterioration forecast for the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules.

[0020] First, the target period, financial indicators, technical indicators, and expert indicators will be explained.

[0021] The "target period" may be specified in units of a fiscal year, half year, quarter, etc. For example, if the target company is to be evaluated at the end of fiscal year 2021, fiscal year 2021 may be the target period.

[0022] "Financial indicators" are indicators that show the financial condition for a given period. Financial indicators can include any widely used indicators. For example, financial indicators can include at least one of the following: operating profit margin, return on equity, gross profit margin, operating profit margin, selling and general administrative expense ratio, operating profit margin on total capital, return on total capital, total capital turnover, current ratio, equity ratio, quick ratio, debt ratio, fixed asset ratio, fixed asset long-term ratio, operating cash flow, investing cash flow, financing cash flow, labor productivity, capital productivity, labor distribution rate, added value ratio, tangible fixed asset turnover, operating profit growth rate, total capital growth rate, sales growth rate, equity growth rate, research and development expense ratio, and employee growth rate.

[0023] "Technical indicators" relate to the time-based changes in financial indicators for each company during the target period and prior to that period. While the number of years of data referenced by technical indicators varies, it is preferable that technical indicators be data relating to the time-based changes in financial indicators for at least four years, including the target period and prior to that period. This allows for a new approach to corporate evaluation.

[0024] The technical indicators include, for example, at least one of trend indicators and oscillator indicators.

[0025] Trend indicators are indicators that show the trend of stock prices and can include any widely used indicators. For example, trend indicators can include at least one of the following: simple moving average, exponential moving average, Ichimoku Kinko Hyo, Bollinger Bands, Zigzag chart, linear regression trend, HL Bands, Envelopes, Keltner Channel, Chaos Alligator, Yin Yang, New Price, Kagi, Balance of Power, Aroon, Heiken Ashi, and Point & Figure.

[0026] Oscillator indicators are indicators that show whether a stock is overbought or oversold and can include any of the following commonly used indicators: Stochastics, MACD (moving average convergence divergence), RSI (relative strength index), Momentum, Directional Movement Index, Divergence Rate, Divergence Price / Average, Tom DeMarks Range Expansion Index, Average Directional Index, Historical Volatility, Williams %R, Psychological Lines, Coppock Index, Rank Correlation Index, Rate of Change, Moving Average Oscillator, Ultimate Oscillator, Aroon Up / Down, Aroon Oscillator, Money Flow Index, Commodity Channel Index, Volume Ratio, Strength / Weakness Ratio, Performance, and Reverse Watch Curve.

[0027] "Expert indicators" are indicators that are not included in the financial indicators and technical indicators described above, and are generated by processing the financial indicators of the target company for the target period according to predetermined rules. These indicators may be widely known or newly created. Indicators independently created and used by corporate valuation experts may also be used as expert indicators. For example, expert indicators may include at least one of the following: interest coverage ratio, sales and accounts receivable imbalance (whether the ratio of the change in accounts receivable to the change in sales has increased for two consecutive periods), and interest expense coefficient (whether the interest expense itself has been borrowed at a high interest rate for a specified period).

[0028] Next, an example of a process for predicting the growth or deterioration of a target company after a target period based on at least one of financial indicators, technical indicators, and expert indicators will be described. Note that the process described below is merely an example and is not limited to this. It is sufficient that the growth or deterioration of a target company after a target period is predicted based on at least one of financial indicators, technical indicators, and expert indicators, and other methods may also be used.

[0029] The process of predicting the growth / deterioration of the target company after the target period may be performed by the information presentation device 10. Alternatively, a device different from the information presentation device 10 may perform this process, and the results of this process may be input to the information presentation device 10. Hereinafter, the device that performs this process will be referred to as a growth / deterioration prediction device.

[0030] The growth and deterioration prediction device predicts deterioration based on the deterioration prediction rules shown in Figure 3. By analyzing past data, etc., deterioration prediction rules like those shown in the figure are created in advance and registered in the growth and deterioration prediction device.

[0031] In the illustrated deterioration prediction rule, deterioration condition identification information, deterioration conditions, and deterioration probabilities are linked together.

[0032] The "deterioration condition identification information" is information for identifying a plurality of deterioration conditions from each other. The "deterioration condition" is defined based on at least one of a financial indicator, a technical indicator, and an expert indicator. For example, as shown in the figure, it is defined as "quick ratio≦77.7581 and...". "Probability of deterioration" indicates the probability that a company that meets each deterioration condition will deteriorate after the target period. Note that the figure shows the probability of deterioration after one year, but the probability of deterioration after two years, three years, etc. may also be shown.

[0033] The growth / deterioration prediction device detects deterioration conditions satisfied by the target company based on at least one of the target company's financial indicators, technical indicators, and expert indicators.The device then determines the deterioration probability associated with the detected deterioration condition as the target company's deterioration probability after the target period.If multiple deterioration conditions satisfied by the target company are detected, the statistical value (e.g., maximum value, minimum value, median value, average value, mode, etc.) of the deterioration probability associated with each of the detected multiple deterioration conditions can be determined as the target company's deterioration probability after the target period.

[0034] Similarly, the growth / deterioration prediction device performs growth prediction based on the growth prediction rules shown in Figure 4. Growth prediction rules like those shown in the figure are created in advance by analyzing past data, etc., and registered in the growth / deterioration prediction device.

[0035] The illustrated growth prediction rule associates growth condition identification information, growth conditions, and growth probabilities.

[0036] The "growth condition identification information" is information for identifying a plurality of growth conditions from each other. The "growth conditions" are defined based on at least one of financial indicators, technical indicators, and expert indicators. The "growth probability" indicates the probability that a company that meets each growth condition will grow after the target period. Note that the figure shows the growth probability one year from now, but the growth probability two years from now, three years from now, etc. may also be shown.

[0037] The growth / deterioration prediction device detects growth conditions satisfied by a target company based on at least one of the target company's financial indicators, technical indicators, and expert indicators. The growth probability associated with the detected growth conditions is then determined as the target company's growth probability for the target period and beyond. If multiple growth conditions satisfied by the target company are detected, a statistical value (e.g., maximum value, minimum value, median value, average value, mode, etc.) among the growth probabilities associated with each of the detected multiple growth conditions can be determined as the target company's growth probability for the target period and beyond.

[0038] The output unit 11 outputs a screen displaying information indicating the growth / deterioration forecast for the target company after the target period calculated by the above-described process, for example. The output unit 11 can output the screen using output means such as a display, a projection device, a printer, or a mailer. The output unit 11 may also transmit the data of the screen to another terminal and display the screen on the other terminal.

[0039] FIG. 5 shows an example of a screen displaying information indicating predicted deterioration after the target period. FIG. 6 shows an example of a screen displaying information indicating predicted growth after the target period. The figure shows the deterioration probabilities one year, two years, and three years from now. The probability shown in the "none" column in the figure is the value obtained by subtracting the total value of the deterioration probabilities one year, two years, and three years from 100%.

[0040] "Action and effect" The information presentation device 10 of this embodiment can output a screen displaying information indicating the growth / deterioration forecast of a target company after a target period, calculated based on at least one of the financial indicators, technical indicators, and expert indicators described above. A user can evaluate the target company based on such information.

[0041] <Second embodiment> The output unit 11 of the information presentation device 10 of this embodiment can output a screen displaying a plurality of pieces of material information, which are materials for evaluating a target company, side by side, as shown in Fig. 7. Note that the example shown in Fig. 7 is merely an example, and the output unit 11 can output a screen displaying at least two pieces of material information, among the plurality of pieces of material information shown in Fig. 7, side by side.

[0042] The screen shown in Fig. 7 will be described in detail below. As shown in the figure, the screen shown in Fig. 7 has an area A, an area B, and an area C.

[0043] Area A displays information about the target company. Specifically, the name of the target company and the target period (fiscal year) are displayed. The user can specify these.

[0044] Area B displays at least one specific value of the target company's financial indicators, technical indicators, and expert indicators.

[0045] In the area C, a plurality of pieces of material information are displayed side by side. In the illustrated example, 11 pieces of material information C1 to C 11 The following describes each material in detail.

[0046] "Material information C1" The material information C1 indicates the transition of the target company's growth probability, the transition of the deterioration probability, and the transition of the evaluation score. An example of the material information C1 is shown in Figure 8. Note that the material information C1 shown in Figure 7 and the material information C1 shown in Figure 8 differ in content.

[0047] The growth and deterioration probabilities are as described above. In the example shown, the growth and deterioration probabilities for fiscal year (M+1) estimated using fiscal year M as the target period are plotted on the graph. That is, the growth and deterioration probabilities for fiscal year 2014 on the graph are the growth and deterioration probabilities for fiscal year 2014 estimated using fiscal year 2013 as the target period, and the growth and deterioration probabilities for fiscal year 2015 on the graph are the growth and deterioration probabilities for fiscal year 2015 estimated using fiscal year 2014 as the target period.

[0048] Next, the evaluation score will be explained. The evaluation score is calculated based on at least one of financial indicators, technical indicators, and expert indicators. Note that the process described below is merely an example and is not limited to this. It is sufficient that the evaluation score of the target company is calculated based on at least one of financial indicators, technical indicators, and expert indicators, and other methods may also be used.

[0049] The process of calculating the evaluation score may be performed by the information presentation device 10. Alternatively, a device different from the information presentation device 10 may perform this process, and the results of this process may be input to the information presentation device 10. Hereinafter, the device that performs this process will be referred to as an evaluation score calculation device.

[0050] The evaluation score calculation device calculates the evaluation score based on the evaluation score calculation rules as shown in Fig. 9. By analyzing past data, etc., an evaluation score as shown in the figure is created in advance and registered in the evaluation score calculation device.

[0051] The illustrated evaluation score calculation rules link items, point conditions, and added / subtracted points.

[0052] An "item" is an item included in any one of financial indicators, technical indicators, and expert indicators. "Point conditions" are defined based on the value and trend of each item. For example, as shown in the figure, "less than 1.0 for three consecutive periods" or "less than 1.0 most recent and previous Period It is defined as "a ratio less than 0.9." "Addition / subtraction points" are points that are added or subtracted when each point condition is met.

[0053] The evaluation score calculation device detects point conditions satisfied by the target company based on at least one of the financial indicators, technical indicators, and expert indicators of the target company, and then calculates the evaluation score of the target company for the target period by summing up the added / subtracted points associated with the detected one or more point conditions.

[0054] The evaluation scores for fiscal year 2014 on the graph shown in Figure 8 are the evaluation scores for fiscal year 2014 calculated for the target period of fiscal year 2014, and the evaluation scores for fiscal year 2015 on the graph are the evaluation scores for fiscal year 2015 calculated for the target period of fiscal year 2015.

[0055] "Material information C2" 7, the material information C2 is information that displays a list of at least one other company (hereinafter referred to as "similar company") whose state, determined based on at least one of financial indicators, technical indicators, and expert indicators, is similar to the target company's target year at a predetermined level or more. As shown in the figure, multiple similar companies may be displayed in order of their similarity to the target company.

[0056] Here, the process of extracting similar companies will be described. Note that the process described below is merely an example and is not limited to this. It is sufficient that similar companies are extracted based on at least one of financial indicators, technical indicators, and expert indicators, and other methods may also be used.

[0057] The process of extracting similar companies may be performed by the information presentation device 10. Alternatively, a device different from the information presentation device 10 may perform this process, and the results of this process may be input to the information presentation device 10. Hereinafter, the device that performs this process will be referred to as a similar company extraction device.

[0058] The similar company extraction device extracts similar companies from among a plurality of reference targets.

[0059] A "reference" is data for one company for one fiscal year. For example, 2020 data for XXX Co., Ltd. is one reference, 2019 data for XXX Co., Ltd. is another reference, and XXX Co., Ltd.'s 2020 data is another reference. In this way, one company is treated separately by fiscal year. In this case, one company may be extracted multiple times as a similar company. For example, XXX Co., Ltd. for 2019 and XXX Co., Ltd. for 2020 may be extracted separately as similar companies.

[0060] 10 shows an example of information processed by the similar company extraction device. The reference target information shown in the figure includes information on multiple reference targets. The information on each reference target includes reference target identification information, company name, fiscal year, and data.

[0061] "Reference object identification information" is information that identifies multiple reference objects from each other. "Company name" is the name of the company that corresponds to each reference object. "Fiscal year" is the fiscal year that each reference subject corresponds to. "Data" refers to data for each referent. As shown, the data for each referent includes financial indicators, technical indicators, and expert indicators.

[0062] The similar company extraction device uses clustering (machine learning) technology to group multiple reference targets (group similar targets together) based on the similarities of the above-mentioned financial indicators, technical indicators, and expert indicators. The similar company extraction device may also perform grouping using an ensemble learning technique. That is, the similar company extraction device may perform grouping using each of multiple types of models and adopt the result of a majority vote of the grouping results obtained using the multiple types of models. Clustering and ensemble learning are widely known technologies, so their description will be omitted here.

[0063] Through the grouping process performed by the similar company extraction device, multiple reference targets are grouped as shown in Figure 11. One point in the figure corresponds to one reference target.

[0064] Furthermore, through the grouping process performed by the similar company extraction device, group information for each of the multiple groups as shown in FIG. 12 is created and stored in the storage device of the similar company extraction device. The group information indicates the belonging conditions, which are the conditions for belonging to each group, and the belonging members, which are the members who belong to each group. The belonging conditions are expressed using financial indicators, technical indicators, and expert indicators. Both the belonging conditions and the belonging members are information obtained as a result of the clustering described above.

[0065] Next, the similar company extraction device identifies a group to which the target company belongs from among the above groups. For example, the similar company extraction device may identify a group to which the target company belongs (a group to which the target company satisfies the belonging conditions) by determining whether the target company satisfies the belonging conditions of each group (see FIG. 12). Then, the similar company extraction device identifies a reference target that belongs to the identified group as a similar company.

[0066] "Material information C3" Returning to FIG. 7, material information C3 is a comment that evaluates the state of the target company for the target year. The comment may include a positive evaluation and a negative evaluation. The comment is made based on at least one of financial indicators, technical indicators, and expert indicators.

[0067] The comments may be created by a person, and the comments created by a person may be input to the information presentation device 10.

[0068] Alternatively, a computer may create the comment using a technique such as machine learning. In this case, the comment may be created by the information presentation device 10. Alternatively, a device other than the information presentation device 10 may create the comment, and the created comment may be input to the information presentation device 10.

[0069] "Material information C4" The material information C4 indicates various data of the target company. An example of the material information C4 is shown in Fig. 13. Note that the material information C4 shown in Fig. 7 and the material information C4 shown in Fig. 13 differ in content from each other.

[0070] 13 shows the trends in the target company's net income, ordinary income, operating income, and sales. The material information C4 may also show the trends in other items. The user may also be able to specify the items and period to be displayed.

[0071] "Material information C5" The material information C5 shows various data on similar companies. For example, data on a similar company selected by the user from the multiple similar companies listed in the material information C2 may be displayed in the material information C5. Alternatively, data on the similar company ranked highest in similarity among the multiple similar companies listed in the material information C2 may be displayed in the material information C5.

[0072] In the example shown in FIG. 7, trends in net income, ordinary income, operating income, and sales of similar companies are shown. Material information C5 may also show trends in other items. The user may also be able to specify the items and period to be displayed. The same items and period as those in material information C4 may also be automatically specified. In this case, it becomes easier to compare various data of the target company indicated by material information C4 with various data of similar companies indicated by material information C5.

[0073] "Material information C6" Material information C6 shows the trends in the evaluation scores of the target company and similar companies. The evaluation scores are as described above. By displaying the trends in the evaluation scores of the target company and similar companies on the same graph, they can be compared with each other. The similar companies whose data is displayed here may be specified by the user. For example, the user may be able to specify one or more of the multiple similar companies listed in material information C2. Alternatively, a predetermined number of similar companies with the highest similarity rankings among the multiple similar companies listed in material information C2 may be automatically specified as the companies whose data is displayed in material information C6.

[0074] "Material information C7" The material information C7 indicates a deterioration prediction for the target company after the target period. This information is as described in the first embodiment.

[0075] "Material information C8" The material information C8 indicates the growth forecast of the target company after the target period. This information is as explained in the first embodiment.

[0076] "Material information C9" The material information C9 indicates the basis for the deterioration prediction indicated by the material information C7. Specifically, the deterioration conditions satisfied by the target company are displayed. As explained in the first embodiment, the deterioration conditions are defined based on at least one of financial indicators, technical indicators, and expert indicators.

[0077] "Material information C 10 " Material information C 10 indicates the basis for the growth forecast shown in the material information C8. Specifically, the growth conditions satisfied by the target company are displayed. As explained in the first embodiment, the growth conditions are defined based on at least one of financial indicators, technical indicators, and expert indicators.

[0078] "Material information C 11 " Material information C 11shows a forecast of the trends in various data of the target company after the target period. In the figure, a forecast of the evaluation score is shown, but a forecast of other data may also be shown. For example, a forecast of financial indicators, technical indicators, expert indicators, etc. may also be shown.

[0079] Here, a process for predicting the transition of various data of a target company after a target period will be described. Note that the process described below is merely an example, and is not limited to this.

[0080] The process of predicting trends in various data of the target company after the target period may be performed by the information presentation device 10. Alternatively, a device different from the information presentation device 10 may perform this process, and the results of this process may be input to the information presentation device 10. Hereinafter, the device that performs this process will be referred to as a trend prediction device.

[0081] The trend prediction device may make the above prediction based on the data of the similar companies described above. For example, the trend prediction device may create information indicating the trend of the data of similar companies from the relevant fiscal year onwards based on the data of similar companies from the relevant fiscal year onwards (if XXX Co., Ltd. is a similar company in fiscal year 2013, then from fiscal year 2013 onwards). For example, the trend prediction device may calculate an average of the trends of the data of multiple similar companies from the relevant fiscal year onwards. Then, the trend prediction device may predict the trends of various data of the target company from the relevant period onwards, assuming that the trends of the various data of the target company from the relevant period onwards will follow the same trends as the trends of the data of similar companies from the relevant fiscal year onwards.

[0082] Other configurations of the information presentation device 10 of this embodiment are the same as those of the first embodiment.

[0083] The information presentation device 10 of this embodiment achieves the same effects as those of the first embodiment. Furthermore, the information presentation device 10 of this embodiment can display multiple pieces of characteristic material information as described above side by side. As a result, the user can evaluate the target company based on such information.

[0084] <Third embodiment> The information presentation device 10 of this embodiment has a function that allows the user to customize the material information to be displayed on the screen and the arrangement of the information.

[0085] 14 shows an example of a functional block diagram of the information display device 10 according to this embodiment. As shown in the figure, the information display device 10 includes an output unit 11 and a reception unit 12.

[0086] The receiving unit 12 receives an input to select at least one of a plurality of pieces of material information that will be used to evaluate a target company. The output unit 11 creates and outputs a screen displaying at least one piece of selected material information. When a plurality of pieces of material information are selected, the output unit 11 creates and outputs a screen (see FIG. 7) displaying the selected pieces of material information side by side.

[0087] The receiving unit 12 may also receive a user input regarding how to arrange the selected plurality of pieces of ingredient information on the screen, i.e., a user input specifying the order in which the plurality of pieces of ingredient information are arranged, the position on the screen at which each piece of ingredient information is to be arranged, etc. The output unit 11 creates and outputs a screen (see FIG. 7) in which at least one piece of ingredient information is arranged and displayed in the manner specified by the user input.

[0088] The receiving unit 12 may also receive a user input specifying the size of each of the selected pieces of ingredient information on the screen. The output unit 11 creates and outputs a screen (see FIG. 7) on which at least one piece of ingredient information is displayed side by side in the size specified by the user input.

[0089] Other configurations of the information presentation device 10 of this embodiment are the same as those of the first and second embodiments.

[0090] The information presentation device 10 of this embodiment achieves the same effects as those of the first and second embodiments. Furthermore, the information presentation device 10 of this embodiment has a function that allows the user to customize the material information to be displayed on the screen and the way in which it is arranged. With the information presentation device 10 of this embodiment, the user can create a screen on which the necessary information is arranged and displayed in a preferred manner, and evaluate the target company while viewing the screen.

[0091] Although the embodiments of the present invention have been described above with reference to the drawings, these are merely examples of the present invention, and various other configurations may be adopted. The configurations of the above-described embodiments may be combined with each other, or some of the configurations may be replaced with other configurations. Furthermore, various modifications may be made to the configurations of the above-described embodiments without departing from the spirit of the invention. Furthermore, the configurations and processes disclosed in the above-described embodiments and modified examples may be combined with each other.

[0092] In this specification, "acquisition" includes at least one of the following: "the device retrieves data stored in another device or storage medium (active acquisition)" based on user input or program instructions, such as receiving data by making a request or inquiry to another device, or accessing and reading out another device or storage medium; "the device inputs data output from another device (passive acquisition)" based on user input or program instructions, such as receiving data that is distributed (or transmitted, push notification, etc.), and selecting and acquiring data from received data or information; and "the creation of new data by editing data (converting data to text, rearranging data, extracting some data, changing the file format, etc.), and acquiring the new data."

[0093] Some or all of the above-described embodiments can be described as, but are not limited to, the following supplementary notes. 1. A receiving means for receiving an input for selecting at least one piece of material information from a plurality of pieces of material information that will be used to evaluate a target company; an output means for outputting a screen displaying the selected plurality of pieces of material information in a line when the plurality of pieces of material information are selected; An information presentation device having the above. 2. The information presentation device described in 1, wherein the plurality of material information includes information showing the trend of the evaluation score of the target company for each target period calculated based on at least one of financial indicators for the target period, technical indicators relating to the time-axis changes in financial indicators for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules. 3. An information presentation device as described in 1 or 2, wherein the plurality of material information includes information indicating a growth / deterioration forecast for the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes over time in financial indicators for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules. 4. The information presentation device described in 3, wherein the plurality of pieces of material information includes information showing the basis for forecasting growth and deterioration of the target company after the target period using at least one of financial indicators for the target period, technical indicators relating to changes over time in financial indicators for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules. 5. An information presentation device described in 1 to 4, wherein the plurality of material information includes information indicating at least one other company whose state, identified based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that period, and expert indicators generated by processing financial indicators for the target period according to predetermined rules, is similar to that of the target company at a predetermined level or more. 6. An information presentation device described in 1 to 5, wherein the plurality of material information includes information comparing data of the target company with data of other companies whose states are similar to the target company at a predetermined level or more, as determined based on financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that period, and expert indicators generated by processing financial indicators for the target period according to predetermined rules. 7. The computer a receiving step of receiving an input for selecting at least one piece of material information from a plurality of pieces of material information that will be used to evaluate the target company; an output step of outputting a screen displaying the selected plurality of pieces of material information in a line when the plurality of pieces of material information are selected; A method of presenting information that: 8. Computer a receiving means for receiving an input for selecting at least one of a plurality of pieces of material information that are used to evaluate the target company; an output means for outputting a screen displaying the selected plurality of pieces of material information in an aligned manner when the plurality of pieces of material information are selected; A program that functions as a 9. An information presentation device having an output means for outputting a screen displaying information that serves as material for evaluating a target company, the information being a forecast of growth or deterioration of the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules. 10. The output means An information presentation device as described in 9 that outputs the screen further displaying information showing the basis for the growth / deterioration prediction of the target company after the target period using at least one of financial indicators for the target period, technical indicators related to changes in financial indicators over time for the target period and before, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules. 11. The output means 11. An information presentation device as described in 9 or 10, which outputs the screen further displaying information showing the trend of the evaluation score of the target company for each target period calculated based on at least one of financial indicators for the target period, technical indicators relating to changes over time in financial indicators for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules. 12. The output means An information presentation device described in any of 9 to 11, which outputs the screen further displaying information indicating at least one other company whose state, identified based on at least one of financial indicators for the target period, technical indicators related to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules, is similar to that of the target company at a predetermined level or more. 13. The output means An information presentation device described in any one of 9 to 12, which outputs the screen further displaying information comparing the data of the target company with data of other companies whose states, identified based on financial indicators for the target period, technical indicators related to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules, are similar to the data of the target company at a predetermined level or more. 14. The computer An information presentation method that executes an output step of outputting a screen that displays information that is used to evaluate a target company, and that shows a growth / deterioration forecast for the target company after the target period, calculated based on at least one of financial indicators for the target period, technical indicators related to changes in financial indicators over time for the target period and prior to that period, and expert indicators generated by processing financial indicators for the target period according to predetermined rules. 15. Computer, A program that functions as an output means for outputting a screen that displays information that is used to evaluate a target company, and that shows a forecast of growth or deterioration of the target company after the target period, calculated based on at least one of the following: financial indicators for the target period, technical indicators related to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to specified rules. [Explanation of symbols]

[0094] 10 Information presentation device 11 Output section 12 Reception 1A processor 2A Memory 3A input / output I / F 4A peripheral circuit 5A Bus

Claims

1. A system comprising: a memory; and a processor connected to the memory; The processor executes the program stored in the memory, a calculation means for detecting a forecast condition satisfied by a target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for a target period, technical indicators relating to changes in financial indicators over time for the target period and prior to the target period, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an acquisition means for acquiring a plurality of pieces of material information, including the calculated growth and deterioration predictions, which are used to evaluate the target company; a receiving means for receiving an input for selecting at least one of the plurality of pieces of material information; and an output means for outputting a screen displaying the selected plurality of pieces of material information in an aligned manner when the plurality of pieces of material information are selected; An information presentation device that functions as an

2. The plurality of pieces of material information include information showing the transition of the evaluation score of the target company for each target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to the time-axis changes of financial indicators for the target period and before, and expert indicators generated by processing the financial indicators for the target period according to a predetermined rule; The information presentation device of claim 1, wherein the evaluation score is calculated by detecting the point conditions that the target company satisfies from among a plurality of predefined point conditions based on a plurality of the financial indicators, the technical indicators, and the expert indicators, and by summing up the added and subtracted points associated with the detected point conditions.

3. The information presentation device according to claim 1 or 2, wherein the plurality of pieces of material information include information showing the basis for the growth / deterioration prediction of the target company after the target period using at least one of financial indicators for the target period, technical indicators relating to the changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules.

4. An information presentation device as described in any one of claims 1 to 3, wherein the plurality of material information includes information indicating at least one other company whose state, identified based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that period, and expert indicators generated by processing financial indicators for the target period according to predetermined rules, is similar to that of the target company at a predetermined level or more.

5. 5. An information presentation device as claimed in any one of claims 1 to 4, wherein the plurality of material information includes information comparing data of the target company with data of other companies whose states are similar to the target company at a predetermined level or more, as determined based on financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that period, and expert indicators generated by processing financial indicators for the target period according to predetermined rules.

6. A computer comprising a memory and a processor connected to the memory, a calculation step of detecting a forecast condition satisfied by the target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for the target period, technical indicators relating to the time-axis changes in financial indicators for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an acquisition step of acquiring a plurality of pieces of material information, including the calculated growth and deterioration predictions, that serve as materials for evaluating the target company; a receiving step of receiving an input for selecting at least one of the plurality of pieces of material information; an output step of outputting a screen displaying the selected plurality of pieces of material information in a line when the plurality of pieces of material information are selected; A method of presenting information that:

7. A computer comprising a memory and a processor connected to the memory, a calculation means for detecting a forecast condition satisfied by a target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for a target period, technical indicators relating to changes in financial indicators over time for the target period and prior to the target period, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an acquisition means for acquiring a plurality of pieces of material information, including the calculated growth and deterioration predictions, which are used to evaluate the target company; a receiving means for receiving an input for selecting at least one of the plurality of pieces of material information; and an output means for outputting a screen displaying the selected plurality of pieces of material information in an aligned manner when the plurality of pieces of material information are selected; A program that functions as a

8. A system comprising: a memory; and a processor connected to the memory; The processor executes the program stored in the memory, a calculation means for detecting a forecast condition satisfied by a target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for a target period, technical indicators relating to changes in financial indicators over time for the target period and prior to the target period, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an output means for outputting a screen displaying information indicating a growth / deterioration forecast for the target company after the target period; An information presentation device that functions as an

9. The output means 9. The information presentation device according to claim 8, wherein the screen further displays information showing the basis for the forecast of growth or deterioration of the target company after the target period using at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules.

10. The output means outputting the screen further displaying information showing the transition of the evaluation score of the target company for each target period, calculated based on at least one of financial indicators for the target period, technical indicators relating to the time-axis changes in financial indicators for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to a predetermined rule; The information presentation device described in claim 8 or 9, wherein the evaluation score is calculated by detecting the point conditions that the target company satisfies from among a plurality of predefined point conditions based on a plurality of the financial indicators, the technical indicators, and the expert indicators, and by summing up the added and subtracted points corresponding to the detected point conditions.

11. The output means An information presentation device as described in any one of claims 8 to 10, which outputs the screen further displaying information indicating at least one other company whose state, identified based on at least one of financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules, is similar to that of the target company at a predetermined level or more.

12. The output means 12. The information presentation device according to claim 8, further outputting the screen that further displays information comparing the data of the target company with data of other companies whose states are similar to the target company at a predetermined level or more, as determined based on financial indicators for the target period, technical indicators relating to changes in financial indicators over time for the target period and prior to that, and expert indicators generated by processing financial indicators for the target period according to predetermined rules.

13. A computer comprising a memory and a processor connected to the memory, a calculation step of detecting a forecast condition satisfied by the target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for the target period, technical indicators relating to the time-axis changes in financial indicators for the target period and prior to that, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an output step of outputting a screen displaying information indicating a growth / deterioration forecast for the target company after the target period; A method of presenting information that:

14. A computer comprising a memory and a processor connected to the memory, a calculation means for detecting a forecast condition satisfied by a target company from among a plurality of predefined forecast conditions based on a plurality of financial indicators for a target period, technical indicators relating to changes in financial indicators over time for the target period and prior to the target period, and expert indicators generated by processing the financial indicators for the target period according to predetermined rules, and calculating a growth / deterioration forecast for the target company after the target period from the probability of growth or deterioration associated with the detected forecast condition; an output means for outputting a screen displaying information indicating a growth / deterioration forecast for the target company after the target period; A program that functions as a

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