Unwritten - Analytics

Each chart shows key factors we use to link the firm to macro climate trends. We've shared this data so that our starting point is transparent—analysts can check that it aligns with their own data.

Revenue by Sector

Revenue by Country

Cost Breakdown

CapEx Breakdown

Each chart shows key factors we use to link the firm to macro climate trends. We've shared this data so that our starting point is transparent—analysts can check that it aligns with their own data.

Revenue by Sector

Revenue by Country

Cost Breakdown

CapEx Breakdown

A firm's exposure to climate risks and opportunities is driven by the markets and sectors in which it operates. We quantify this with an advanced application of scenario analysis — the best available framework for systematic analysis.

Our models are based on revenues rather than carbon costs, which provides a fuller and more credible picture of risk and opportunity.

SELECT A SCENARIO

Revenue trajectory in aggregate

Revenue by transition group

Scenario projection versus market base case.

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Costs trajectory in aggregate

Costs by transition group

Scenario projection versus market base case.

Scroll right for all columns

CapEx trajectory in aggregrate

CapEx by transition group

Scenario projection versus market base case.

Scroll right for all columns

A firm's exposure to climate risks and opportunities is driven by the markets and sectors in which it operates. We quantify this with an advanced application of scenario analysis — the best available framework for systematic analysis.

Our models are based on revenues rather than carbon costs, which provides a fuller and more credible picture of risk and opportunity.

SELECT A SCENARIO

Revenue trajectory in aggregate

Revenue by transition group

Scenario projection versus market base case.

Scroll right for all columns

Costs trajectory in aggregate

Costs by transition group

Scenario projection versus market base case.

Scroll right for all columns

CapEx trajectory in aggregrate

CapEx by transition group

Scenario projection versus market base case.

Scroll right for all columns

In addition to its exposure, each firm's ability to adapt to climate factors must be taken into account. It is not easy to capture this systematically, but there are quantitative indicators that offer a starting point for analysis.

Transition exposure vs peers

We segment revenue and CapEx by exposure to more than a hundred transition headwinds and tailwinds. Comparing a company's exposure to its peers proxies its ability to take advantage of climate opportunities and manage risks.

Exposure

Transition exposure vs peers

We segment revenue and CapEx by exposure to more than a hundred transition headwinds and tailwinds. Comparing a company's exposure to its peers proxies its ability to take advantage of climate opportunities and manage risks.

Exposure

Ability to invest vs peers

A firm's ability to invest in transitioning depends heavily on its general financial position. We compare this with peers in the same sector.

Cash Ratio

Cost of Equity

Cost of Debt

Ability to invest vs peers

A firm's ability to invest in transitioning depends heavily on its general financial position. We compare this with peers in the same sector.

Cash Ratio

Cost of Equity

Cost of Debt

Analytics to add climate change to your financial model.

Analytics to add climate change to your financial model.

Designed to integrate

Designed to integrate

Financially material

Financially material

Transparent and customisable

Transparent and customisable

Fundamentals

Exposure Analysis

Adaptability

Fundamentals

Exposure Analysis

Adaptability

Revenue

Costs

CapEx

Revenue

Costs

CapEx

Revenue

Costs

CapEx

Revenue

Costs

CapEx

Transition exposure vs peers

Transition exposure vs peers

Ability to invest vs peers

Ability to invest vs peers

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