3Q 2020 Investor Presentation
BvD + RDC Makes Us a Leading Global Player in KYC
Improved accuracy and streamlined decisions
» Bureau van Dijk accelerating growth with Moody's: BvD post acquisition
revenue growth of ~16% and adjusted operating margin² of ~52%
>> BVD + RDC creates a leading provider of data for compliance-related use
cases
>> The KYC space is a $900M market with ~18% 5-yr CAGR³
>> 2019 pro forma combined compliance product sales of ~$150M4
Expect combined sales to more than double by 20235
» Complementary assets:
RDC's Global Risk Information Database (GRID): over 12.7+ million profiles
of risk-related organizations and individuals
Worldwide entity and ultimate ownership data from BvD's Orbis database
and Compliance Catalyst tool
BvD
381M+
PUBLIC & PRIVATE
ENTITIES
RDC
12.7M+
RISK PROFILES
198M+
155M
ACTIVE OWNERSHIP BENEFICIAL
LINKS6
+
1,100
OWNERSHIP7
1.8M
MONITORED LISTS
POLITICALLY
EXPOSED
PEOPLE
RD&A
1.
2019 revenue growth. 2018 revenue includes the impact of $17M of revenue reductions relating to previous adjustments
to deferred revenue recorded as part of acquisition accounting.
2.
Direct adjusted operating margin for Bureau van Dijk for full year 2019. Excludes the allocation of corporate overhead
expenses.
4597
4.
Pro forma estimate assuming RDC owned for full year 2019.
Guidance as of February 12, 2020.
6.
As of October 15, 2020.
7.
3.
Source: Burton-Taylor, "AML/KYC Data & Services Global Sizing 2019", November 2019; Moody's Analytics estimates.
Beneficial owner is any individual or individuals who ultimately own or control an entity. Beneficial ownership
calculated based on ownership links: 5% threshold at all levels. As of September 30, 2020.
MOODY'S
3Q 2020 Investor Presentation - November 11, 2020
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