Download Research Paper

The Value of Timely Supply Chain Data

Key Highlights

• Investors still appear to focus primarily on customer relationships, as first degree customer momentum remains a strong near-term factor and is especially affected by timeliness of the data; second degree customer momentum shows its effect after a significant delay and is ripe for acceleration with a timely data source.
• Supplier momentum is a weaker effect than customer momentum, but is still not fully incorporated into the market.
• Changes in profitability metrics can push or pull value up and down the supply chain, affecting the future performance of customers and suppliers; this is likely separate from volume-driven propagation because of its opposite directional effect.
• Information on unlisted company relationships is not fully incorporated in the market.
• Complex metrics like eigenvector centrality are not fully incorporated in the market, either statically or dynamically.
• Timeliness of the data matters significantly.