PIMS® Data

What drives business performance, measured.

PIMS® links the market position, operations, and cost and capital structure of more than 4,300 business units to their financial results. The data comes from confidential management accounts, collected between 1967 and today and never published.

Used to set targets, value investments and evaluate AI models.

What each record links
Competitive position
Market environment
Value chain and operations
Cost and capital structure
Performance outcomes: profitability and growth
For the same business unit, over 3 to 12 years.
4,300+
business units
×
3–12
years tracked each
=
25,000+
business-years of panel data

12,675 three-year observations · 477 variables each · 95.7% complete · 1967 to date

Who it is for

Who works with PIMS® data

AI labs and evaluation providers

Test how well models judge strategy and performance, on thousands of real business records no model has seen.

Strategy and consulting firms

Set targets and test recommendations against the outcomes of structurally comparable businesses, not general case studies or industry averages.

Investors and private equity

Compare a company's actual return with its PAR. Below PAR can signal unrealised potential, above PAR a likely decline. For due diligence or a whole portfolio.

Company leaders use the same data through Strategic Benchmarking. Researchers can request the brochure.

Why the data is different

Recorded where decisions are made, and followed over time.

Most business data
PIMS®
Level
Group accounts that blend several businesses
One business unit, with its own market, competitors and customers
Time
Snapshots at one point in time
The same unit followed for 3 to 12 years
Source
Surveys and public filings
Confidential management accounts, collected at the time
Availability
Public
Never published and not part of any AI training dataset to date

Every variable has a maintained definition, so a business measured in 1985 is directly comparable with one measured today, and an industrial supplier with a consumer brand.

For AI labs

The data AI models have never seen.

AI models learn from public text. Confidential management accounts are not part of it, and neither is what those businesses went on to report. PIMS® holds both, for 12,675 real cases.

Unseen by any model

The records have never been published and are not part of any AI training dataset to date. Cases held back for evaluation stay unseen.

A real outcome for every case

Each record links a business's position and choices to the results it reported years later. Judgement questions get an answer that actually happened.

Thousands of real cases

Each of the 12,675 observations can become a task. No formula gives the answer, so a model has to judge, and tasks stay hard as models improve.

Real businesses, not fictional worlds

Agent environments can be built around an anonymised PIMS® business, with later years held back. Its figures fit together the way a real business's do.

What a task built from PIMS® data looks like

A task is one test question for a model, with a known answer.

Task
A business unit holds a smaller share than its leading competitors, its customers rate its quality below theirs, and it invests heavily relative to sales in a slow-growing market. What return on sales does it report three years later?
Model
Model's estimate: __ %
PIMS
Reported return on sales, three years later: __ %

The answer is what the business actually reported.

Anonymised extracts and a data dictionary are available under NDA, or we build and run task sets in our own environment.

Talk to the data team →
What the data covers

What's in the data

477 variables per business unit, in five groups.

What each group covers

Competitive position
Market share, relative quality, relative price, customer value
Market environment
Market growth and structure, customers and competitors
Value chain and operations
Vertical integration, productivity, capacity use
Cost and capital structure
Cost structure, investment intensity, capital allocation
Performance outcomes
Profitability and growth

Business units by industry group

Components for finished products
878
Consumer non-durables
784
Supplies and consumables
687
Raw or semi-finished materials
602
Capital goods
556
Consumer durables
453
Retail, digital and services
359

The data at a glance

What is one record?

One strategic business unit (SBU) over one three-year window: its market position, operations, cost and capital structure, and the financial results that followed. The database holds 12,675 such observations.

How many business units, and for how long?

More than 4,300 units, each tracked year by year for 3 to 12 years. Together that is more than 25,000 business-years of panel data.

Which regions and industries?

North America, Europe and Asia, across every major industry group. North American, manufacturing-intensive businesses from before 2000 are the most heavily represented.

Which period does it cover?

1967 to date, with contributions continuing.

How complete is it?

95.7 per cent: 5,783,513 values in 6,045,975 possible fields.

How is it documented?

Every one of the 477 variables has a maintained definition, formula and collection protocol. The data dictionary is available under NDA.

What is excluded?

Pre-revenue and very early-stage businesses. Their results reflect start-up choices more than competitive position and would blur the link between position and performance the data is built to measure.

Is it in any AI training set?

No. The records have never been published and are not part of any AI training dataset to date. They cannot be reconstructed from public sources.

In what form is it delivered?

Agreed with each client: anonymised extracts, evaluation task sets, analyses run by our team, or full access under licence.

Who holds the rights?

pims.ai | malik holds the database and all rights to it, so licences and exclusive arrangements can be agreed directly.

Models

Models built on the data

Six decades of analysis on the data condense into nine basic findings on business strategy. The models below turn them into estimates for a specific business.

Profit Potential Analysis (PAR®)

up to 75%
of variation in long-term profitability explained
15
structural factors
~4 yrs
to close half the gap to PAR

Estimates the return on sales a business can sustain from 15 structural factors across competitive position, market environment, and cost and capital structure. They are leading indicators, so PAR predicts profitability rather than reconstructing it.

Variation in long-term profitability, approximate shares

Competitive position ~30%
Cost and capital structure ~30%
Market environment ~15%
Not explained ~25%

Strategic Peer Analysis (ROLA®)

PIMS® database: 12,675 observationsClosest peersTarget businessOther observationsvsWinners (top half)Losers (bottom half)

Finds the businesses most structurally similar to the one analysed, its strategic peers, and splits them into winners and losers to show which differences account for the gap.

Cause-Effect Model

A network of strategic variables linked, directly and through each other, to profitability, growth and cash flow

Maps the direction, size and order of the links between strategic variables and outcomes: which levers move profitability, growth and cash flow, directly or through other variables.

PAR in practice

How a 4-point gap was closed without a price war

Fictional example

Return on sales

6%

Actual

10%

PAR

8.5%

Three years later

  1. 1

    Situation

    A packaging business unit sells to food manufacturers. Return on sales has sat at 6% for three years. Management is split between cutting prices to win share and investing in quality.

  2. 2

    PAR

    Its structural profile supports 10%. The 4-point gap comes from inside the business, not from the market.

  3. 3

    Strategic peers

    The winners among its closest peers differ in two places: customers rate their quality higher, and they invest less relative to sales.

  4. 4

    Decision

    Fix product quality and delivery reliability first. Delay the planned capacity expansion. No broad price cuts.

  5. 5

    Result

    Three years later return on sales is 8.5%. More than half the gap is closed.

Access

Ways to work with the data

Every arrangement is shaped around how the data will be used and agreed under licence. Three routes are open:

01

Evaluation and analysis

Work with results, not records. Record-level data stays with us.

  • Custom analysis for your question
  • Your AI model run against held-out PIMS® cases
  • Aggregated benchmarks and model outputs
Discuss a project →

02

Licences and extracts

Work with the data yourself, under NDA and licence.

  • Anonymised extracts for defined research questions
  • Evaluation task sets with answer keys
  • Secure workspace in an environment we control Coming soon
Request a licence →

03

The full database

Long-term or exclusive rights to the complete database, including use for model training.

  • All 4,300+ business units and 477 variables
  • Joint research or products, with our team
  • Terms agreed directly with pims.ai | malik
Start the conversation →
About

Six decades of research

1960s

General Electric

PIMS® (Profit Impact of Market Strategy) starts as a study of what drives business success.

1970s

Harvard Business School

A multi-company programme, later run by the Strategic Planning Institute in Cambridge, Massachusetts. Participants include Siemens, Nestlé and P&G.

1987

The PIMS® Principles

Buzzell and Gale summarise the findings. Further PIMS® research is published in Harvard Business Review, Strategic Management Journal, Journal of Marketing and Long Range Planning.

Today

pims.ai | malik

Maintains and extends the database from London, with statistics and machine learning.

PIMS lineage: General Electric, Harvard Business School, Strategic Planning Institute, PIMS, 3i, University of St Gallen and MZSG, pims.ai | malik

PIMS – the broadest and best management database in the world – is the only source of strategic principles based on fact rather than opinion.

Larry Light
Former Chief Marketing Officer, McDonald's

Check whether PIMS® fits your question.

For a sample extract or the data dictionary under NDA, talk to the data team. The brochure covers coverage, variables, models and access options.