Fundamental
Immediate Access to Robust,
Up-to-date Financial Models
4,000+ models across all sectors and caps.
Download models instantly as an unlocked Excel workbook.
Every KPI That Matters
Every model is updated for earnings announcements, restatements, and significant M&A in near real-time to include:
- Consensus data & real-time stock pricing linked to your data terminal
- Drivers cells for forecasting your assumptions
- Income statement + adjusted numbers, as reported
- Cumulative/quarterly cash flow statements and balance sheet
Consistency, No Bias
Models across all sectors are organized in a consistently structured layout to give you a familiar starting point:
- Historical = 10 years
- Forecast = 5 years of fully linked-up working forecasts
- Forecast drivers tuned to management guidance, consensus, and recent performance
Adaptable to Your Workflow
We provide standard and custom Excel worksheet drop-in templates (DCF, LBO, incremental M&A) that are directly linked to data in the company’s model so you can:
- Perform and repeat relevant analysis across multiple models in seconds
- Customize metrics
- Re-drive values
- Leverage our data while maintaining your proprietary way of valuing companies
Model and Data Quality Is Our Top Priority
Our 100+ person equity research team builds and updates models directly from company filings, using a stringent review process to ensure accuracy.
Manual Review
North America-based analysts build and update all models
Directly Sourced Data
From primary sources such as earnings reports and press releases
No Communication Gaps
Tightly-connected teams, across all functions
Tech-Enabled
Multiple layers of systematic quality checks in the modeling process
How We Build and Update Our Models
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Two analysts independently enter the data from the public filings
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Models are compared against each other by a proprietary software check
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Once validated, a sector specialist signs off
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A series of quantitative software checks is performed
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Email notification sent to download available model from the portal
