How Canalyst
Works

Immediate Access to Robust,
Up-to-date Financial Models

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.

Request a Demo

Every KPI That Matters

Every model is updated for earnings data, restatements, and significant M&A in near real-time to include:

  • Consensus data & real-time stock pricing linked to your data
  • Drivers cells for your assumptions
  • Income statement + adjusted numbers, as reported
  • Cumulative/quarterly cashflow and balance sheet

Consistency, No Bias

Company-specific operating stats drive the model. Models across all sectors are organized in a consistently structured layout to give you a familiar starting point:

  • Historical = 10 years
  • Forecast periods = 5 years of fully linked-up working forecasts
  • Drivers tuned to management guidance, consensus, and recent performance

Adaptable to Your Workflow

We provide custom Excel worksheet drop-ins (DCFs, LBOs, comps) that are linked directly to company-specific model data so you can:

  • Customize metrics
  • Re-drive values
  • Leverage our data while maintaining your proprietary way of valuing companies

Model Quality Is Our Top Priority

Our 60+ person equity research team builds and updates models directly from company filings, using a stringent review process to ensure accuracy.

Manual Review
Manual Review

Analysts in North America enter all data

Directly Sourced Data
Directly Sourced Data

Straight from earnings reports

No Communication Gaps
No Communication Gaps

100% in-house team, across all functions

Tech-Enabled
Tech-Enabled

Multiple layers of systematic quality checks built in

How We Build and Update Our Models

  1. Two analysts independently enter the data from the public filings

    Two analysts independently enter the data from the public filings

  2. Models are compared against each other by a proprietary software check

    Models are compared against each other by a proprietary software check

  3. Once validated, a sector specialist signs off

    Once validated, a sector specialist signs off

  4. A series of quantitative software checks is performed

    A series of quantitative software checks is performed

  5. Model is available for download, through email notification, or as an automated update to your model from the prior period

    Email notification sent to download available model from the portal

Want to Learn More? Request a Demo