How Canalyst
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 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
Analysts in North America enter all data
Directly Sourced Data
Straight from earnings reports
No Communication Gaps
100% in-house team, across all functions
Tech-Enabled
Multiple layers of systematic quality checks built in
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
