How do you actually build your football fields — CapIQ, template, or from scratch?

Curious how people here handle these day to day. Building one properly — pulling comps, running the DCF sensitivities, layering in analyst targets and 52-week range, then formatting the chart — still eats a couple hours even with a decent template.

Few questions for the group:

  1. What's your setup — CapIQ/FactSet plug-ins, a firm template, or Excel from scratch?
  2. What part takes the longest / annoys you most?
  3. For those who went through recruiting recently — did you build these for interview prep, and what did you use?
  4. Has anyone found (or tried to find) a tool that just generates the whole thing from a ticker? Would that even be trusted, or does everything need to be defensible line-by-line?

Asking partly because I'm exploring whether this is automatable end-to-end and want to know if the manual process exists for a reason or just inertia.

3 Comments
 

I'm exploring building a tool that generates these from a ticker and I'm trying to figure out if the manual process exists for defensibility reasons or just inertia before I sink more time into it. Not selling anything, nothing to link. Genuinely want to know what your setup is and what part you'd actually want automated.

 

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