Where download the balance sheet in excel for the model

Hi all, i'd like to delevopment my first model, but where i can free download the balance sheet and income statement in excel of 1-2-3-4-5 years ago? maybe even for quarterly

13 Comments
 

If I'm understanding your question correctly, go to the Investor Relations section of a company webpage. Some of them have it in Excel, others don't. It really just varies company to company in terms of what format they provide it in. Otherwise, if you have access to a Bloomberg terminal, you can download various metrics into an Excel workbook.

 

Just go to the SEC website and type everything in manually. You'll learn more that way because of some psychology mumbo-jumbo my wife is always going on about.

Hoping for hedge life.
 
Best Response

Buddy...don't know if you just ignored the whole chain from above, but unless you have access to Bloomberg, Factset, SNL, etc, there is no good quality, free source that has the financials in excel for a wide range of companies.

Also, as mentioned above, you really shouldn't be using these sources as 1) the format isn't right, 2) these data aggregators may adjust the figures to standardize across an industry which is bad if you're trying to really understand a company from a bottom up perspective, and 3) in real life, associates and analysts have to manually enter it all the time.

At this point, your line of questioning is no longer productive and is a general waste of other people's time. I'm not trying to put you down, but it's been clearly explained above. Take it from someone in ER, if you were my associate and were this obtuse, I would not consider hiring you or, assuming you already were hired, would consider giving you a poor review.

Contrary to popular sentiment, there are such things as stupid questions. One such example would be repeatedly asking the same thing despite having already received clear and unambiguous answers multiple times.

 
"alessioto"

i'm sorry but i don't understand the above reply (my fault).
However now i am financial Analyst in the special situation Sector (distressed opportunities) but my goal is make the swich to equity Analyst (sell/buy side)

So you are currently a special situations analyst but a) have no idea where to find company financials, and b) have no access to any data sources?

 

Consectetur unde tempore maxime blanditiis eaque sed et architecto. Corrupti ab assumenda laudantium assumenda accusamus.

Voluptate adipisci aut eum quasi ex id. Omnis assumenda at quis et voluptas omnis consectetur. Sint quia tempore nesciunt provident et sit.

Quae et quaerat voluptas nostrum aut eum porro. Quia qui distinctio eos explicabo. Facere nemo iste et et error est suscipit officiis. Dolorem quae facilis laudantium autem corporis optio. Voluptatem officia quibusdam nihil fuga. Saepe nobis ipsum consectetur ut ea facilis.

Hoping for hedge life.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”