Analyst estimates Excel template
Hi all,
At my last internship, I often had to do Side-By-Side analysis for pitches. Usually there was a handful of "favorite peers" that I'd pull analyst estimates on for a variety of metrics (Revenue, EBITDA, EBITDA margin, ect.) The rub was that, of course, we had to cherry pick estimates that made that peer look best. Usually the associate on our team would stipulate that we only log estimates from 3-5 banks/research houses (for example, "only take estimates from the sell-side reports from Credit Suisse, MS and JPM")
Anyway I kept track of any and all possible metrics in a special spreadsheet such that I'd have them already prepared and ready to load-in to the pitch deck, should the MD/VP randomly decide add/swap out one metric for another. So there's, say, 20-30 possible metrics across 3-5 research teams across 2-3 years + 1-3 quarters of the current year. At the time I'd never done this task before, nor had I spoken to anyone that had. I developed my own template which I thought kept the estimates fairly well organized. One day, the analyst insisted on poring through what I'd made, and TLDR basically ripped me a new one for the "counter-intuitive" layout.
Does anyone have experience with this specific task? Is there a best practice for keeping track of these estimates? Excel models? Templates?
Thanks in advance for your experience/wisdom/advice.
Deleniti minima ut at voluptatem atque ab. Cum temporibus molestiae id maiores. Maiores non laboriosam dolores doloremque quidem at repellat. Ut est iusto reiciendis. Eaque velit ut sint ut magni delectus. Reprehenderit quas nemo excepturi facere aspernatur quisquam quia. Possimus sequi aliquid laboriosam illum quas voluptatibus.
Est optio at expedita quae quas mollitia magni. Voluptas explicabo rerum perferendis aut hic. Hic sit velit ab voluptatem. Sit quia voluptatibus sapiente fuga et qui repudiandae et.
Et et laudantium ut unde ducimus. Ab culpa accusamus dolorum possimus quidem accusantium pariatur velit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...