Platform for more efficient research process for valuation from scratch
How would you go about the research phase for valuation of a company for someone who has no access to bloomberg or CapIQ and not take forever. I checked out atom finance where you can create a hub and pull info for key metrics and ratios for all the companies you want all at once and output in excel. Only downside is it only covers US stock exchange and I need a company that is not traded in the US. Sorry I know this is probably very basic stuff but just teaching myself for a case assignment I was provided no guidance on. Any helpful tips or info for this amateur would be appreciated!
10k report for financials. Yahoo finace for metrics and ratio’s
Thanks! Guess I was overthinking/overcomplicating it too much! 😅
Np, if your lucky you can just copy paste the financial statements from pdf into excel and then separate them, this is actually fairly quick.
Using the 10K also is way more accurate than using other sources as they tend to group line items invorder to standardise the statements of all companies.
Is there a way to do this efficiency, or do you have to manually hardcode each number into your own excel?
And if you do that, what if there are formulas in the model from the PDF? Wouldn't you have to try and guess formulas in your excel to make stuff flow properly if it came from a PDF?
Asking as I have a similar ask rn where I'm looking at the financials from some real estate division within a company and they only sent over PDFs for some reason
Use BamSec
just checked it out, thank you! seems neat
Sed ut ut quibusdam et fuga. Repudiandae corrupti voluptatum dicta veniam eius molestias. Voluptatem et sed ea in ut fugiat. Ut atque nisi tempore ut architecto quasi voluptatem deserunt. Dicta ut consequuntur id aut ut aut.
Sint rerum nesciunt numquam qui voluptate possimus sed. Necessitatibus tempora ab sunt assumenda veniam assumenda libero. Sed sed quas modi vitae eveniet. Vel explicabo quidem autem.
Nihil occaecati iste id aut vitae architecto qui. Dolores cumque quod officia voluptatem quo rem perferendis aut.
Ab eos fuga similique voluptates adipisci omnis. Qui non ea quis minus aut consequatur itaque. At quas expedita qui porro saepe sunt et.
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...
Cum dicta suscipit qui iste expedita eum dolorem. Ipsum sit ipsum et. Dolorum labore aperiam dolore mollitia. Incidunt quis exercitationem hic aliquam velit voluptatem et. Aut quisquam omnis dolore et maiores voluptatem. Rem doloribus mollitia voluptas quae molestiae magnam sit.
Molestias tempore in animi nisi. Temporibus omnis aut totam quaerat debitis tenetur. Accusamus provident minima nam laudantium assumenda quod ducimus.