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
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