Hi all,
I am currently working on a case study for a long only interview. I am currently looking to do rolling comps, is there any way I can do this without access to CapIQ or Eikon on my personal?
How do you do this for your case studies?
Thank you
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Based on the most helpful WSO content, if you don't have access to CapIQ or Eikon, there are still ways to perform rolling comps for your case study:
Company Filings: The most accurate way to gather data is by pulling directly from company filings such as 10-Ks, 10-Qs, and annual reports. This method ensures precision but can be time-consuming, especially if you're working with a large set of comps.
Equity Research Reports: If you have access to equity research reports, these can be a great resource for financial metrics, industry insights, and valuation multiples. Use keyword searches in your research portal to find relevant reports.
Publicly Available Data: Websites like Yahoo Finance, Google Finance, or Morningstar can provide basic financial data and valuation multiples. While not as comprehensive as CapIQ or Eikon, they can serve as a starting point.
Networking with Bankers: If you have relationships with bankers or professionals in the industry, you can ask them to share their latest comps pages. This approach can save time and provide you with up-to-date data.
Manual Spot Checks: If you're using data from a secondary source, ensure accuracy by spot-checking key metrics like EBIT or EBITDA against company filings. This step is crucial to maintain reliability in your analysis.
Excel Templates: Create or use pre-built Excel templates to organize and calculate rolling comps. This can streamline the process and make it easier to update data as needed.
If you're pressed for time, consider doing a mix of manual data gathering for a few key comps and using secondary sources for the rest. This approach balances accuracy with efficiency.
Sources: Spreading Comps - Hand spread vs. CapIQ Spread?, https://www.wallstreetoasis.com/forums/anyone-willing-to-share-a-pe-interview-case-study?customgpt=1, Citadel (Surveyor) Case Study/Modeling Test, Private Equity: How to Analyze a CIM Effectively?, What am I expected to know as an incoming ER SA?
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