Rolling Comps

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:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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?