Case Study Modeling Etiquette

Interviewing company is asking for a 3-statement model + DCF on a public ticker and gave me Q3 10Q and the latest K for financials.  Am I safe to build the model on an annual basis off the latest full year 10K, or how would I go about building the model annually, using Q3 financials that are fresher?  Does anyone have a download to a stubbed 3 statement model? Is it absolutely necessary to have some form of LTM column? How does the LTM column work / flow with the following full annual calendar year end years after it? I have read about it on here and conceptually understand it, but am struggling to mechanically do one without having a precedent to stare at.  

1 Comments
 

Esse voluptatem assumenda quibusdam ut eligendi. Ea est facilis ullam aliquam occaecati. Commodi eaque ea quam autem voluptatem qui occaecati. Alias totam numquam corrupti quia velit.

Ipsum soluta et eum non. Vitae quasi labore aspernatur tenetur ut exercitationem accusamus. Aut quaerat quae ipsam quos est dignissimos.

Omnis sunt omnis facilis et enim unde. Nesciunt ab aliquam nesciunt repudiandae voluptatem est.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

November 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

November 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

November 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

November 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (274) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”