Fundamental Models and Data

Immediate Access to Robust,
Up-to-date Financial Models

4,000+ models across all sectors and caps. Download models instantly as an unlocked Excel workbook.

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Canalyst model spreadsheet

Every KPI That Matters

Every model is updated for earnings announcements, restatements, and significant M&A in near real-time to include:

  • Consensus data & real-time stock pricing linked to your data terminal
  • Driver cells for forecasting your assumptions
  • Income statement + adjusted numbers, as reported
  • Cumulative/quarterly cash flow statements and balance sheet
Consistently structured model layout

Consistency, No Bias

Models across all sectors are organized in a consistently structured layout to give you a familiar starting point:

  • Historical = 10 years
  • Forecast = 5 years of fully linked-up working forecasts
  • Forecast drivers tuned to management guidance, consensus, and recent performance
Drop-in Excel templates

Adaptable to Your Workflow

We provide standard and custom Excel worksheet drop-in templates (DCF, LBO, incremental M&A) that are directly linked to data in the company’s model so you can:

  • Perform and repeat relevant analysis across multiple models in seconds
  • Customize metrics
  • Re-drive values
  • Leverage our data while maintaining your proprietary way of valuing companies

Model and Data Quality Is Our Top Priority

Our 100+ person equity research team builds and updates models directly from company filings, using a stringent review process to ensure accuracy.

Manual Review

North America-based analysts build and update all models.

Directly Sourced Data

From primary sources such as earnings reports and press releases.

No Communication Gaps

Tightly-connected teams, across all functions.

Tech-Enabled

Multiple layers of systematic quality checks in the modeling process.

How We Build and Update Our Models

Two analysts independently enter the data from the public filings.
Models are compared against each other by a proprietary software check.
Once validated, a sector specialist signs off.
A series of quantitative software checks is performed.
Email notification sent to download the available model from the portal.

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