New Excel Models

A model for evaluating a portfolio with its share of revenue, income and cash flow from each holding along with valuation multiples and growth rates.   Portfolio Look-Through Analysis

We’re excited to announce the release of our newest standardized industry template for insurance companies. The new Excel models for insurance companies contain industry-specific line items related to policies and...

Check out our newest Excel model analyzing the accounting quality of any commercial and industrial company in the TagniFi database. Simply enter a ticker symbol and the model calculates the...

Check out the new Company Tearsheet model for commercial and industrial companies. The Company Tearsheet is a one-page summary of a company containing a business description, business overview, filing summary,...

Our new Altman Z-Score Calculator model for Excel allows you to calculate an Altman Z-Score for multiple manufacturing and non-manufacturing companies. What is an Altman Z-Score?

Check out our new Revenue Growth Analysis model that highlights a company’s quarterly revenue trends and year-over-year growth rates. Simply input a ticker and the chart updates for that company....