Summary After the Federal Reserve announced tepid expectations for the economy in 2019, the BEA reported strong 1st-quarter growth in real GDP. The gains should bolster confidence in the...
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
Hot off the presses is our free Quarterly Economic Update for the 4th quarter of 2018. You are welcome to include the update in your reports, just copy and paste....
Hot off the presses is our free Quarterly Economic Update for the 3rd quarter of 2018. You are welcome to include the update in your reports, just copy and paste....
We’ve been busy improving the TagniFi For Excel add-in. Here is what we’ve just released in version 4.15: Performance Improvements – This version is 200% faster than previous versions which...
We’re very excited to announce our two newest datasets available in TagniFi For Excel: TagniFi Estimates and TagniFi Recommendations. TagniFi Estimates is a point-in-time dataset of analyst estimates for more...
We’re pleased to announce a new Company Search Tool that expands the fields available for searching the TagniFi database. Searches can still be accessed from Excel > TagniFi > Company Search. We’ve also...
We’re excited to announce our newest dataset called TagniFi Profiles which includes some really great content on all of the companies we cover, which is approximately 6,000 at this point....
Companies typically only report their cash flow statements on a year-to-date basis. For example, a 3rd quarter filing will typically include a cash flow statement for the 9-month period ended...
We’re excited to announce the availability of Trailing Twelve Month (TTM) data in TagniFi Fundamantals. The new TTM data makes it easy to analyze the twelve month period for any...
See how TagniFi is saving business valuation professionals thousands of hours by streamlining their guideline public company approach. Simply enter the ticker symbols and valuation date into the Excel model....
Every quarter companies report several variations of their shares outstanding which can create some confusion when valuing a company. There are 4 shares outstanding figures typically reported each period in...
One of the peculiarities about corporate financial statements is that companies generally do not report fourth quarter income statements. They report data for the full year but very rarely do...
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,...
In this video we walk through an example of using the TagniFi Discounted Cash Flow (DCF) Excel model to value a stock. TagniFi makes it easy to run your DCF...
An introduction to the TagniFi Excel add-in including an example of using the Function Builder to start a financial model with data from TagniFi Fundamentals.