Getting Started
Figuring out what a company’s really worth takes a few steps—but it doesn’t have to be complicated.
Watch our quick video to see how you can build models, tweak assumptions, and track your favorite stocks right in your browser.
We’ve also packed in more resources to help you along your investment journey.
Understanding the Business
-
- General overview of the business.
-
- Understand key financial metrics such as margins and leverage.
-
- (Premium Option) View revenue breakdown by geographic location and product or service.
Estimating an Intrinsic Value
-
- Browse the list of valuation models and select the one that applies to the company.
- For help deciding, check out the "how to choose" diagram in our FAQ section.
-
Calculating the Estimated Value of the Business (per share)
- Once a valuation model is selected, the website automatically gathers the necessary financial data (Income Statements, Balance Sheet, Cash Flow Statements, etc.) and calculates an estimated value.
- The value is based on historical averages, so it’s recommended to adjust the assumptions according to your expectations for the company's future performance.
Staying Updated
- The Stock Watchlist
- Stay updated as the watchlist calculates real-time models based on newly published financial data.
- Receive notifications when your valuation reaches a specified threshold.
- Track key activities like insider trading, SEC filings, earnings call transcripts, and news.
Other Resources
Financial Models Documentation
- Valuing financial service firms (banks, insurance companies and investment banks)
- Dividend Discount Models Documentation
- Excess Return Models
Complete Model Editor Documentation
- Developer's Guide: Our complete documentation on Read the Docs covers all the steps and functions for writing valuation models in the code editor.
Join our Discord Community
Have questions, opinions to share, or just want to chat? Join Discord Community
