Model Builder
Analyze financial statements and build valuation models in one place.
Benefits of the Model Builder:
- No coding required
- Build financial models using an intuitive visual interface
- Calculate your own metrics using extensive market data and financial statements
- Save models and reuse them across companies
Build your model using components
You assemble a model by adding components and arranging them in the order you want.
- Tables and Charts display time-series data from financial statements and market data.
- Assumptions lets you define inputs (growth rates, margins, discount rates) and use them to forecast.
- Results and Final Value summarize your model and enable advanced workflows like Reverse Solve.
- Description is for notes and documentation, and Code Block is optional for advanced custom logic.
Annual and quarterly data
For time-series components, you can switch between annual and quarterly views.
In annual mode, you can also include LTM (last twelve months) for smoother, more up-to-date analysis.
This makes it easy to compare high-level trends with the most recent quarterly changes without leaving your model.
Custom metrics and forecasting
Use components to compute your own custom metrics (for example: margins, per-share values, and ratios specific to your strategy).
Combine Assumptions with statement data to build forecasts, then surface the outputs in Results.
When you set a Final Value, you can use Reverse Solve to find an assumption that matches a target valuation.
