Financial Modeling For Equity Research

What is Financial Modeling For Equity Research?

Financial modeling for equity research involves the building of Excel models that an Analyst “covers” (typically a certain industry). These models include historical and forecast financial information, with a heavy focus on quarterly results vs guidance and Street estimates. Analyst models always include a Target Price calculation and are used for generating a recommendation to Buy, Sell, or Hold the stock.

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses.  To how how to build an excel model step-by-step, click on the image below.

financial modeling questions

Additional Questions and Answers

CFI is a the official global provider of financial modeling and valuation analyst FMVA Designation. CFI's mission is to help anyone become a world-class financial analyst and has a wide range of resources to help you along the way. In order to become a great financial analyst, below are some additional questions and answers for you to explore further:

Analyst Certification Program