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.


Financial Modeling for Equity Research

Additional Questions and Answers

CFI is 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:

  • What are the types of financial models?
  • What is sensitivity analysis?
  • What is bookkeeping?
  • What are the most common valuation methods?

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses, offered 100% online.

To learn How to Build an Excel Model step-by-step, click on the image below.

financial modeling questions and answers

Analyst Certification Program

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