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 investments. This makes comparing insurance companies a snap. Here are the links to the new insurance models:
Annual Balance Sheet
Annual Income Statement
Annual Cash Flow Statement
Quarterly Balance Sheet
Quarterly Income Statement
Quarterly Cash Flow Statement
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 Beneish M-Score and and Piotroski F-Score for the selected company. Here is some background on each of these accounting quality measures:
Download the Accounting Quality Analysis Model
What is the Beneish M-Score?
"The Beneish model is a mathematical model that uses financial ratios and eight variables to identify whether...
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, capital structure, price and volume, growth rates and valuation ratios....
Check out our new Revenue Growth Analysis model that highlights a company's quarterly revenue trends and year-over-year growth rates. Simply input a ticker and the chart updates for that company. Get started today for only $49 per month....
We love helping our clients. We also love hearing how much they love our product. One of our business valuation clients recently told us we're saving him $5,000 on each guideline public company approach. Here is how he arrived at that figure:
The TagniFi Way
The Old Fashioned Way
Hours to Collect 5 Years of Financial Data (Per Company)
Number of Comparable Companies
Total Hours to Collect Financial Data
Hours to Search for Comparable Companies
Hours to Calculate Multiples, Ratios and Metrics
Total Hours per...
Imagine if you could pull any financial statement from any company into any spreadsheet? You can with the TagniFi Excel add-in. Here is a video walk through of some of the models we've made available in Excel.
We're excited to announce our latest Excel model for analyzing Trading Comps for the commercial and industrial industry template. The Trading Comps model allows you to compare up to 20 commercial and industrial companies including measures on valuation, growth, liquidity, and leverage. All figures in the model are computed as of the latest closing price.
Our new Portfolio Tracker model makes it easy to keep track of stocks and pounce when one of your favorite companies hits your price target. Simply hit Refresh Data in the TagniFi Excel menu to update the model with the latest closing prices for your list of companies. The model uses a margin of safety to determine if the company is undervalued, overvalued or fairly valued compared to your target price.