Tips & Tricks

Every quarter companies report several variations of their shares outstanding which can create some confusion when valuing a company. There are 4 shares outstanding figures typically reported each period in a financial statement. They are: Basic shares outstanding Diluted shares outstanding Parenthetical shares outstanding Shares outstanding on the filing preparation date Basic Shares Outstanding Basic shares outstanding reflects the weighted average number of shares issues and outstanding for that income statement period. The figure is used to compute...

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Our Trading Comps model makes it super easy to run your peer group analysis in Excel. Simply enter the tickers symbols of your comps and the model updates itself with current data, multiples and ratios. The TagniFi Excel add-in is like a magic wand for corporate finance professionals. Sign up for TagniFi Plus to start automating your peer group analysis in Excel. ...

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“The value of any stock, bond or business today is determined by the cash inflows and outflows – discounted at an appropriate interest rate – that can be expected to occur during the remaining life of the asset.” – Warren Buffett On Monday Berkshire Hathaway announced it's purchasing Precision Castparts for $37 billion (here is our analysis of Precision Castparts from earlier in the week). One of the fascinating aspects of this transaction is that it provides us a...

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We recently updated the Ratio Analysis Excel model to include links to view the source filing where that period's data originated. Here is what the link looks like:   When a user clicks on "View 10-K" in this model they will be directed the the 10-K where we pulled the data for that period. Here is the link for the period in this model: http://www.sec.gov/Archives/edgar/data/789019/000119312513310206/0001193125-13-310206-index.htm Here is how we built this dynamic link in this model: The formula in this cell is: =HYPERLINK(F88,"View "&F89) Getting...

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