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Equity Research Models Excel Template

Conduct professional equity research with comprehensive financial modeling, valuation analysis, and price target methodologies for institutional stock analysis.


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Master Equity Research with Professional Financial Modeling

Equity research requires sophisticated financial modeling, valuation analysis, and price target methodologies to provide institutional-quality investment recommendations. Our Equity Research Models template provides comprehensive tools to build financial models, conduct valuations, and develop price targets with professional-grade analytics.

From financial modeling to valuation analysis, build authoritative equity research. Built for equity research analysts, institutional investors, and investment professionals, this template helps you create comprehensive financial models, conduct valuations, and develop investment recommendations.

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Comprehensive Financial Modeling Framework

Three-Statement Financial Model

Build integrated three-statement models with income statement, balance sheet, and cash flow projections. Include historical analysis and detailed forward-looking assumptions.

Revenue & Growth Modeling

Model revenue growth with unit economics, pricing analysis, and market share projections. Analyze growth drivers, seasonality, and competitive dynamics.

Operating Leverage & Margin Analysis

Analyze operating leverage with fixed and variable cost structures, margin expansion opportunities, and efficiency improvements. Model operational scalability and profitability.

Working Capital & Cash Flow

Model working capital requirements, cash conversion cycles, and free cash flow generation. Analyze cash flow sustainability and capital allocation strategies.

Multi-Method Valuation Analysis

DCF & Intrinsic Value Analysis

Conduct DCF analysis with detailed cash flow projections, terminal value calculations, and discount rate analysis. Perform sensitivity analysis and scenario modeling.

Comparable Company Analysis

Analyze comparable companies with trading multiples, peer group selection, and relative valuation metrics. Apply appropriate adjustments for size, growth, and profitability.

Price Target Methodology

Develop price targets using multiple valuation methods with target multiples, sum-of-the-parts analysis, and probability-weighted scenarios. Include upside and downside cases.

Risk Assessment & Scenario Analysis

Conduct risk assessment with key risk factors, scenario analysis, and stress testing. Evaluate investment risks and potential catalysts.

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Frequently Asked Questions

What type of financial models can it build?

The template builds integrated three-statement models with income statement, balance sheet, and cash flow projections. It includes historical analysis and detailed forward-looking assumptions.

How does it handle valuation analysis?

The template provides multiple valuation methods including DCF analysis, comparable company analysis, and price target methodologies. It includes sensitivity analysis and scenario modeling.

Can it develop price targets?

Yes, the template develops price targets using multiple valuation methods with target multiples, sum-of-the-parts analysis, and probability-weighted scenarios including upside and downside cases.

Does it include risk assessment?

The template includes comprehensive risk assessment with key risk factors, scenario analysis, and stress testing. It evaluates investment risks and potential catalysts.

How does it support investment recommendations?

The template provides frameworks for investment recommendations with buy/sell/hold ratings, price targets, and risk-reward analysis. It includes recommendation justification and supporting analysis.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Deliver Professional Equity Research

Professional equity research modeling tools to build financial models, conduct valuations, and develop investment recommendations with institutional analysis.

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