Category: Analyst Best Practices

From Good to Great: How to Make the Leap When Building a Financial Model

Everyone has a different approach to modeling, but there are some key factors that separate good and great models. In this article, we'll go through the characteristics of great models, and how to improve model-building.
Banner image illustrating strategic use of Remaining Performance Obligations (RPO) for SaaS companies

Strategic Use of Remaining Performance Obligations in SaaS

Remaining Performance Obligations (RPO) reveal future revenue insights for SaaS companies. Learn about RPO under ASC 606 and its role as a key SaaS metric.
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What does regression analysis allow banking professionals to do?

Learn how regression analysis in banking empowers professionals to make data-driven decisions, mitigate risks, and boost growth with AI-powered models.
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What is something to watch out for when using financial ratios?

Learn the key pitfalls when analyzing financial ratios. Understand how to avoid misinterpretation in financial ratio analysis for better investment decisions.
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How Data Analytics in Banking and Financial Services Drives Innovation

Data analytics in banking empowers financial services to predict trends, reduce risks, and deliver personalized experiences, driving industry transformation.
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Top 5 Tools for Generating Reports from Excel Data

Discover tools for generating Excel reports, automating workflows, and creating precise visualizations to improve decision-making.
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Automating Financial Spreading: Tools and Techniques

Automating Financial Spreading with AI tools streamlines data extraction, enhances risk assessments, and ensures compliance with real-time updates.
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Using Historical Financial Data to Make Informed Investment Decisions

Leverage historical financial data to improve decision-making. Learn how AI-driven tools simplify the process for business and investment strategies.
Why investors use financial statements in fundamental analysis to evaluate company performance

Why do investors use financial statements in fundamental analysis?

Financial statements in fundamental analysis reveal a company’s financial health, profitability, and stability, helping assess its intrinsic value.
Where to Find Financial Ratios for Companies

Where to Find Financial Ratios for Companies

Financial ratios can be found in company financial statements, SEC reports, annual and quarterly reports, financial databases, and investor relations websites.

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