Accounting for Modelers · Statements
Build a Three-Statement Model from a 10-K
Go from a public company's 10-K to a working forecast: pull three years of history, turn it into drivers, forecast the income statement, roll the balance sheet, derive cash flow, and make it balance. The standard banking and buy-side build, step by step.
Step 1 of 7 · Overview45 min read ·
Key idea
Prereqs: The three financial statements; Linking the statements; Excel modeling skills. Next: Valuation › Discounted cash flow. Follows the Wall Street Prep / BIWS build order and SEC EDGAR filings; any large company's 10-K works, e.g. one of your thesis names.Next: 1. Get the data