Insights
What the data says this quarter.
Multiples, deal activity and cost-of-capital movement, written by the analysts who maintain the dataset. Published as the quarter closes — no gated forms.
Capital IQ: Reviews, Features, Pricing and Alternatives (2026 Update)
It's no secret that Capital IQ (commonly referred to as CapIQ in the industry) is a pioneer in the financial data industry. Since its founding in 1998, Capital IQ…
Q2-2026 Quarterly Economic Update
"Inflation remained elevated on a year-over-year basis, with energy prices remaining a significant contributor to inflation"
PowerComps by TagniFi Surpasses 1,500 Private Deals Milestone and Continues to Grow
"Middle-market advisors appreciate our credible, detailed comp information to guide their clients and investors who often come to market with country-club valuation…
TagniFi Surpasses 1,000 Industry and Economic Research Reports
"As valuation scrutiny continues to increase—from auditors, regulators, tax authorities, and courts—access to reliable, current market intelligence has never been…
Find Comparable Deals Faster: Introducing the "Only Deals With Multiples" Toggle
"you can combine it with any other filters — deal type, industry keywords, acquirer type, date range — to zero in on exactly the comparables you need."
Q1-2026 Quarterly Economic Update
"The Fed revised the short-term inflation outlook upward and modestly increased the GDP growth projections, while the unemployment forecast remained unchanged."
PowerComps now exports straight to PowerPoint
Exhibit formatting, medians and quarterly trends, ready for the report.
PowerComps Middle Market Update for Q1-2026: Quality Over Quantity
“The only certainty is that nothing is certain.” — Pliny the Elder
Guideline Public Companies: Good Comps vs. Perfect Comps
"In reality, the most credible valuations are built not on perfection, but on disciplined imperfection—where good comps, thoughtfully selected and rigorously…
Introducing the New TagniFi Function Builder
"From comparable company analysis to real-time market insights, the Function Builder removes friction and accelerates your workflow—so you can stay focused on the…
New Excel Model: Corporate Yield Curve Navigator
"in today’s market, it’s not enough to know where rates are. You need to understand what they mean."
New Industry Report: Cosmetics and Beauty Supply Stores
"In the U.S., the industry is projected to hit $39 billion, growing steadily at a 3–4% CAGR, led by the premium and specialty beauty segments."
Using Closed-End Funds to Support a Discount for Lack of Control: Introducing the Closed-End Fund Tearsheet
"TagniFi has introduced the Closed-End Fund Tearsheet, an Excel model designed specifically for valuation professionals performing DLOC analysis"
Q4-2025 Quarterly Economic Update
"Capital markets posted gains in the 4th quarter, shaking off economic uncertainty, a rising inflation outlook, and higher import tariffs."
The “Known or Knowable” Standard in Business Valuation: Precision, Prudence, and Professional Judgment
"The known-or-knowable standard requires analytical integrity. True point-in-time data makes that integrity operational."
A Deeper, More Quantitative Private Company Database
"This release introduces richer quantitative insights—updated monthly—to help you assess momentum, scale, and commercial traction with greater confidence"
10 Reasons Business Valuation Firms Prefer TagniFi Over Capital IQ
"TagniFi wasn’t retrofitted for valuation—it was built for it from day one, which means every feature is optimized for your workflow, not the large investment…
Q3-2025 Quarterly Economic Update
"Capital markets posted sharp gains in the 3rd quarter, shaking off economic uncertainty, a rising inflation outlook, and higher import tariffs."
TagniFi Launches TagniFi Research, Expanding Platform With Industry and Economic Insights
"TagniFi Research provides access to in-depth industry reports covering more than 350 U.S. industries, along with quarterly economic updates to help financial…
TagniFi Adds Over 90,000 Corporate Bonds to Its Financial Data Platform, Expanding Fixed Income Coverage and Yield Analytics
"The new bond dataset includes detailed issuer information, pricing, yields, and historical performance—all integrated seamlessly with TagniFi’s search console."
PowerComps by TagniFi: Market Conditions Q3-2025
"PowerComps contributors reported on 184 transactions valued between $1 million and $1 billion in the 12-month period, averaging 7.7x adjusted EBITDA."
TagniFi Launches PowerComps: A Powerful Database for Analyzing Middle Market Transactions
"PowerComps fills a massive gap by bringing transparency to middle market valuations without compromising confidentiality"
Introducing Enhanced Lists – Now with Custom Columns and Dataset-Specific Organization
"Add the exact information you need to your lists. For example, enhance an investor list with contact details, investment focus areas, or deal criteria."
10 Reasons Why M&A Advisors Are Moving From PitchBook to TagniFi
"TagniFi specializes in the lower and middle market, where most M&A advisors operate."
Never Miss An Opportunity With TagniFi Email Alerts
"Whether you're sourcing deals, screening companies, or conducting market research, these alerts keep you proactive—not reactive. It’s a powerful way to enhance…
How Can I Find the Perfect Financial Buyer for My Company?
"Our new Portfolio Company Keyword Search Tool is designed to streamline the process of identifying the best financial buyers by focusing on what truly matters—the…
PitchBook: Reviews, Features, Pricing and Alternatives (2025 Update)
Since its founding in 2009, PitchBook has become a leader in the financial data industry by building a comprehensive database of venture capital and private equity…
Q2-2024 Quarterly Economic Update
"A frequent bright spot for the economy in recent years, the job market dimmed slightly in the 2nd quarter of 2024, with unemployment rising, labor force…
Q2-2024 M&A Update: Mid-Year Deal Volume Declines
“While sellers report strong pipelines of businesses prepping for sale in the fall, buyers continue to express concern regarding the quality and performance of…
5 Reasons Why TagniFi Is Recognized By The Big 4 Audit Firms
“I’d say at least half, if not considerably more, are reviewed as part of the audit process and many of those are Big 4, or Global 6 firms.”
UBPR Bank Data Now Available on TagniFi
“This wealth of information helps users understand a bank's financial condition, performance trends, and comparative standing within the industry.”
Q1-2024 Quarterly Economic Update
"In light of the 1st quarter data, the Federal Reserve foreshadowed a wait-and-see plan that may delay the expected reversal of its hawkish interest rate policy."
3 Ways To Find The Perfect Middle-Market Buyer
“These strategic-financial buyers are much more likely to acquire a company in your client's industry since they know the market and have the expertise to integrate…
Financial Statements vs. Footnotes: Which Is The Champ?
“Investors who neglect the footnotes might miss out on critical information that could impact their investment decisions, whereas those who rely solely on footnotes…
Q4-2023 Quarterly Economic Update
"Domestic production outperformed expectations with broad growth among the major components, especially personal spending."
TagniFi Adds Salesforce Integration for Better M&A Workflows
“This new integration will help clients send private equity profiles and contacts directly to Salesforce without needing to download and upload CSV files.”
Top Middle Market M&A Conferences of 2024
“We love seeing our customers in person at these events.”
TagniFi Adds Private Equity Fund Data and Search
“For example, if you want to see every fund closed over the past year with more than $100 million in size targeting the software sector, simply add these criteria…
Q3-2023 Quarterly Economic Update
"The Fed continues to weigh incoming economic data carefully before raising rates further, implementing a rate hike in two of the last four meetings after ten…
Welcome Bob Wegbreit
“Bob's experience and thought leadership is going to help us continue our growth of the TagniFi platform and brand”
Q2-2023 Quarterly Economic Update
"Elevated interest rates continue to pose a concern for the U.S. economy in the 2nd quarter of 2023, with target rates reaching a 17-year high. The resulting high…
Top Business Valuation Conferences of 2023
“We love seeing our customers in person at these events.”
Q1-2023 Quarterly Economic Update
“With anti-inflationary policy holding interest rates at a nearly 17-year high, the Federal Reserve finally softened their hawkish stance in the wake of March’s…
A Journey Through Time: The History of FDIC Call Reports
“The data collected through Call Reports is used to monitor individual bank performance, analyze industry trends, and inform regulatory policy decisions.”
Top Middle Market M&A Conferences of 2023
“We love seeing our customers in person at these events.”
Q4-2022 Quarterly Economic Update
“The Federal Reserve’s aggressive counter-inflationary policies, particularly interest rate raises, are expected to have a delayed restrictive effect on the…
Introducing TagniFi Footnotes and As-Reported
“Today, we're opening up all of this tagged 10-K and 10-Q data to our clients and adding a new filing viewer in the Console to make it easy to use this tagged data…
Q3-2022 Quarterly Economic Update
“elevated interest rates have taken a heavy toll on capital markets and slowed the housing industry’s seemingly unstoppable momentum”
Introducing Shared Lists Across Your Organization
“Shared Lists allow you to share any of your new or existing lists with everyone if your organization.”
Q2-2022 Quarterly Economic Update
“The labor market brought rare good news in the 2nd quarter of 2022, with the unemployment rate holding steady and the broader U-6 rate that includes discouraged…
Q2-2022 Quarterly M&A Update
“U.S. M&A activity decreased noticeably in Q1 relative to Q4 yet remains well above the same quarter of 2021. There were 3,012 deals announced in Q1, a decrease of…
Introducing Investment Banking League Tables
“With the addition of our new league tables feature, finding the leading advisors for your target industries is now easier than ever on the TagniFi platform.”
TagniFi Adds Database of Middle-Market Private Companies
“The new data makes it easy to identify, research, and contact any middle-market company without leaving the TagniFi Console so that our clients can focus on…
Q1-2022 Quarterly Economic Update
“The Federal Reserve warned that tightening monetary policy to curb inflation—namely, tapering its highly effective bond-buying program and beginning a series of…
Introducing Quick Stats
“To use this powerful new feature, simply select the rows you would like to see statistics for and a footer will appear with the chosen statistic for the selected…
Active Private Equity Firms By State
“The TagniFi Investors database is a powerful tool for identifying financial buyers by their stated investment criteria including, size preference, industry focus…
Bloomberg: Reviews, Features, Pricing and Alternatives
Since its founding in 1981, Bloomberg has become a market leader in the financial data industry by building a comprehensive database of public equity and fixed…
Q1-2022 Quarterly M&A Update
“U.S. M&A activity decreased noticeably in Q1 relative to Q4 yet remains well above the same quarter of 2021. There were 3,012 deals announced in Q1, a decrease of…
TagniFi Featured In Understanding Business Valuation by Gary Trugman
“You will see that the database provides the valuation analyst with just about everything that he or she might need to do the job properly.” -Gary Trugman
Q4-2021 Quarterly Economic Update
“Balancing a robust economic recovery with searing inflationary pressures continues to be a main challenge for the U.S.”
Q4-2021 Quarterly M&A Update
“By all measures, the 4th quarter was a spectacular quarter for M&A activity across the United States.”
How To Find Corporate Development Contacts
“We now have corporate development contacts listed for more than 4,000 public companies.”
Q3-2021 Quarterly Economic Update
“Supply chains across the globe continue to face complex challenges in both production and shipment. Worker shortages represent a particular challenge to supply…
Executive Profiles, Compensation and Insider Transactions
“you now have access to profiles of more than 20,000 public company executives including their compensation history and stock transactions”
What Exactly Is The Middle-Market?
“With over 300,000 companies and $13 trillion of revenue, the middle-market continues to be an attractive target for acquisition opportunities.”
Q2-2021 Quarterly Economic Update
“The near-term economic outlook will largely depend on the US and the rest of the world’s success in inoculating its populace from the virus while rebuilding the…
Economic Data Searches and Charts
“There are now over 800,000 economic time series available in the Console ranging from GDP to local unemployment rates for your county.”
Saved Searches and Lists
“To access or manage your saved searches and lists, hover over My Account in the upper right corner of the TagniFi Console and select My Lists.”
New PDF Tearsheets
Since we launched the TagniFi Console https://about.tagnifi.com/console/ , we've received many requests for PDF versions of our pages for companies, deals, investors, advisors, peo
Q1-2021 Quarterly Economic Update
Summary The first quarter of 2021 experienced the peak of U.S. cases in early January and a shaky vaccine rollout before offering a glimmer of hope in late January. While U.S. case
Announcing A Better Way To Find Public Comps
One of the most challenging aspects of running public comps is actually finding a company's competitors. We've just made that process much easier with our new Comps card available
Q4-2020 Quarterly Economic Update
Summary In the 4th quarter of 2020, the U.S. economy continued its rebound from the fallout of the COVID 19 pandemic. Emergency vaccine approvals and a second relief bill, the Coro
TagniFi Releases Private Equity Investor Database
New Dataset Covers the Details of Over 3,400 Private Equity Investors Tampa, Florida – TagniFi, a modern financial data platform for emerging firms, today announced the release of
Announcing Version 5.0 of the TagniFi Excel Plugin
Today we're releasing a new version of our Excel plugin https://about.tagnifi.com/excel/ Version 5.0 which includes the following upgrades: Reader Mode The TagniFi Excel plugin now
Q3-2020 Quarterly Economic Update
Summary In the 3rd quarter of 2020, the U.S. economy continued to rebound from the initial fallout of the COVID 19 pandemic. While growth was strong across many markers of economic
CHS Model Gives AMC a 64% Chance of Bankruptcy within 12 Months
By Charlie Strout In our previous two posts, Part 1: Are 25% of S&P Companies at a High Risk of Bankruptcy? https://about.tagnifi.com/is 25 of the sp at a high risk of bankruptcy/
Part 2: 80% of S&P 500 Companies See Rise in Bankruptcy Risk in Q2
By Charlie Strout https://charliestrout.com/ Last month in Part 1 https://about.tagnifi.com/is 25 of the sp at a high risk of bankruptcy/ , we reported that 25% of S&P 500 companie
Q2-2020 Quarterly Economic Update
Summary In the 2nd quarter of 2020, the U.S. economy faced devastation due to the COVID 19 pandemic, then began to rebound as strict public health measures were relaxed after their
Part 1: Are 25% of S&P Companies at a High Risk of Bankruptcy?
By Charlie Strout, CFA Professor Edward Altman recently warned of an impending spate of “mega” bankruptcies that will break all the records.[[1]](#ftn1) As the…
TagniFi Debuts Closed End Mutual Fund Dataset
New database covers every listed closed end mutual fund in the US Tampa, FL – TagniFi, a modern financial data platform for finance and investment professionals, today released a c
Deal Disclosure (Footnote) Search
Have you ever wanted to search for purchase price allocations using a specific keyword or phrase ex. customer list, goodwill, etc. ? Our new Deal Disclosure search field makes it e
Q1-2020 Quarterly Economic Update
Summary In the 1st quarter of 2020, the U.S. economy has suffered widespread ramifications of the global COVID 19 pandemic. Worldwide restrictions on in person gathering and econom
Q1-2020 Interim Economic Update
Summary An outbreak of a novel coronavirus named COVID 19, a respiratory virus capable of causing pneumonia, spread outward from its epicenter of Wuhan, China beginning in January
Q4-2019 Quarterly Economic Update
Summary Real GDP grew modestly during the 4th quarter, meeting economists’ expectations. Continued sluggishness in business investment held back growth, but personal and government
TagniFi Debuts Standardized Footnotes Dataset at BattleFin Miami
TagniFi, a modern financial data platform for finance and investment professionals, will release its newest dataset of standardized footnotes at BattleFin, January 27 28 in Miami.
TagniFi Announces Free Program for Business Schools
TAMPA, Fla., Jan. 7, 2020 /PRNewswire/ TagniFi today announced a new program providing business schools with free access to the TagniFi platform, which includes detailed financial,
Q3-2019 Quarterly Economic Update
Summary Real GDP continued to slow, but exceeded expectations in the 3rd quarter, despite concerns over ongoing trade tensions, the resulting tariffs, and shortages of skilled manu
New Company and Deal Search Fields
We've added new ways to search for companies http://tagnifi.com/ and deals http://tagnifi.com/deals . Keyword searches can now use 'OR' simply by adding a comma between the keyword
New Operating Lease Tags Added To TagniFi Fundamentals
In 2016 the Financial Accounting Standards Board FASB issued a new standard on leases under Topic 842. One of the requirements of the new FASB standard is that public companies wil
Announcing Version 4.17 of the TagniFi Excel Plugin
Today we're releasing a new version of our Excel plugin https://about.tagnifi.com/excel/ Version 4.17 which includes the following upgrades: Integrated Model Library All TagniFi pr
Q2-2019 Quarterly Economic Update
Real GDP exceeded expectations in the 2nd quarter, despite concerns over tariffs, cooling inflation, soft housing data, and global economic pressures. Bright spots in the economy w
TagniFi Debuts Merger and Acquisition Database at ASA 2019
NEW YORK, Aug. 15, 2019 /PRNewswire/ TagniFi, a modern financial data platform for finance and investment professionals, will release a comprehensive database of public and private
Quarterly Economic Update for Q1-2019
Summary After the Federal Reserve announced tepid expectations for the economy in 2019, the BEA reported strong 1st\ quarter growth in real GDP. The gains should bolster confidence
New Excel Model: Portfolio Look-Through Analysis
A model for evaluating a portfolio with its share of revenue, income and cash flow from each holding along with valuation multiples and growth rates. Portfolio Look Through Analysi
Quarterly Economic Update for Q4-2018
Hot off the presses is our free Quarterly Economic Update for the 4th quarter of 2018. You are welcome to include the update in your reports, just copy and paste. About This Report
Quarterly Economic Update for Q3-2018
Hot off the presses is our free Quarterly Economic Update for the 3rd quarter of 2018. You are welcome to include the update in your reports, just copy and paste. About This Report
TagniFi For Excel v4.15
We've been busy improving the TagniFi For Excel http://www.tagnifi.com/excel/ add in. Here is what we've just released in version 4.15: Performance Improvements This version is 200
New Excel Model: Historical Volatility
Check out our newest Excel model for calculating historical volatility https://www.tagnifi.com/portfolio item/historical volatility/ as of a specific valuation date. https://www.ta
Analyst Estimates and Recommendations
We're very excited to announce our two newest datasets available in TagniFi For Excel http://www.tagnifi.com/excel/ : TagniFi Estimates and TagniFi Recommendations. TagniFi Estimat
New And Improved Company Searches
We're pleased to announce a new Company Search http://screener.tagnifi.com/ Tool http://tagnifi.us5.list manage2.com/track/click?u=d0e9c34f143ca8b35425a026c&id=2367fd20af&e=785adfe
Announcing TagniFi Profiles
We're excited to announce our newest dataset called TagniFi Profiles http://www.tagnifi.com/profiles/ which includes some really great content on all of the companies we cover, whi
New Feature: Quarterly Cash Flow Statement Data
Companies typically only report their cash flow statements on a year to date basis. For example, a 3rd quarter filing will typically include a cash flow statement for the 9 month p
Trailing Twelve Month (TTM) Data
We're excited to announce the availability of Trailing Twelve Month TTM data in TagniFi Fundamantals http://www.tagnifi.com/fundamentals/ . The new TTM data makes it easy to analyz
TagniFi For Business Valuation
See how TagniFi is saving business valuation professionals thousands of hours by streamlining their guideline public company approach. Simply enter the ticker symbols and valuation
Which Shares Outstanding Should I Use In My Valuation?
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 typical
Announcing 4th Quarter Income Statement Data
One of the peculiarities about corporate financial statements is that companies generally do not report fourth quarter income statements. They report data for the full year but ver
New Excel Models: Insurance Industry Templates
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 l
New Excel Model: Accounting Quality Analysis
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 calcu
New Excel Model: Company Tearsheet
Check out the new Company Tearsheet /portfolio item/company tearsheet commercial industrial/ model for commercial and industrial companies. The Company Tearsheet /portfolio item/co
TagniFi Introduction
TagniFi is bringing financial data into the modern age with affordable subscriptions for investment grade data via Excel and API.
Using the DCF Model to Find Undervalued Stocks
In this video we walk through an example of using the TagniFi Discounted Cash Flow DCF Excel model to value a stock. TagniFi makes it easy to run your DCF model by simply changing
Getting Started with the TagniFi Excel Add-In
An introduction to the TagniFi Excel add in including an example of using the Function Builder to start a financial model with data from TagniFi Fundamentals.
Exploring the TagniFi Excel Models
In this video we walk through some of our pre made Excel models that TagniFi members can use to start analyzing companies immediately.
Guideline Public Company Method Excel Model
A review of our Guideline Public Company market approach Excel model for business valuation professionals. This model will save you dozens of hours. Simply enter your valuation and
New Excel Model: Altman Z-Score Calculator
Our new Altman Z Score Calculator /portfolio/altman z score calculator/ model for Excel allows you to calculate an Altman Z Score for multiple manufacturing and non manufacturing c
New Excel Model: Revenue Growth Analysis
Check out our new Revenue Growth Analysis /portfolio/quarterly revenue analysis/ model that highlights a company's quarterly revenue trends and year over year growth rates. Simply
Automate Your Peer Group Analysis in Excel
Our Trading Comps http://www.tagnifi.com/portfolio/trading comps/ model makes it super easy to run your peer group analysis in Excel. Simply enter the tickers symbols of your comps
Automate Your Guideline Public Company Approach
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 p
New Feature: Right-Click Source Data in Excel
We're super excited to announce a new feature that will provide you with the ability to view the as reported source of any TagniFi Fundamentals value in Excel simply by right click
Dow 30 Valuation Follow-Up
Last month we posted a list of non financial Dow 30 components with their target prices /model vs market the dow 30/ compared to the market prices. We classified the companies into
Financial Statement Data in Excel Spreadsheets
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 w
Function Builder Auto-Complete Fields
We've just added auto complete to the Excel Function Builder http://builder.tagnifi.com and it is pretty cool. Before auto complete you had to lookup tags in our documentation or,
Free Quarterly Economic Updates
We've been hard at work on our new Quarterly Economic Update /quarterly economic update/ for business valuation professionals. The really exciting news is that we're making this re
Model Vs. Market - Intel
"I've found that when the market's going down and you buy funds wisely, at some point in the future you will be happy." Peter Lynch In today's Model Vs. Market post we're looking a
Low-Latency Financial Data Has Arrived
Today is a big day at TagniFi. We are now collecting financial data automatically from the SEC's XBRL feed without any human involvement. All data is standardized by our system aka
New Excel Model: Trading Comps
We're excited to announce our latest Excel model for analyzing Trading Comps /portfolio/trading comps/ for the commercial and industrial industry template. The Trading Comps /portf
Model Vs. Market: The Dow 30
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” ― Benjamin Graham In today's Model Vs. Market post we are going to look at the val
Model Vs. Market - Home Depot
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett In today's Model Vs. Market post we're looking at Home Depot
New Excel Model: Portfolio Tracker
Our new Portfolio Tracker /portfolio/portfolio tracker/ model makes it easy to keep track of stocks and pounce when one of your favorite companies hits your price target. Simply hi
New Excel Model: Discounted Cash Flow (DCF) Analysis
We've published the Discounted Cash Flow DCF Analysis /portfolio/discounted cash flow dcf valuation model/ model for calculating the value of a stock using the same approach as War
Model Vs. Market - Wal-Mart Stores
In today's Model Vs. Market post we're looking at Wal Mart Stores. Wal Mart has transitioned into a low growth company that is now increasingly competing with online retailers such
Model Vs. Market - McDonald's
In today's Model Vs. Market post we're looking at McDonald's Corporation. McDonald's has struggled to grow as competitors such as Chipotle and other "fast casual" competitors have
Precision Castparts Deal Reveals Berkshire Hathaway's Cost of Equity
“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 t
How To Add Links to SEC Filings
We recently updated the Ratio Analysis /portfolio item/ratio analysis/ Excel model to include links to view the source filing where that period's data originated. Here is what the
This is what a Berkshire Hathaway target looks like
This weekend Bloomberg reported http://www.bloomberg.com/news/articles/2015 08 09/buffett deal pursuit reshapes berkshire as mutual fund era ends that Berkshire Hathaway is in the
Model Vs. Market - Verizon
"You know, people tend to like to buy companies that are doing well." \ Walter Schloss In today's Model Vs. Market post we're looking at Verizon Communications. Verizon and other m
Model Vs. Market - Sherwin-Williams Co.
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." \ Warren Buffett In this week's Model Vs. Market we're looking at Sherwin Wil
New Excel Model: Historical Beta
This morning we released a new Excel model that makes it easy to calculate a stock's beta as of a historical date. We have yet to find a reliable source of historical betas so we d
New Feature: Save As Values in Excel
We're excited to announce a new version of the TagniFi Excel add in that will make it easy to share your models with colleagues and clients that might not be using TagniFi. The new
Model Vs. Market - Apple
"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 t
Announcing Free Comparable Company Searches
This morning we've opened up our Company Search http://screener.tagnifi.com tool for free. You can search for comparable companies by keyword, SIC code, industry classification or
Model Vs. Market: International Business Machines (IBM)
This week in Model Vs. Market we're taking a look at International Business Machines IBM to compare the company's intrinsic value, as calculated by our discounted cash flow model,
New Excel Model: Peer Group Ratio Analysis
Earlier this week we released the Ratio Analysis /portfolio/peer group ratio analysis/ model for comparing a single company’s financial performance over time. Today we're taking th
New Excel Model: Ratio Analysis
Are you looking to compare a company's financial performance over time? If so, ratios provide a excellent tool for evaluating a company's performance and trends. We've just release
Model Vs. Market - Microsoft
This is the first post in a new series called Model Vs. Market where we compare a company's intrinsic value, as calculated by our discounted cash flow model, with the company's cur
TagniFi is Open
We're really excited to announce that TagniFi is open for business. Investors and financial professionals now have an option for affordable and accurate financial data. Until now y
Why We're Opening TagniFi Markets (For Free)
Today we're announcing the opening of the TagniFi Markets dataset, making quality end of day market data available for free. This applies both to consumption and re distribution so
Dear Congress: This Is Why Investors Need XBRL To Succeed
Dear Congress: As you consider removing the XBRL mandate for a significant portion of public companies, please consider how such a move could be detrimental to investors over the l
TagniFi Fundamentals Achieves 2,000 Company Milestone
We're very excited to announce that we've added our 2,000th company to the TagniFi Fundamentals dataset. We now have over 9 million standardized financial statement items available
New Feature: Relative Periods
Prior to today our API and Excel add in required users to request specific fiscal periods. For example, you had to specify that you wanted Apple's 2014 revenue or Walmart's Q3 2015
TagniFi Fundamentals Achieves 1,000 Company Milestone
We're very excited to announce that we've added our 1,000th company to the TagniFi Fundamentals dataset. We now have over 3 million standardized financial statement items available
TagniFi Fundamentals Is Now Available in Excel on SpreadCloud
We're thrilled to announce the availability of TagniFi Fundamentals on SpreadCloud, a new Excel add in for linking spreadsheets to data on the cloud. Any data item in the TagniFi F
Why Investors Are Not Using XBRL: Part 2
Last week we posted our first example /why investors are not using xbrl/ of the data quality issues that are preventing investors from using XBRL directly. This week's example is a
Why Investors Are Not Using XBRL
We will be posting weekly to our blog with examples we've encountered to demonstrate why investors are not using XBRL. Here is this week's example: Applied Micro Circuits Corp. 10
Don't Drink The Pond Water!
Dear Investor: This June marks the 5th anniversary of the SEC's XBRL mandate that promised more accurate and timely information to the investing public. Here is an except from the
Letter to Rep. Robert Hurt Regarding Proposed XBRL Exemption
Today we sent this letter to Congressman Hurt regarding his proposed legislation to exempt companies with less than $250 million in revenues from filings their financial statements
500 Companies Mapped and Growing
Today we mapped our 500th company to the Commercial and Industrial dataset with the addition of Briggs & Stratton Corporation bringing the total market capitalization in the datase
TagniFi Opens Its Fundamentals Dataset via API
New Approach Will Democratize Access to Standardized Financial Data and Foster Innovation in Financial Technology TAMPA, FL – November 5, 2013 – TagniFi http://www.tagnifi.com/ is
Big Data For Investors
We recently used this presentation and thought it told a pretty compelling story of why collecting financial data from XBRL is the future. Faster, better, cleaner, more transparent
XBRL: The Second Inning Stretch
Two years ago we started work on a little experiment to see if XBRL could be used to build a standardized financial dataset with minimal dependence on human collection. If possible