The Cohen Financial and Valuation Model, an analytical and portfolio management system, is 400,000 cells in Excel. The model is an income statement forecast, valuation, cash flow, equity and debt analysis model. Our financial model is a powerful portfolio management tool. Stock investing requires comprehensive analytical metrics targeted at all investment securities. The model develops multiple financial ratios, graphs and charts for various scenarios. We distribute the following.

1. You Name Your Stock. We will build your model for you.
2. Instant Pricing Update: You can update your model price wise on a daily basis.
3. Central Directory: Guides you to 300+ colored graphs and tables.
4. Fine Tune Your Model: We will fine-tune your model per your estimates and assumptions.
5. Your Way Section: Use our model as a skeleton and input your favorite stock picking method.
6. Our PIPEs section models a company's capital account with alternative financing assumptions, creating a pre and post deal company with forecasted income statement, balance sheet and cash flow statements.

Receipt of the model requires a signed Confidentiality Agreement with our firm.

These are the sample sheets from our Financial and Valuation Model:
Company Snapshot
Growth Drivers
Examples from Chart Summary
Price Targets for Three Scenarios

There is no independent research firm that has developed a fundamental, analytical model as sophisticated and complex as is The Cohen Financial and Valuation Model. Our model powers our analytical research engine, giving us a significant research edge over competing fundamental research firms. The model allows us to analyze companies at the most complex levels of analysis and valuation. The model's methodologies place us a few levels above our competition. Over the years we have seen a number of income statement analysis models at some of the major investment banking firms and institutions. We have not seen any fundamental income statement valuation model that is as comprehensive and complex as is our model. We have seen a number of "black box" quantitative analysis models and institutional stock picking models that are truly brilliant.

We have developed our model for more than 4 years. The model has more than 300+ colored graphs, 7 valuation methods, 3 cash flow valuation methods, a short sale evaluation section, a short sale screening section and other exhibits. The model is a powerful piece of CFA/CPA brain power and intellectual capital developed by brilliant, capable and highly experienced people. Our Chart Summary tells the stock's story in chart form. A reader or an end user of our research reports can understand the stock's story by simply studying the charts that are grouped in logical analytical sequence. We, or other users, can navigate through the model with customized buttons that guide us to groups of investment criteria, metrics and output.

In our research business, the model allows us to forecast our estimates and valuation methods, create master budgets, and develop highly sophisticated graphs that guide us and our clients to consider investing in a given stock. The forecasts recalculate throughout the model. The model often times guides our corporate clients to understand their company in a more comprehensive manner. We help the end user to input his own forecasts and build his own model. The user can input his/her own stock picking method. The model can then become a skeleton for a user to integrate his/her own investment process.