Solutions for Investment Bankers

Simplify your financial data analysis so that you can stay productive and focus on closing deals, identifying new targets, and solidifying relationships with key clients.

Investment Banker Graphic

Comparable analysis

• Identify analog public companies for benchmarking and valuation projects by generating company lists based on sector, industry, or location then filter on any of 4,500 metrics.

• Power your Excel models with YCharts data. Change the companies or update to the most recent data with a single click. You can even get started with one of our prebuilt comp analysis templates or have us incorporate our syntax into your proprietary models.

Differentiate Presentation Materials

• Quickly add visualizes to your pitch books. Create charts showing companies valuation multiples, relevant indices, and industry specific drivers.

• Maintain your branding by exporting our data into Excel (or use our add-in) and creating your own visuals.

• Aggregate data from companies within an industry to create indices relevant to the companies you work with. Use the indices to benchmark company performance and accurately value deals.

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Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

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