Forecasting upside with TIKR's Valuation Model Builder

TIKR’s Valuation Model Builder makes it fast and easy to build dynamic, forward-looking models without needing a spreadsheet. Whether you’re stress-testing your investment thesis or simply exploring what a company could be worth, this tool lets you customize assumptions, forecast performance, and compare your outlook against Wall Street estimates — all in minutes.

Why Use the Valuation Model Builder

• Discover what a company is really worth: Adjust key assumptions like revenue growth, margins, and exit multiples to see how they impact valuation.

• Analyze bull, base, and bear cases side by side: Understand the full risk/reward profile of your investment ideas.

• Save time and stay organized: Start from a template, save your models to revisit later, and add companies to your watchlist.

• Share your analysis with others: Generate shareable links, download images for social media, or present your work to colleagues.

Note: Free users get access to the Guided Model, while paid users unlock the Advanced Model. Both currently use a P/E-based valuation method.

Getting Started: The Valuation Model Hub

You can find the Valuation Model Builder under Valuation Models in the left-hand navigation of the TIKR terminal.
All your saved models will appear here so you can revisit, edit, or update them anytime.

Guided Model (Free Access)

The Guided Model is the fastest way to build a simple 3-year forecast.

1. Create a new model: From the Valuation Model Hub, click New Model and select a company (e.g. Apple). Choose Guided Model, give it a name, and click Create.

2. Answer 3 key questions:

   • Revenue growth through the forecast period

   • Average operating margin over that period

   • Exit P/E multiple at the end of your holding period
     You can use Wall Street consensus estimates as a starting point or enter your own numbers.

3. Review your results: TIKR will instantly generate:

   • A chart showing your forecasted price target and expected returns

   • A summary table of your assumptions and outputs

4. Save or share: Copy a link to send to colleagues, or export an image to post on social media.

Advanced Model (Paid Access)

The Advanced Model offers more control and customization for experienced users.

1. Create a new model: From the Valuation Model Hub, select a company (e.g. Meta), choose Advanced Model, name it, and click Create.

2. Customize your assumptions: Adjust detailed line items like:

   • Revenue and EBIT forecasts

   • EBIT margins

   • Share count changes (buybacks or dilution)

   • Dividends

   • Future P/E multiples
     Your valuation updates in real time as you edit these inputs.

3. Build multiple scenarios: Add Bull, Base, and Bear cases within the same model to see how different outcomes affect valuation and returns.

4. Compare to consensus: View how your forecasts diverge from Wall Street estimates on each line item.

5. Save or revisit anytime: All your models remain stored in the Valuation Model Hub so you can update them as new information comes out.

Exporting and Sharing

When your model is complete, you can:

• Export an image of your results to include in presentations, social media posts, or reports

• Generate a shareable link to collaborate with colleagues or friends

• Add the company to your watchlist for ongoing tracking

Key Takeaways

• The Guided Model is perfect for quickly estimating upside/downside in just minutes.

• The Advanced Model is ideal for deeper analysis, scenario planning, and fully customized assumptions.

• Both models help you clearly see how your thesis compares to Wall Street’s — and how different assumptions impact valuation and expected returns.

📌 Note: Currently, the Valuation Model Builder supports P/E-based valuation only. We plan to add more valuation methods in the future.