Use this formula to return any fundamental data point that you can find in a Tegus Model such as company financials, adjusted data, and KPIs. If you don’t know where to start, you can use the Formula Builder to build a Company Data Formula with no prior knowledge required.
Notes about data availability:
Data is updated and made available at the same time as the Tegus Model is updated and made available on the client portal. All calculations and derivations of data like LTM will be updated at the exact same time as other company data.
Data is only available for companies covered with a Tegus Model. Delisted companies with model data are not available to be used through Tegus Formulas at this time.
Only the metrics available in the most recent version of the Tegus Model are accessible with Tegus Formulas.
Data on the model worksheet is available through Tegus Formulas. Anything found on the Guidance, Summary Page, or other supplemental worksheets are not available.
Formula Arguments
The ticker, name and period arguments are required to build a Company Data formula. The calculation and scale arguments are optional arguments you can assign to the formulas as well.
=TEGUS.CD(Ticker, Row Name, Period, [Calculation], [Scale])
Ticker (Company)
Identify the company in a Tegus Formula using a ticker assigned to the company. Please use the Tegus Ticker Format when adding a ticker to a Tegus Formula. If you are unsure of the format, the company look-up in the Formula Builder provides a search feature that can be a helpful resource to find the ticker and confirm the company is in coverage.
Tegus Ticker Format: {Ticker Symbol}_{2-Letter Country Code}
Row Name (Metric ID)
Identify a metric to include in your Company Data formula by using the row name assigned to the row in a Tegus Model. There are two types of row names available, a common (MO_) or company-specific (z_) row name. Both types of row names can be used in a Company Data Formula.
You can use the Formula Builder to look up row names using the English term or abbreviation that you would usually refer to them by. Use the drop-down menu next to the search box in the Metric section to switch between searching for common and company-specific row names. Hover over the i icon next to the metric to see the definition given to a common name by Tegus analysts.
How to Find a Row Name in a Model
Another way to find the right row name to use in a Company Data formula is to look in a Tegus Model.
Open to the Model worksheet. Only data on some supplemental worksheets can be accessed with Tegus Formulas.
Find the metric you would like to access.
Select the entire row.
You will see the row name for that data in the first box above cell A1, in the top left corner of the workbook.
Select and copy the name from the box.
Paste it into your Company Data formula wrapped in quotations.
Period
You can use company-reported, relative, and calendar period formats. The Formula Builder can help you understand the available periods and make sure your formatting is correct. You are able to access data from forecast periods using the Company Data formula, these periods contain placeholder values and are not consensus data.
Optional Arguments
The following arguments are not required to build a Company Data formula but may be included to refine the output. The formula can still be created without defining these arguments.
Calculation (LTM)
The calculation option allows you to access last twelve months (LTM) data for certain metrics. LTM data will be calculated from the period you define in the period argument. To grab the most recent LTM, use “MRQ” as the period in your formula. You can use “LTM-1” to grab LTM data as of 12 months ago.
Not all metrics and periods are eligible for LTM.
Metrics that represent the total accrued during a period, like most income statement metrics, will be returned as a sum of the most recent 4 periods.
Metrics that represent a running total, like balance sheet metrics, will return the value from the most recent period.
If metrics do not qualify under the above categories, they will not be eligible for LTM and an error message will be returned.
When a period of data required to calculate LTM is not well reported, LTM is likely to be ineligible and an error message will be returned.
Scale
Data returned via the Company Data Formula can be scaled by entering the factor you would like to scale it to as the 5th argument. Example:
