EDI Finance / Use cases / Corporate finance & advisory

For corporate finance, IR and advisory

CFOs, investor relations teams and advisory firms use EDI Finance to build peer sets and comps tables that hold up when someone asks where a number came from.

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  • Build the peer set — Filter by sector, size and country; mix US and Mexican companies.
  • Line up the numbers — Multiples, margins and growth from standardized statements, in one currency.
  • Show the source — Every figure links to the filing and period it came from.
  • Watch the shareholder base — See which institutions hold your stock — or your client's — and how that changed.
  • Value it — Run a DCF pre-filled with the company's financials.
  • Refresh the deck — Pull the comps table into Excel and refresh it after each quarter.
EDI Finance Workspace — comparables

Products for this team

The Workspace covers peer analysis and ownership; Excel keeps the model and the board deck current.

Send us your peer list. We'll build the table.

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