Excel financial models

Models

Pre-built workbooks for instant download, plus custom builds shipped in seven days.

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24

Flagship

1

Conviction

9

Flagship

Top pick
1 model
LITE logo

Ticker

LITE

Lumentum Holdings Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Lumentum Holdings (LITE), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes transceivers build with generation-level granularity, laser breakdown with EML/CW split and EML generations, OCS build split between scale-up and google TPU superpod, CPO build with scale-out and scale-up granularity, and DCI revenue - ASP and shipment volume assumptions for each. Last updated 2026-04-20.Details
$1

Conviction

9 models
TSEM logo

Ticker

TSEM

Tower Semiconductor Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Tower Semiconductor (TSEM), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes SiPho and SiGe revenue from WPM capacity, wafer ASP, and utilization assumptions, plus non-AI revenue outside SiPho/SiGe. Last updated 2026-03-30.Details
$1
SOI logo

Ticker

SOI

Soitec Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Soitec (SOI), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes Photonics-SOI revenue from merchant SiPho revenue, SiPho foundry growth, wafer transmission, and wafer growth assumptions, CPO revenue from ELS shipments, optical engines per ELS, PICs per wafer, yield, 300mm wafer shipments, and wafer ASP, plus non-AI mobile, auto/industrial, and edge/cloud AI revenue. Last updated 2026-04-20.Details
$1
SMHN logo

Ticker

SMHN

SUSS MicroTec Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for SUSS MicroTec (SMHN), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes mask aligners, temporary bonders, hybrid bonders, wafer cleaning, and UV scanners from shipment and ASP assumptions, coaters/developers split between spin coater and inkjet shipments and ASP, photomask solutions split between advanced and mature node shipments and ASP, plus aftermarket revenue from installed base value, revenue per installed tool, and replacement activity. Last updated 2026-04-08.Details
$1
INTC logo

Ticker

INTC

Intel Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Intel (INTC), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes DCAI revenue from standard server and AI server shipment and ASP assumptions, Intel Foundry 14A and 18A-P revenue from WPM capacity, wafer ASP, and utilization drivers, advanced packaging revenue from WPM packaging capacity, revenue per wafer, and utilization, CCG revenue from shipment and ASP assumptions, and other revenue. Last updated 2026-01-22.Details
$1
CRWV logo

Ticker

CRWV

CoreWeave Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for CoreWeave (CRWV), with workbook tabs for Revenue Build, GPU Pricing, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow. Revenue build includes contracted and active power capacity build by MW, committed and on-demand infrastructure revenue from average active MW and revenue per average MW assumptions, and software/platform overlays for managed software/storage and application/developer tools as percentages of core infrastructure revenue. Last updated 2026-04-11.Details
$1
CORZ logo

Ticker

CORZ

Core Scientific Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Core Scientific (CORZ), with workbook tabs for CORZ Revenue Build, CORZ Income Statement, CORZ Balance Sheet, CORZ Cash Flow Statement, CORZ Discounted Cash Flow, WACC. Revenue build includes CoreWeave base contract, 70 MW expansion, and future lease cohort revenue from ending billable MW, average billable MW, and revenue per average MW assumptions, plus legacy hosting and bitcoin mining runoff revenue. Last updated 2026-04-20.Details
$1
BE logo

Ticker

BE

Bloom Energy Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Bloom Energy (BE), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes product revenue from MW shipped and ASP assumptions, service revenue from service MW and revenue per MW, installation revenue from MW shipped and ASP, and electricity revenue. Last updated 2026-04-10.Details
$1
AIXA logo

Ticker

AIXA

Aixtron Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Aixtron (AIXA), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes GaN, SiC, LED, and R&D tool revenue from shipment and ASP assumptions, optoelectronics revenue split between datacenter and telecom tools, and aftermarket revenue from installed base, revenue per installed tool, and replacement activity. Last updated 2026-04-20.Details
$1
AAOI logo

Ticker

AAOI

Applied Optoelectronics Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Applied Optoelectronics (AAOI), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes transceiver revenue by generation from 100/400G, 800G, 1.6T, and 3.2T shipment and ASP assumptions, plus non-AI CATV and other revenue. Last updated 2026-04-10.Details
$1

Baseline

14 models
3363.TWO logo

Ticker

3363.TWO

Fiber Optic Communications Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Fiber Optic Communications (FOCI), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes legacy/base business revenue, scale-out CPO revenue from XPU shipments, CPO adoption, switch architecture, optical engines per ELS, FAU shipments, FAU ASP, and FOCI share, plus scale-up CPO revenue from compatible GPU shipments, optical scale-up adoption, optical engines per GPU, FAU shipments, FAU ASP, and FOCI share. Last updated 2026-04-12.Details
$1
RHI logo

Ticker

RHI

Robert Half Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Robert Half (RHI), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes Contract Talent Solutions revenue split across Finance & Accounting, Administrative & Customer Support, and Technology with intersegment eliminations, plus Permanent Placement Talent Solutions and Protiviti revenue. Last updated 2026-04-17.Details
$1
QCOM logo

Ticker

QCOM

Qualcomm Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation for Qualcomm (QCOM), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes QTL licensing revenue, handset revenue split across Apple, Samsung, and China, and Automotive, IoT, and QSI/Other revenue segments. Last updated 2026-01-14.Details
$1
ONTO logo

Ticker

ONTO

Onto Innovation Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Onto Innovation (ONTO), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes Dragonfly and OCD revenue from leading-edge and base shipment and ASP assumptions, Thin Film, Semilab, and JetStep revenue from shipment and ASP assumptions, plus aftermarket revenue from installed base, revenue per installed tool, and replacement activity. Last updated 2026-03-28.Details
$1
NVDA logo

Ticker

NVDA

NVIDIA Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation for NVIDIA (NVDA), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes Compute, Networking, Gaming, and Automotive & Other revenue segments, with segment growth, mix, and gross margin assumptions rolling into total revenue. Last updated 2026-03-30.Details
$1
LRN logo

Ticker

LRN

Stride Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Stride (LRN), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes General Education revenue from enrollment and revenue-per-student assumptions, Career Learning revenue from enrollment, mix versus General Education, and revenue per student, plus Adult Learning revenue. Last updated 2026-04-08.Details
$1
IREN logo

Ticker

IREN

IREN Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for IREN (IREN), with workbook tabs for Revenue Build, GPU Pricing, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow. Revenue build includes AI cloud revenue from Prince George contracted capacity, BC expansion, and Microsoft/Horizon cohorts using active MW and revenue per average MW assumptions, future power/colocation revenue from billable MW and revenue per average MW, and bitcoin mining runoff revenue. Last updated 2026-04-13.Details
$1
DOM logo

Ticker

DOM

Global Dominion Access Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation for Global Dominion Access (DOM), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes GDT Services, GDT Projects, and GDE revenue, with segment growth and gross margin assumptions rolling into total revenue and blended gross margin. Last updated 2026-01-28.Details
$1
COHR logo

Ticker

COHR

Coherent Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Coherent (COHR), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes transceiver revenue by generation from 400G, 800G, 1.6T, and 3.2T shipment and ASP assumptions, SiC revenue, OCS and CPO revenue from shipment and ASP assumptions, DCI module and ITLA revenue from 400G/800G shipment and ASP assumptions, and non-AI telecom and industrial revenue. Last updated 2026-03-01.Details
$1
AVGO logo

Ticker

AVGO

Broadcom Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation for Broadcom (AVGO), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes AI ASIC revenue, networking revenue, non-AI semiconductor revenue split between wireless and other, and enterprise software revenue split between infrastructure software and legacy. Last updated 2026-01-27.Details
$1
ASML logo

Ticker

ASML

ASML Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for ASML (ASML), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes EUV systems from Low-NA unit shipments by customer group and High-NA shipments with ASP assumptions, DUV systems split between ArFi immersion and ArF dry/KrF/i-line tools, metrology and inspection revenue, and installed-base management from service and field upgrades. Last updated 2026-04-17.Details
$1
ACMR logo

Ticker

ACMR

ACM Research Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for ACM Research (ACMR), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes cleaning, ECP, and furnace tool revenue from shipment and ASP assumptions by product type, advanced packaging and emerging PECVD/track revenue, plus aftermarket revenue from eligible installed base, revenue per installed tool, and replacement activity. Last updated 2026-03-30.Details
$1
5344.T logo

Ticker

5344.T

Maruwa Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for Maruwa (MRWA), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes 800G and 1.6T optical module DPC/ceramic revenue from global module units, EML/SiPh mix, DPC content, and Maruwa share assumptions, CPO ELS revenue from scale-out and scale-up switch/GPU deployment drivers with DPC/ceramic unit economics, and legacy telecom, automotive, semi production equipment, industrial equipment, and lighting revenue. Last updated 2026-04-17.Details
$1
000660.KS logo

Ticker

000660.KS

SK Hynix Model

Updated Apr 2026

revenue build + 3-statement financials + DCF/valuation + segment and operating-driver assumptions for SK Hynix (000660), with workbook tabs for Revenue Build, Income Statement, Balance Sheet, Cash Flow Statement, Discounted Cash Flow, WACC. Revenue build includes HBM, conventional DRAM, and NAND built from bit shipments, ASP, and FX assumptions, plus an other/legacy residual and broker-check mix checks for HBM as a percentage of DRAM and DRAM/NAND/other as a percentage of total revenue. Last updated 2026-04-10.Details
$1

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Models

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Model library

Fully built models with stress-tested assumptions and a thesis I've written about. Fully tweakable to express your own views. Instant download after payment.

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