Workflow

Comparables Analysis

Aggregate and structure financial metrics automatically across industry competitors. Pull live data from Cap IQ and PitchBook directly into your comps model.

How Underlying automates Comps

1

Peer Group Selection

Input a target company and Underlying automatically suggests a strategic peer group based on industry overlap and recent precedent transactions.

2

Multi-Source API Fetch

The engine queries S&P Capital IQ, PitchBook, and SEC filings simultaneously to pull EV/EBITDA, P/E, and growth metrics.

3

Excel Export

Data is injected directly into your firm's standard Excel comps sheet, complete with live formulas and cell references linking back to the source filings.

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