Preferred Stock Schedule (Vertical)


profile Peter Lynch, Private Equity Professional & ASimpleModel.com Founder
I generally build supporting schedules horizontally so that the accounting periods match the financials above, but lately I have needed a vertical preferred stock schedule on a couple occasions. I thought I would post one here for future reference.

If you are wondering when this might be useful, lately I have used this when I only need summarized financial data from the company, but I need a greater level of accuracy from the supporting schedule. If you have a security that compounds on a quarterly basis, for example, then annual periods are less convenient to work with. By keeping the preferred stock schedule on a separate tab I can use lookup functions (or INDEX() + MATCH()) to pull the relevant data into a schedule with different accounting intervals.

If you are not familiar with lookup functions or using INDEX() + MATCH() to return a value please see the Excel for Models video series.

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