Overview

This course focuses on the strengths and weaknesses of trading comparables as a relative valuation methodology. Topics covered include how to pick the appropriate set of comparable companies, spreading the actual comparables and computing the valuation multiples.

  • Factors to consider when identifying comparable companies
  • Key metrics and multiples
  • Determining a company’s value (spreading a comp)
    • Calculating diluted shares outstanding and market capitalization
    • Scrubbing the balance sheet to look for invested capital items
  • Calculating clean, recurring earnings for each comparable company
    • LTM
    • Calendarization issues
    • Use of consensus for forward multiples
  • How to apply the correct multiples to target earnings to derive the implied enterprise value and share price

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