Overview
Comparable Valuation Analysis Course Overview
Understanding valuation is one of the most fundamental and crucial skills to master as a finance professional. This course focuses on comparable valuation analysis, one of the most widely used valuation techniques. During this course, we cover how to screen for publicly traded comparable companies and precedent transactions. We will also discuss different types of multiples and nuances when entering actual, real-world company data. After completing this course, you will understand how to value a company using multiples, and the advantages and disadvantages of comparable company analysis.
Comparable Valuation Analysis Learning Objectives
Upon completing this course, you will be able to:- Understand relative valuation versus other valuation methodologies.
- Recognize the advantages and disadvantages of relative valuation.
- Determine how to pick comparable companies and precedent transactions.
- Match enterprise value and equity value with appropriate metrics.
- Identify debt and debt equivalents as well as cash and other non-operating assets.
- Find and enter the applicable data using real-world examples
- Building a 3-Statement Financial Model
- Budgeting and Forecasting
- FP&A Monthly Cash Flow Forecast Model
Who Should Take This Course?
This course is most suitable for anyone working in valuation, including investment banking, equity research, private equity, and corporate development.Comparable Valuation Analysis
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Level 5
Approx 4.5h to complete
100% online and self-paced
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Lesson
Multimedia
Exams
Files
Introduction to Comparable Valuation Analysis
Course Introduction
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Downloadable Files
Valuation Overview
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Market Valuation and Relative Valuation
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Valuation Example - Putting it all Together
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Compact Model Overview
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Compact Trading Multiples
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Compact Trading Valuation
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Compact Transaction Valuation
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Football Field Chart
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Download Completed Compact Model
Enterprise Value vs. Equity Value
Enterprise Value: Debt and Debt Equivalents
Enterprise Value: Cash and Non-operating Assets
Income Statement and Last Twelve Months (LTM)
Precedent Transaction Nuances
Downloadable Files
Additional Details Needed
Merger Consideration
Premiums Paid Analysis
Timing Considerations
Transaction Comps Model Intro
Transaction Info
Transaction Consideration
Premiums Paid Analysis
Morrison Balance Sheet
Equity Offer Value
Total Transaction Value
Transaction Summary
Course Summary
Course Outro
Download Completed Models
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Modeling & Valuation Analyst (FMVA)® Certification
Comparable Valuation Analysis is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 40 courses.
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
What our students say
FMVA is thorough and super useful
...Especially the latest updates (2023) to templates, model approach/build, etc. are very well constructed and presented and lessons learned incredibly useful in providing financial analysis services!
...Especially the latest updates (2023) to templates, model approach/build, etc. are very well constructed and presented and lessons learned incredibly useful in providing financial analysis services!
Scott Weeks
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saleh abandah
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How are you
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Joel Odemu
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