Comparable Valuation Analysis

Name: Comparable Valuation Analysis
Availability: InStock
Rating: 4.81 (79 reviews)

Learn how to perform a Comparable Valuation Analysis to help “triangulate” the value of a company, asset, or investment.

This course covers both Comparable Trading valuation as well as Precedent Transaction valuation
Discover how to screen for public company peers as well as relevant, recent transactions
Calculate the enterprise value and equity value of a target company, using real public companies and recent precedent transactions

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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

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

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.

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel
Valuation
Basic statistics

Comparable Valuation Analysis

4.8

Led by Jeff Schmidt

Level 5

2h 14min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 3.5

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What you'll learn

Lesson

Multimedia

Exams

Files

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

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Investment Banking & Private Equity Modeling Specialization

Skills You’ll Gain Accounting, Advanced Financial Modeling, Excel, Financial Statement Analysis, Forecasting, Valuation, and more.
Great For Investment Banking, Private Equity, Equity Research, and more

Learn More

What Our Members Say

Outstanding

I recommend this course to all

Ali Charanek

Amazing and comprehensive

I absolutely loved the entire course study of this model

Sakshi Juvekar

Comps analysis

the course is very solid but not deep enough

Jackie Yang

Comparable Valuation Analysis

An truly eye opener as it is so informative and industry specific with practical examples.

Tapiwa Mufunde

I learn new skills

Evaluation by Comps, Precedent transaction, and DCF more important I advise anybody to learn it

Hashem Nawash Harb Nasser

Added skills on Comparable advantage

Follow the templates closely and answer all interactive exercises

Numen Tum Mbami Narcisse

Great Class

Course was great learned a lot of very useful information

Scott LaBrec

Excellent course and didactics

A must for every finance professional

André Meneguelli

Great course

I highly recommend this course. very educative and practical.

Perry Chilobe

It was an amazing experience.

This course is really good. It was an amazing experience.

Ali Murtaza

is very hard topics

My advice to all university or professional bodies students and other professional consulting to take this course is very important in all business

Saifeldeen El Shaikh

It really prepares you!

Fantastic experience. It really prepares you and your knowledge will be noticed by your colleagues immediately.

Paulo Roberto Pavani Filho

wonderful

This is well articulated

Emmanuel Obeahon

A great course that taught me a lot, but also made me aware of the challenges of valuation.

I have just completed the course ‘Comparable Valuation Analysis’ and I am very happy with the result. I learned a lot from this course and I enjoyed the lectures, quizzes, and assignments. The course was challenging but rewarding, and it helped me improve my skills and knowledge in valuation. I would recommend this course to anyone who wants to learn more about how to compare and value different companies and industries. However, I also know that this course is not enough to make me an expert in valuation, and I still have a lot to learn and practice. I am aware of the limitations and uncertainties of valuation methods, and I do not want to overestimate my abilities or underestimate the difficulties. I am grateful for this opportunity, but I also remain humble and realistic about my future prospects.

Zafar Ahmed

Crystal Clear

I did not really understand this topics during my college days But this course is simplifying everything, well structured, and help us fully understand the "why" and "how"

Mochamad Ali Ramdhani

Real examples

Course offers real examples that give you chance to apply what you learnt

Minja Matkovic

Good

Very easy to understand

Hasan Rinaldi

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!

Scott Weeks

Good Refresher

Gets you in the loop

Mugabi Christopher Duke

Very insightful

I found that after finishing this course, I was able to much better understand not only the steps, but also the fundamental logic behind comparative analysis. Thank you CFI for offering this course.

Luken Ko

Detail Explanation

Love this course, makes me really understand the comparable valuation

Arvin winatha

Great learning experience

I definitely recommend this course.

Dennis Graham

Super excited to complete

I am super excited to complete this course because it boosted my confidence in financial modeling.

Atinafu Asefa

Nice to Learn

Very much resourceful course this was. Geart...

Md Abdus Samad

Good course

Informative and well organized.

Ronen Wyrick

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All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

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How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

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Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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Comparable Valuation Analysis

Comparable Valuation Analysis Course Overview

Comparable Valuation Analysis Learning Objectives

Who Should Take This Course?

Comparable Valuation Analysis

What you'll learn

Introduction to Comparable Valuation Analysis

Screening for Comps

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)

Normalization and Analyst Estimates

Fully Diluted Shares Outstanding

Trading Comps Summary

Precedent Transaction Nuances

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Investment Banking & Private Equity Modeling Specialization

What Our Members Say

Ali Charanek

Sakshi Juvekar

Jackie Yang

Tapiwa Mufunde

Hashem Nawash Harb Nasser

Numen Tum Mbami Narcisse

Scott LaBrec

André Meneguelli

Perry Chilobe

Ali Murtaza

Saifeldeen El Shaikh

Paulo Roberto Pavani Filho

Emmanuel Obeahon

Zafar Ahmed

Mochamad Ali Ramdhani

Minja Matkovic

Hasan Rinaldi

Scott Weeks

Mugabi Christopher Duke

Luken Ko

Arvin winatha

Dennis Graham

Atinafu Asefa

Md Abdus Samad

Ronen Wyrick

Frequently Asked Questions