Comparable Company Analysis Template

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Comparable Company Analysis Template

This comparable company analysis template demonstrates how to compute and compare the valuation ratios of industry competitors.

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Comparable Company Analysis Template Screenshot

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Comparable company analysis (or “comps” for short) is a valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business. Comps is a relative form of valuation, unlike a discounted cash flow (DCF) analysis, which is an intrinsic form of valuation.

Steps in Performing Comparable Company Analysis

#1 Find the right comparable companies

Compile a list of companies operating in the same industry with similar characteristics based on criteria including industry classification, geography, size, growth rate, margins, and profitability.

#2 Gather financial information

Once you’ve found the list of companies that you feel are most relevant to the company you’re trying to value, it’s time to gather their financial information.

#3 Set up the comps table

In Excel, you will create a table that lists all the relevant information about the companies you’re going to analyze.

#4 Calculate the comparable ratios

With a combination of historical financials and analyst estimates populated in the comps table, you can start calculating the various ratios that will be used to value the companies.

#5 Use the multiples from the comparable companies to value the company

More Free Templates

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Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.

 

Financial Analyst certification curriculum

 

A well rounded financial analyst possesses all of the above skills!

 

Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:

 

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