Valuation Resources

Helpful resources and guides for mastering valuation analysis

Valuation Methods

What are the main valuation methods? When valuing a company as a going concern there are three main valuation methods used: (1) DCF analysis, (2) comparable company analysis, and (3) precedent transactions.  These are the most common methods of valuation used in investment banking, equity research, private equity, corporate development, mergers & acquisitions (M&A), leveraged buyouts...

Comparable Company Analysis

What is comparable company analysis? 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....

Due Diligence Report

What is a due diligence report? This article what a due diligence report should cover and what questions need to be answered with mergers and acquisitions. The report is often sent as an internal memo to members of the executive team who are evaluating the transaction.     What are the sections of a due...

Investment Banking Pitch Book

What is an investment banking pitch book? An investment banking pitch book is a PowerPoint presentation designed to win new business. The “pitch” is typically an explanation of why the bank in question is best suited to lead the transaction, and why they should be engaged by the client. There are various types of pitches,...

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