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Comparable Company Analysis Template

Comparable Company Analysis Template

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

Below is a screenshot of the comparable company analysis template:

Comparable Company Analysis Template Screenshot

 

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Comparable Company Analysis Template

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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 Setup 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

 

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