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Valuation

Comprehensive company and asset valuation models including DCF, comparables, and sum-of-parts

5 groups45 models

DCF Valuation

Discounted cash flow models for intrinsic value analysis

12 models in this group

Standard DCF Model

intermediate

Classic discounted cash flow with WACC and terminal value

dcfdiscounted cash flowwacc+2
📊 10 sections📐 6 assumptions

Levered DCF (APV)

advanced

Adjusted present value approach separating operating and financing effects

apvadjusted present valuelevered dcf+1

Two-Stage DCF

intermediate

High-growth phase followed by stable terminal growth

two stagegrowth phaseterminal growth

Three-Stage DCF

advanced

Growth, transition, and mature phases with varying assumptions

three stagetransition phasemature phase

FCFF Model

intermediate

Free cash flow to firm valuation with enterprise value focus

fcfffree cash flow to firmenterprise value

FCFE Model

intermediate

Free cash flow to equity for direct equity valuation

fcfefree cash flow to equityequity value

Dividend Discount Model

beginner

Gordon growth and multi-stage dividend valuation

ddmdividend discountgordon growth+1

Residual Income Model

advanced

Economic profit-based valuation using ROE and cost of equity

residual incomeeconomic profitroe+1

DCF Sum-of-Parts

advanced

Segment-level DCF with consolidated enterprise value

sum of partssegment valuationconglomerate

Real Estate DCF

intermediate

Property-level DCF with NOI, cap rates, and reversion

real estatenoicap rate+1

Infrastructure DCF

advanced

Long-term infrastructure project valuation with concession terms

infrastructureproject financeconcession

Quick DCF

beginner

Simplified 5-year DCF for rapid valuation estimates

quicksimplerapid+1

Comparable Analysis

Trading and transaction comparables methodologies

8 models in this group

Trading Comps

intermediate

Public company comparable analysis with market multiples

trading compspublic compsmarket multiples+1
📊 6 sections📐 3 assumptions

Transaction Comps

intermediate

Precedent transaction analysis with deal multiples

transaction compsprecedent transactionsdeal multiples+1

Football Field Chart

beginner

Visual valuation range summary across methodologies

football fieldvaluation rangesummary chart

EV Multiple Analysis

beginner

Enterprise value multiples: EV/Revenue, EV/EBITDA, EV/EBIT

ev multiplesev/revenueev/ebitda+1

Equity Multiple Analysis

beginner

Price multiples: P/E, P/B, P/S, PEG ratio analysis

p/eprice to earningsp/b+1

Industry-Specific Comps

intermediate

Sector-specific metrics: EV/subscriber, price/bed, EV/reserve

industry specificsector metricsspecialized multiples

Private Company Comps

intermediate

Private company valuation with illiquidity and control adjustments

private companyilliquidity discountcontrol premium

Regression-Based Comps

advanced

Statistical regression analysis for valuation benchmarking

regressionstatisticalbenchmark

Sum-of-Parts

Conglomerate and multi-division valuation

6 models in this group

Conglomerate SOTP

advanced

Multi-division valuation with segment-level analysis

conglomeratemulti-divisionsegment+1

NAV Model

intermediate

Net asset value for asset-heavy companies and REITs

navnet asset valuereit+1

Breakup Analysis

advanced

Spin-off and divestiture value assessment

breakupspin-offdivestiture+1

Hidden Value Analysis

advanced

Identifying undervalued assets and divisions

hidden valueundervaluedactivist

Stub Value Analysis

intermediate

Implied value of remaining business after known asset values

stub valueimplied valueresidual

Holding Company Value

advanced

Parent company valuation with subsidiary interests

holding companysubsidiaryparent company

Asset Valuation

Real estate, equipment, and tangible asset valuation

10 models in this group

Real Estate Valuation

intermediate

Property valuation with income, cost, and market approaches

real estatepropertycap rate+1

Equipment Valuation

intermediate

Machinery and equipment appraisal methodologies

equipmentmachineryappraisal+1

Inventory Valuation

beginner

FIFO, LIFO, and weighted average inventory methods

inventoryfifolifo+1

Intangible Asset Valuation

advanced

Brands, patents, customer relationships, and goodwill

intangiblebrandpatent+2

IP Valuation

advanced

Intellectual property valuation: relief from royalty, cost, market

ipintellectual propertyroyalty+1

Purchase Price Allocation

advanced

Post-acquisition asset and liability fair value allocation

ppapurchase price allocationfair value+1

Impairment Testing

intermediate

Goodwill and long-lived asset impairment analysis

impairmentgoodwillwrite-down+1

Liquidation Value

intermediate

Orderly and forced liquidation value analysis

liquidationforced saleorderly liquidation+1

Mineral Reserve Valuation

expert

Oil, gas, and mining reserve valuation

reservesoilgas+2

Biological Asset Valuation

advanced

Agricultural and forestry asset fair value

biologicalagriculturalforestry+1

Option & Warrant Valuation

Black-Scholes, binomial, and warrant pricing

9 models in this group

Black-Scholes Model

intermediate

Classic option pricing for European-style options

black scholesoption pricingeuropean option

Binomial Option Model

advanced

Lattice-based pricing for American and exotic options

binomiallatticeamerican option+1

Warrant Pricing

intermediate

Warrant valuation with dilution adjustment

warrantdilutionexercise price

ESOP Valuation

intermediate

Employee stock option plan valuation (ASC 718)

esopstock optionsasc 718+1

Convertible Bond Pricing

advanced

Convertible debt valuation separating debt and equity components

convertiblebondconversion+1

Monte Carlo Option Pricing

expert

Simulation-based pricing for path-dependent options

monte carlosimulationpath dependent

Option Greeks Calculator

intermediate

Delta, gamma, theta, vega, and rho analysis

greeksdeltagamma+2

Implied Volatility Model

advanced

Backing out volatility from market option prices

implied volatilityvol surfacevix

Real Options Framework

expert

Strategic flexibility valuation using option theory

real optionsstrategic flexibilityexpansion option+1

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