Salesforce DCF Valuation Model (2022) | Built From Scratch By Ex-JP Morgan Investment Banker!

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  • Опубликовано: 4 сен 2024

Комментарии • 74

  • @rareliquid
    @rareliquid  2 года назад +1

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    • @DYK0929
      @DYK0929 Год назад

      how can I download the completed spreadsheet

  • @xApplesss
    @xApplesss 2 года назад +8

    You should have a graphic keyboard on the video that indicate which key you press on the keyboard at any given time while working in Excel. It could be helpful for your audience (for me at least) to understand what shortcuts to use and when. This will also take away the need for you to explain all the shortcuts. Other than that these videos are great and super helpful. Keep up the good work/content!

    • @rareliquid
      @rareliquid  2 года назад +1

      will work to add this!

  • @fbi6555
    @fbi6555 2 года назад +12

    Man’s is literally attending Wharton and he’s like ya I have a few hours to break down this company to the molecular level. 😂
    Top G.

    • @rareliquid
      @rareliquid  2 года назад +1

      loolll im doin ma best

  • @rareliquid
    @rareliquid  2 года назад +2

    ⏱Timestamps⏱
    0:00 - Introduction
    0:30 - Agenda
    1:49 - Salesforce Situation Overview
    5:15 - Wall Street Prep
    7:12 - Revenue Build
    37:14 - Historical Financials and Estimates
    50:10 - Building the DCF
    1:17:25 - WACC Calculation
    1:23:34 - Mid-Year Convention
    1:26:53 - Implied Share Price
    1:29:33 - Price Discussion

  • @jonastjellesen2574
    @jonastjellesen2574 2 года назад +4

    Thanks again Ben. Really insightful video once again - keep it up! You talked about how the DCF's you made at JP Morgan was insanely detailed - would it be possible for you just to show us one example (not doing one)? Could ofc just be a fictive company, but just so we could get an idea of what you did there and what other people are doing. Thanks!

  • @anubhavonyt
    @anubhavonyt 2 года назад +5

    39:59 Hey Ben, where are you getting these EBIT figures from? I have downloaded the historicals from Salesforce Interactive Analyst Center and its totally different from what you are putting. Infact there is a little bit difference in every line item you are putting.

  • @saaho6718
    @saaho6718 Год назад +2

    How did you get that EBIT, when im calculating it, I get different numbers and yahoo finance has different numbers compared to yours, actually all your numbers for sales and cogs or completely different than yahoo and mine for previous years

  • @alec11sp
    @alec11sp 2 года назад +2

    Thanks for sharing this, Ben. As a digital nomad working for RUclips and other platforms, would you mind making an analysis (in US dollars currency) of different countries taxes? And where would be the best options to stablish.

  • @metamorphiclight6510
    @metamorphiclight6510 2 года назад +4

    hi Ben, i understand that it is extremely time consuming, but could I request that you do one for square - it would be interesting to see how DCF plays out for an extremely strong growth stock!

    • @rareliquid
      @rareliquid  2 года назад

      will keep it in mind for its next earnings!

    • @helstonshedgefund5181
      @helstonshedgefund5181 2 года назад

      It really doesn’t matter what company Ben models. To fully utilise a DCF (a very sensitive method of valuation), you should be using his videos to learn how to create a DCF and then constructing your own. But you need to do full revenue breakdown and potentially costs also, so you have a full understanding of the company. Ben is not doing this and by watching his videos you’re not gaining any insight into the company for an investment. No hate to you Ben by the way I love your videos.

    • @metamorphiclight6510
      @metamorphiclight6510 2 года назад

      @@helstonshedgefund5181 hi there, thank you for your advice! i have in fact done a DCF on Square, aka Block referencing to Ben’s DCF videos. the reason I requested for it is because Square is an extremely complicated company to conduct DCF on - take a look at their financials; bouncing between profitability and making losses QoQ and YoY, with very inconsistent numbers within all 3 of their financial statements. (Ben, thus far, has only modeled for profitable, and relatively “blue-chip-ish” type of companies) as such, i wanted to understand how Ben would tackle a DCF on Square, utilising his Investment Banking knowledge and experience. it is undeniably much simpler to do a DCF on matured companies! hope that clarifies any misunderstanding :)

  • @chasestapleton9497
    @chasestapleton9497 2 года назад

    Got yelled at by my gov teacher today because I was making a DCF on Msft while she was lecturing. Weirdest reaction ever. Anyways, stonks come first! Thanks for the vid, Ben

  • @celestialcelesta3917
    @celestialcelesta3917 2 года назад

    Great work as always. Could you do a valuation for financial service companies - bank and non-bank? Thanks!

  • @asfandrkhan
    @asfandrkhan Год назад

    It would be great if you can build a three statement model from scratch, or a full DCF live (even if it takes a few days).

  • @tunle3980
    @tunle3980 2 года назад

    Bro. Love you series

  • @autumnzhong3308
    @autumnzhong3308 2 года назад +1

    Ben, can you show us an "insanely detailed model"?

    • @rareliquid
      @rareliquid  2 года назад +1

      my tesla and apple dcf videos are a bit more detailed but i don't have access to the more detailed ones i built before

  • @leeserene7608
    @leeserene7608 Год назад

    Thanks for the video, however, how do forecast the business metrics such as RPO?

  • @phyllisslife8922
    @phyllisslife8922 2 года назад +8

    I'm done sitting tight for the award advance since i acquire $23,000 every 12 days from my investment.

    • @smitheric3842
      @smitheric3842 2 года назад

      How? I would really appreciate if you show me how to go about it. Please can you list the platforms ?

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      @phyllisslife8922 2 года назад

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      @vestyhkazimenkova7241 2 года назад

      I started with just 4,000 dollars now earning upto 17,000 dollars WEEKLY

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      @wagnerjames5169 2 года назад

      I met Expert Fred Williams last year for the first time at a conference in new york city, i invested €24,000 and traded in one month making close to €200,000..

  • @anthonymagnotta3428
    @anthonymagnotta3428 6 месяцев назад

    What source are you using for the financial statements? Also do you have a template available for salesforce?

  • @roysynrodrigues4188
    @roysynrodrigues4188 2 года назад

    How about a REIT? I think most common is NAV model

  • @nachoroman6102
    @nachoroman6102 Год назад

    This is great!! But could someone give me a hint of where to get those financial statements in Excel?? Thanks!!

  • @hartejhaer8851
    @hartejhaer8851 2 года назад +1

    Great vid! Could you do Nike please :) Will be interesting to hear your thoughts

    • @rareliquid
      @rareliquid  2 года назад

      will keep it in mind! i'd like to know as well

  • @shameelkhan8026
    @shameelkhan8026 Год назад

    Could you add IRR to the DCFs and also how you can back into a target based on a set rate of return hurdle (I.e20% irr)

  • @darealbrawler
    @darealbrawler 2 года назад

    If you hadn't said anything, I wouldn't have noticed that you had a new microphone. You still sound very low.
    but your content is still great *thumpsUp*

  • @LUJIO
    @LUJIO 2 года назад +1

    Hi from Italy, Are u doing a DCF on Meta after H1?

  • @rkt3898
    @rkt3898 Год назад

    Can you please build a DCF model for construction company?

  • @worthystudios1
    @worthystudios1 Год назад

    The revenue from 10k does not match your historical data, is there something else I’m missing ?

  • @nicolasdelcroix1094
    @nicolasdelcroix1094 2 года назад +1

    Hi ben, where do you find all these numbers to work with?

  • @nev6250
    @nev6250 2 года назад +2

    Hey Ben! I'm really curious about your desk setup! I saw you were finished with your new place(I follow your insta)

    • @rareliquid
      @rareliquid  2 года назад

      will be making a video about this soon!

  • @joaop.9015
    @joaop.9015 2 года назад +1

    Your content is amazing! Please, could u do a Valuation for M&A or IPO company? Appreciate it!

  • @eliasfayad3102
    @eliasfayad3102 2 года назад

    If you please, can I have a blank Excel sheet so that we can walk with you step by step

  • @kevinsuh5313
    @kevinsuh5313 2 года назад +1

    YESS!

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    @williamsthompson7964 2 года назад +27

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    @seanmichael6579 2 года назад +1

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