How to do Comps Valuation like a Banker

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  • Опубликовано: 11 дек 2024

Комментарии • 53

  • @RandageJr
    @RandageJr 3 года назад +21

    I can see Rosenbaum & Pearl influenced this video. Great content!

  • @kanwalsingh4154
    @kanwalsingh4154 3 года назад +3

    Great video. I hope you can also do a video on small (main street) business so we as investors can assess how the local business are doing in the markets. Thanks for posting it -really liked it!

  • @Wacc1611
    @Wacc1611 2 года назад +2

    Personal advice : become a voice artist you'll definitely rock!!!!! People have no idea how much money they can actually save via youtube... Thanks buddy.....

  • @johnnyies
    @johnnyies 3 года назад +9

    can you do an excel keystrokes video?

  • @veljkopetkovic5256
    @veljkopetkovic5256 2 года назад +1

    Great video. I was wondering, when you press Ctrl 1 to format a cell. How do you so quickly move around the menu using your keyboard?

    • @PeakFrameworks
      @PeakFrameworks  2 года назад

      Years of practice and memorizing different alt codes. You can also toggle different option / menus by pressing the underlined letter in the window pane.

  • @John-thinks
    @John-thinks 7 месяцев назад +1

    Good general format though, think that's a very common general approach to showing comps

  • @ambergray957
    @ambergray957 2 года назад +1

    Where did the (-8.5 B) come from in the equation to get the implied value?

  • @karimtawbeh8793
    @karimtawbeh8793 3 года назад +1

    This was a great video. Nice one 👍🏼

  • @jyoung5256
    @jyoung5256 3 года назад +5

    Straight out of rosenbaum & pearl lmao; love it. It’s great using templates on the job

  • @hopskops222
    @hopskops222 3 года назад

    Short and sweet! Very helpful, thank you!

  • @justincheung1454
    @justincheung1454 3 года назад

    Thanks for the walkthrough!

  • @shahzebhyder1994
    @shahzebhyder1994 3 года назад +2

    Amazing can you do DCF and precedent transactions example as well thanks

    • @PeakFrameworks
      @PeakFrameworks  3 года назад +1

      We have a DCF video on our channel! ruclips.net/video/OY_UiA1EQqk/видео.html
      Precedents video not in the pipeline, but mechanically very similar to comps.

  • @merazmamun4261
    @merazmamun4261 3 года назад +1

    Do you have to calendarize your comparable companies and find the last 12 months figure for them? If so, how do you do it? I am a bit lost on those parts.

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      You don't have to do last twelve months for simple analyses, but you will have to on the job.
      You essentially have to go through the filings and type out what the company did each quarter, then sum it up. So you have to go through a company's last couple of 10-Q's.

    • @merazmamun4261
      @merazmamun4261 3 года назад

      @@PeakFrameworks another question. Do you calendarize each company first, then find the last 12 months. For example, if I'm evaluating Chegg and its fiscal year ends January 31st, do I have to make other company's with different fiscal year endings have the same fiscal year ending as chegg. Then I can calculate the last twelve months figures for all comparables?
      Also, can I just pull out the last 12 months figure from sites like Yahoo Finance and Morningstar instead of calculating them?
      I want to be in equity research analysis, so I probably need to know the proper way to do comparable analysis.

  • @1rasha
    @1rasha Год назад

    from where you got these ebitda and revenue multiples? how are they calculated? not clear at all

  • @merved2083
    @merved2083 3 года назад

    Hi! Great content, appreciated it; THANKS! I have a question: While doing the valuation for a startup searching for a VC, do you think I should use market data, share price, etc. as you do in the video? Cause neither the startup nor its competitors/comps are private equity firms, thus they don't have any share prices yet. Do you think its competitors' valuations or investments would be enough as a metric?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад +1

      As you said, you won't be able to imply a share price of a private company. You can still use a public comps table to approximate what the value of the private company will be though. E.g. you'll get an EBITDA multiple from the public comps and you apply that to the private company. This is the analysis IB analysts do when seeing what a private company can IPO at. Good question!

    • @merved2083
      @merved2083 3 года назад

      @@PeakFrameworks Thanks for your reply!

  • @PeakFrameworks
    @PeakFrameworks  3 года назад

    Try Atom Finance premium for free to get analyst estimates and market data: imp.i223396.net/PeakFrameworks

  • @justenhoward8304
    @justenhoward8304 3 года назад

    Have you all released an Investment Banking course yet?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      Probably on the calendar for 2022, this year our upcoming course is focused on university students and valuation.

  • @marknovikov5732
    @marknovikov5732 3 года назад +1

    More videos like this!

  • @ReptiliaOnFire
    @ReptiliaOnFire 3 года назад

    Nice video, very useful!!

  • @chunng1181
    @chunng1181 3 года назад

    I have a question, whether tiktok is an app or a company. whether tiktok now in united states is an independent company or not. last question, if tiktok is an app, is it suitable to use comps to value an app?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад +1

      TikTok is an app and is owned by ByteDance. I don't think TikTok ended up becoming independent in the U.S. Yes, you can use comps to value an app.

  • @tuslmusic7244
    @tuslmusic7244 3 года назад

    Please explain how you were able to take the median and average of the valuation x multiples. My excel keeps giving errors!

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      You should be able to multiply directly. Make sure you convert the data to numbers, as it's exported in text. This fix is covered in the video.

    • @tuslmusic7244
      @tuslmusic7244 3 года назад

      @@PeakFrameworks oddly enough it is converted to numbers... weird

  • @zakkhan6054
    @zakkhan6054 3 года назад

    at the end why did you use the median ebitda multiple and not the the avg?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      Both would be perfectly reasonable. I like median more if there's a wide spread between multiples. I went with median here because it's a bit lower so I get a more conservative result.

  • @JordaanFPS
    @JordaanFPS 3 года назад

    Great video, any HF lessons coming soon? (EB analysts trying to move to HF)

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      I never worked or interviewed for HF, so I'm a bit hesitant to post anything too specific. I can do general skills like screening for companies and this, etc., but hard to do anything too detailed.

  • @KR-ln5qw
    @KR-ln5qw Год назад

    Good stuff

  • @Anonymous-rp4hn
    @Anonymous-rp4hn Год назад

    Why are you using NTM and not LTM??

  • @piec1
    @piec1 3 года назад

    are there any tools that you use for Canadian stocks

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      I use Atom Finance for Canadian stocks too! I don't invest as much in TSX companies maybe as I should though, mostly just do ETFs.

  • @ernestuxpc
    @ernestuxpc 3 года назад

    Can we have access to the excel file please?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      It's in our Valuation and Finance Starter Kit course, but not publicly available.

  • @elontusk9123
    @elontusk9123 3 года назад

    Why not use the revenue multiple?

    • @PeakFrameworks
      @PeakFrameworks  3 года назад +3

      It seemed a bit too aggressive for the valuation. Estimated ~$50B of TikTok revenue in 2021 and a 6-7x revenue multiple = ~$300B+ EV, which is is more than all of ByteDance was rumored to be valued. I think a lot of growth tech is valued off of EV / Revenue, so definitely good to be aware of what it is.

  • @ryanlee2734
    @ryanlee2734 2 года назад

    why don't you include the P/E multiple

    • @PeakFrameworks
      @PeakFrameworks  2 года назад

      I didn't here because the P/E multiples for a lot of these companies were crazy high and these fast growing tech businesses don't always trade on P/E.

  • @Daily_Conversations
    @Daily_Conversations 3 года назад

    A week pasted by, I am still waiting for new video , video about hedge fund :)

    • @PeakFrameworks
      @PeakFrameworks  3 года назад

      Unfortunately I'd say to not count on it, I haven't worked in the HF industry so there's nothing in the pipeline about them

  • @John-thinks
    @John-thinks 7 месяцев назад +1

    You are using the wrong green

  • @Corpfinbro
    @Corpfinbro 2 года назад

    Please explain to me why you are dividing an equity value by revenue and ebitda. Equity value should only be divided by bottom line net income as it is after debt. On the other hand, Enterprise value should be divided by revenue & ebit or ebitda, as it is before debt in the cap structure.

    • @PeakFrameworks
      @PeakFrameworks  2 года назад +2

      I am not dividing equity value by revenue or EBITDA. EV stands for enterprise value.

  • @TrashPanda.Garage
    @TrashPanda.Garage 7 месяцев назад

    atom finance is no longer useable by retail investors :(