Comps Valuation Excel

The problem

Building trading comps in Excel is prone to manual errors, from inconsistent TTM periods to broken EV formulas. Most analysts waste hours formatting peer tables and calculating summary statistics instead of analyzing the valuation gaps.

What it does

• Selects a peer set of 6-10 public companies based on industry and business mix.
• Calculates Enterprise Value by aggregating market cap, total debt, and cash balances.
• Computes standard valuation multiples including EV/EBITDA, EV/Revenue, P/E, and P/B.
• Generates a statistical summary block with Mean, Median, Min, Max, and Quartiles.
• Derives an implied valuation range for the target company based on peer medians and quartiles.

Frameworks & tools

Microsoft Excel, Google Sheets.

Why this beats prompting it yourself

This skill enforces strict financial modeling logic, such as using consistent TTM figures and specific Enterprise Value formulas. It ensures that statistical summaries cover the exact peer range and flags outliers that would otherwise skew your median valuation.

Use cases

• Conducting buy-side screens for potential acquisition targets.
• Sanity-checking a Discounted Cash Flow (DCF) valuation with market-based data.
• Preparing valuation slides for investment pitch books or fairness opinions.
• Analyzing valuation gaps between a target and its peer size buckets.

Known limitations

Not suitable for companies without public peers or startups with no revenue. Requires manual entry or an external data source for peer financial inputs.