Comps Valuation Excel skill

Building a defensible trading comps valuation requires more than just pulling numbers. It demands consistent capital structure bridges, handled outliers, and audit-ready formulas. This skill transforms raw financial data into a structured valuation framework that holds up under scrutiny.

What it does

• Structure Peer Sets by defining selection criteria, inclusion rationale, and business fit notes for comparable companies.
• Calculate Multiples including EV/Revenue, EV/EBITDA, and P/E, with explicit handling for non-meaningful or negative denominators.
• Bridge Enterprise Value by showing the bridge from equity value, debt, and cash to ensure consistent valuation benchmarks.
• Generate Distribution Statistics for peer sets, including minimum, 25th percentile, median, mean, 75th percentile, and maximum.
• Design Excel Workbooks with specific sheet layouts, cell formulas, input formatting guides, and validation checks.

How it works

1. Supply the target company's business description and available financial metrics like Revenue and EBITDA.
2. Provide a list of candidate peers or ask the agent to help define selection criteria based on scale, growth, and margins.
3. Review the generated trading comps table, distribution statistics, and the implied valuation range.
4. Export the recommended workbook structure and formulas directly into your financial model.

Frameworks & tools

This tool outputs structured data and logic compatible with Microsoft Excel and Google Sheets, focusing on standard investment banking and corporate finance modeling conventions.

Why this beats prompting it yourself

Generic prompts often mix up enterprise and equity value or fail to account for non-meaningful multiples in statistical averages. This skill enforces rigorous finance principles, ensuring your valuation bridge is mathematically sound and your peer distribution stats are calculated correctly.

Use cases

• Build a trading comps table for an M&A pitch deck or investment memo.
• Sanity-check a startup valuation against public market benchmarks.
• Design a dynamic Excel template for recurring sector valuation updates.
• Audit existing valuation models for formula consistency and peer comparability.

Known limitations

Does not provide real-time market data or stock prices; requires user-supplied financials and share prices. It is an analytical tool, not a source of investment advice.