Front cover of Comps Modeling manual in Premium Package

Trading and Transaction Comps Modeling are the most common analyses performed by investment bankers. In this module, we build a bulge-bracket grade trading comps model, as well as a comparable transactions model.

Learn to screen and identify appropriate trading and transaction comparables, and model financial and operating results.

Selecting and Evaluation Appropriate Multiples

• Learn to select appropriate comparable companies by evaluating operational, financial, size, and other similarities
• Select comparable companies
• Input financial data
• Calculate and interpret financial and market ratios
• Common analytical challenges including calendarization, nonrecurring items, dilutive securities, and classification issues are addressed using industry best practices.

Presenting Trading and Transaction Comparable Analysis

• Structuring an output schedule
• Selecting key valuation multiples using the VLOOKUP function
• Building multiple tables