Skill project3-7 daysIntermediate
Value one public company using DCF, trading comps, and transaction comps
A valuation workbook, one-page recommendation note, sensitivity table, and clear investment view.
Steps
5
Outputs
7
Excelannual reportsmarket dataExcel or Google Sheets
Open project workspaceOpen full project briefWhat to do
Scenario
You are working as a Investment Banking. Your manager asks you to use Valuation to answer a real business or investment question and present a decision-ready output.
Objective
Show that you can apply Valuation in a practical analyst workflow, not only explain the theory.
How to start
- Pick one listed company and define the valuation date.
- Collect financial statements for at least three years.
- Choose 4-6 comparable companies and capture market multiples.
- Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.
Step-by-step execution
- Build historical financials and clean one-off items.
- Forecast revenue, costs, taxes, capex, and working capital.
- Calculate DCF value, trading comps value, and transaction comps value where possible.
- Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
- Write a final recommendation explaining upside/downside, key risks, and what would change your view.
What to submit
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final output file
Data and sources
- Latest annual report
- Quarterly results or investor presentation
- NSE/BSE price history
- Peer company filings
- Public transaction/news sources
Quality checklist
- Model balances and formulas are traceable.
- Assumptions are tied to filings or clear logic.
- Comps are relevant by business model, size, and geography.
- Sensitivity output changes the conclusion logically.
- Recommendation is concise and defensible.
Interview talk track
- Problem: explain the business question and why it matters for Investment Banking.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Resume bullet
Built a a valuation workbook, one-page recommendation note, sensitivity table, and clear investment view. for Valuation, using Excel, annual reports, market data to convert raw information into a decision-ready finance output.