The Business Valuation Model for Excel is an "out-of-the-box" professional valuation model developed by a CFA charterholder. It is designed to accept information from publicly-available 10-K reports in order to calculate the total and per-share value of a business.
The model includes a basic and common-size income statement and balance sheet, an easy-to-use cost of equity and WACC calculator, a detailed ratio analysis and a comprehensive discounted cash flow (DCF) analysis. Cells requiring user input are clearly highlighted, making valuations very easy to perform.
The model is also flexible, allowing the practitioner to vary the analysis based on variables such as: expected return on the overall market, perpetual future growth rate of cash flows, expected new investments, and miscellaneous items. Changes made to one part of the model automatically flow through to the other parts, ultimately affecting the overall and per-share valuation of the company. (For example, lowering the assumed risk-free rate decreases the cost of equity, which decreases the WACC, which increases the valuation. By simply changing the risk-free rate, the valuation automatically increases.)
Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.
The Business Valuation Model for Excel is a professional-grade "out-of-the-box" valuation model designed to provide detailed valuations from publicly-available information. It provides a detailed valuation while remaining flexible and easy-to-use.
This spreadsheet was developed by a CFA charterholder.
- Save time by using a pre-designed template as a basis for your analysis.
- Reduce formula errors caused when practitioners try to build valuation models from scratch. The calculations are already done for you. Simply enter the publicly-available information highlighted by the model, tweak it to match your expectations on the direction of the overall market, and view the completed valuation.
- Save money by spending your time on running your business or analyzing the results of the valuation rather than spending countless hours building a model from scratch.
- The model is easy-to-use and flexible. Cells requiring input are clearly highlighted within the model and are easily populated with publicly-available information from the company's 10-K report. The practitioner has the ability to influence the valuation by changing key variables within the model.
- Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.
- The model was developed by a financial professional (CFA charterholder).
| Click the thumbnails below for partial
screenshots of the Business Valuation Model for Excel. |
DCF Analysis |
Ratio Analysis |
Income Statement |
Common-size Income Statement |
Balance Sheet |
Common-size Balance Sheet |
Cost of Equity and WACC Calculation |
The Business Valuation Model for Excel runs on any version of Excel from 97-2010.
It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.
This product is also compatible with Excel 2004, Excel 2008 and Excel 2011 for Mac running
on Mac OSX Snow Leopard, Leopard or Tiger.
