| comparable company analysis excel: Excel for Finance and Accounting Suraj Kumar Lohani, 2023-04-14 Everything you need to know about using Excel for finance and accounting functions KEY FEATURES ● Learn how to create financial models in Excel. ● Explore ways to use Excel functions and formulas for financial calculations. ● Implement advanced Excel techniques for finance and accounting tasks. DESCRIPTION Excel is a widely-used tool in finance and accounting, and this book provides a comprehensive guide on how to utilize it for maximum efficiency. The book covers basic to advanced Excel functions such as data manipulation, financial modeling, and scenario analysis. It also offers practical tips on how to create professional-looking reports, charts, and tables, which are essential in presenting financial data to stakeholders. With Excel's ever-evolving features and functions, it can be challenging for professionals to keep up with its latest updates. This book keeps you updated with the latest Excel features and offers practical examples of how to apply them in finance and accounting. Additionally, it offers tips on how to use Excel to automate repetitive tasks, freeing up more time for strategic analysis and decision-making. With this book, you can learn to leverage Excel to its full potential and gain a competitive advantage in your roles. WHAT YOU WILL LEARN ● Learn how to effectively manage financial data in Excel. ● Discover different techniques for preparing financial statements. ● Learn how to perform budget analysis in Excel. ● Learn how to create a forecast in Excel. ● Build dynamic dashboards and reports for financial data. WHO THIS BOOK IS FOR For individuals working in finance and accounting positions, whether at an entry-level or in senior management, this book is a must-have. It will enable professionals to enhance their productivity, precision, and effectiveness, resulting in significant savings of time and resources. TABLE OF CONTENTS 1. Getting Started with Advance Excel 2. Preparing Financial Statements Smartly 3. Calculating and Projecting Various Financial Ratios 4. Modeling Working Capital 5. Preparing Business Valuation Modeling 6. Financial Modeling and Cash Flow Modeling 7. Preparing Different Budgets With Analysis 8. Capital Budgeting and Leverage Buyout Modeling 9. Dashboards With Excel |
| comparable company analysis excel: Building Financial Models with Microsoft Excel K. Scott Proctor, 2004-10-28 A comprehensive guide to building financial models Building Financial Models with Microsoft Excel + CD-ROM provides beginning or intermediate level computer users with step-by-step instructions on building financial models using Microsoft Excel-the most popular spreadsheet program available. The accompanying CD-ROM contains Excel worksheets that track the course of the book and allow readers to build their own financial models. This comprehensive resource also covers important topics such as the concept of valuation, the concept of sensitivity analysis, the concepts of contribution margin and financial ratios and the basics of building and using a Capitalization Table. K. Scott Proctor, CFA, is the Director of Investor Analytics at SNL Financial, a financial information provider. |
| comparable company analysis excel: Investment Banking Joshua Rosenbaum, Joshua Pearl, 2020-03-20 A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an essential tool for success. Due to the fast-paced nature of this world, however, no one was able to take the time to properly codify its lifeblood--namely, valuation and dealmaking. Rosenbaum and Pearl originally responded to this need in 2009 by writing the first edition of the book that they wish had existed when they were trying to break into Wall Street. Investment Banking: Valuation, LBOs, M&A, and IPOs, 3rd Edition is a highly accessible and authoritative book written by investment bankers that explains how to perform the valuation work and financial analysis at the core of Wall Street – comparable companies, precedent transactions, DCF, LBO, M&A analysis...and now IPO analytics and valuation. Using a step-by-step, how-to approach for each methodology, the authors build a chronological knowledge base and define key terms, financial concepts, and processes throughout the book. The genesis for the original book stemmed from the authors' personal experiences as students interviewing for investment banking positions. As they both independently went through the rigorous process, they realized that their classroom experiences were a step removed from how valuation and financial analysis were performed in real-world situations. Consequently, they created this book to provide a leg up to those individuals seeking or beginning careers on Wall Street – from students at undergraduate universities and graduate schools to career changers looking to break into finance. Now, over 10 years after the release of the first edition, the book is more relevant and topical than ever. It is used in over 200 universities globally and has become a go-to resource for investment banks, private equity, investment firms, and corporations undertaking M&A transactions, LBOs, IPOs, restructurings, and investment decisions. While the fundamentals haven't changed, the environment must adapt to changing market developments and conditions. As a result, Rosenbaum and Pearl have updated their widely adopted book accordingly, turning the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs into a unique and comprehensive training package, which includes: Two new chapters covering IPOs plus insightful contributions from Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings, and global law firm Latham & Watkins LLP Access to six downloadable valuation model templates, including Comparable Companies Analysis, Precedent Transactions Analysis, Discounted Cash Flow Analysis, Leveraged Buyout Analysis, M&A Analysis, and IPO Valuation Six-month access to online Wiley Investment Banking Valuation Course featuring bite-sized lessons, over five hours of video lectures, 100+ practice questions, and other investment banking study tools Launch your career on Wall Street and hone your financial expertise with Rosenbaum and Pearl’s real-world knowledge and forward-looking guidance in the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs. |
| comparable company analysis excel: Business Analysis with Microsoft Excel Conrad George Carlberg, 2002 Take control of the bottom line using expert techniques and Excel's powerful financial capabilities! Whether you own a small business or work for a large corporation; whether you are looking for help making financial and business decisions -- this book is for you. Business Analysis with Microsoft Excel, Second Editionprovides in-depth information that will maximize your use of the tools within Excel. Professional advice and guidance from an experienced author provide the answers to your most pressing questions. |
| comparable company analysis excel: Corporate Valuation Benedicto Kulwizira Lukanima, 2023-08-04 This book provides students with basic knowledge and advance skills for addressing practical challenges in valuation. First, the book presents financial information as a vital ingredient for performing corporate valuation. Second, the book presents key concepts of value and valuation and basic techniques for cash flow discounting. Third, the book offers an understanding of the reality of valuation, not simply as a numerical subject, as most people tend to think, but as a combination of objective and subjective aspects. Finally, it examines valuation in relation to the linkage between a firm’s objective, management role in value creation, investors’ decisions, and the valuation role of financial information. This book is designed and presented to make valuation easily accessible while also not diluting the nature of its complexity. To assist in the learning experience, the author provides illustrative case studies using real world data and review questions to cover all concepts. To assist professors, slides, Microsoft Excel illustrations, working data and sample syllabi are available online for download. |
| comparable company analysis excel: Investment Banking Workbook Joshua Rosenbaum, Joshua Pearl, Joseph Gasparro, 2021-02-23 The ideal companion to Investment Banking Investment Banking WORKBOOK is the ideal complement to Investment Banking: Valuation, LBOs, M&A, and IPOs, Third Edition—enabling you to truly master and refine the core skills at the center of the world of finance. This comprehensive study guide provides an invaluable opportunity to explore your understanding of the strategies and techniques covered in the main text before putting them to work in real-world situations. The WORKBOOK, which parallels the main book chapter by chapter, contains over 500 problem-solving exercises and multiple-choice questions. Topics reviewed include: – Valuation and its various forms of analysis, including comparable companies, precedent transactions, and DCF analysis –Leveraged buyouts—from the fundamentals of LBO economics and structure to detailed modeling and valuation –M&A sell-side tools and techniques, including an overview of an organized M&A sale process –M&A buy-side strategy and analysis, including a comprehensive merger consequences analysis that includes accretion/dilution and balance sheet effects –IPOs, including valuation, structure, and process, as well as SPACs and direct listings The lessons found within will help you successfully navigate the dynamic world of investment banking, LBOs, M&A, IPOs, and professional investing. Investment Banking WORKBOOK will enable you to take your learning to the next level in terms of understanding and applying the critical financial tools necessary to be an effective finance professional. |
| comparable company analysis excel: Valuing Businesses Using Regression Analysis C. Fred Hall, III, 2021-05-18 Demystifies regression-based valuation through simple explanations, easy-to-understand charts, and time-saving bonus resources Current methodologies using median, quartiles, or standard deviations to calculate revenue multipliers and cash flow multipliers often produce values that are wildly divergent. This forces the appraiser to choose between a very high or a very low value or consider averaging the values, opening the possibility for the appraiser to be challenged. On the surface, regression analysis appears to be the more complex, mathematical model, so many professionals shy away from using it out of fear that readers will be confused and reject the results of the appraisal. Valuing Businesses Using Regression Analysis solves this issue by breaking down regression to its simplest terms and providing easy-to-read charts and explanations that can be understood by all. Since regression analysis does not come pre-installed in Excel, this book will show you how to enable Excel's regression in your computer. Then you'll learn four different Regression tools that can be used for business valuations or for forecasting in general. As an added perk, this book also comes with a template that simplifies the entire regression methodology into the click of one button. With a minimal amount of work, you can use this template to produce a compelling four-page valuation report. See why current valuation methodologies can be wildly inaccurate and why regression analysis is a practical and preferable alternative Learn how to set up Regression in Excel and use single-variable linear regression to predict revenue and cash flow multipliers Walk through the process for conducting more advanced analyses, including curved regression with outliers and multiple variable regression Use the bonus template to create attractive four-page valuation reports using regression analysis in Excel This book is an excellent choice for valuators and other financial professionals ready to take the leap into regression analysis for more accurate, more objective business valuations. |
| comparable company analysis excel: Financial Modeling and Valuation Paul Pignataro, 2013-07-10 Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field. |
| comparable company analysis excel: Crash Course in Accounting and Financial Statement Analysis Matan Feldman, Arkady Libman, 2011-07-20 Seamlessly bridging academic accounting with real-life applications, Crash Course in Accounting and Financial Statement Analysis, Second Edition is the perfect guide to a complete understanding of accounting and financial statement analysis for those with no prior accounting background and those who seek a refresher. |
| comparable company analysis excel: Valuation McKinsey & Company Inc., Tim Koller, Marc Goedhart, David Wessels, 2010-07-16 The number one guide to corporate valuation is back and better than ever Thoroughly revised and expanded to reflect business conditions in today's volatile global economy, Valuation, Fifth Edition continues the tradition of its bestselling predecessors by providing up-to-date insights and practical advice on how to create, manage, and measure the value of an organization. Along with all new case studies that illustrate how valuation techniques and principles are applied in real-world situations, this comprehensive guide has been updated to reflect new developments in corporate finance, changes in accounting rules, and an enhanced global perspective. Valuation, Fifth Edition is filled with expert guidance that managers at all levels, investors, and students can use to enhance their understanding of this important discipline. Contains strategies for multi-business valuation and valuation for corporate restructuring, mergers, and acquisitions Addresses how you can interpret the results of a valuation in light of a company's competitive situation Also available: a book plus CD-ROM package (978-0-470-42469-8) as well as a stand-alone CD-ROM (978-0-470-42457-7) containing an interactive valuation DCF model Valuation, Fifth Edition stands alone in this field with its reputation of quality and consistency. If you want to hone your valuation skills today and improve them for years to come, look no further than this book. |
| comparable company analysis excel: The Analyst Trifecta® Corporate Finance Institute, 2017-11-01 Welcome to the official Analyst Trifecta eBook from the Corporate Finance Institute. In this 141-page guide, you will learn industry-leading best practices to stand out from the crowd and become a world-class financial analyst. From analytics, presentation to soft skills, this eBook covers what an analyst can do to rise to the top. We hope this book will help you advance your career and achieve your future goals! This guide is broken down into three main sections: Analytics, Presentation, and Soft skills. All three of these are necessary to rise to the top and become the best financial analyst you can be! |
| comparable company analysis excel: Hands-On Financial Modeling with Excel for Microsoft 365 Shmuel Oluwa, 2022-06-17 Explore a variety of Excel features, functions, and productivity tips for various aspects of financial modeling Key Features Explore Excel's financial functions and pivot tables with this updated second edition Build an integrated financial model with Excel for Microsoft 365 from scratch Perform financial analysis with the help of real-world use cases Book DescriptionFinancial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Excel for Microsoft 365 explores financial modeling terminologies with the help of Excel. Starting with the key concepts of Excel, such as formulas and functions, this updated second edition will help you to learn all about referencing frameworks and other advanced components for building financial models. As you proceed, you'll explore the advantages of Power Query, learn how to prepare a 3-statement model, inspect your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. Next, you'll learn how to deal with iterations and provide graphical representations of ratios, before covering best practices for effective model testing. Later, you'll discover how to build a model to extract a statement of comprehensive income and financial position, and understand capital budgeting with the help of end-to-end case studies. By the end of this financial modeling Excel book, you'll have examined data from various use cases and have developed the skills you need to build financial models to extract the information required to make informed business decisions.What you will learn Identify the growth drivers derived from processing historical data in Excel Use discounted cash flow (DCF) for efficient investment analysis Prepare detailed asset and debt schedule models in Excel Calculate profitability ratios using various profit parameters Obtain and transform data using Power Query Dive into capital budgeting techniques Apply a Monte Carlo simulation to derive key assumptions for your financial model Build a financial model by projecting balance sheets and profit and loss Who this book is for This book is for data professionals, analysts, traders, business owners, and students who want to develop and implement in-demand financial modeling skills in their finance, analysis, trading, and valuation work. Even if you don't have any experience in data and statistics, this book will help you get started with building financial models. Working knowledge of Excel is a prerequisite. |
| comparable company analysis excel: Corporate Finance and Financial Modeling Finance and Sun , The book is meant for finance professionals, students in business, and individuals who want to gain knowledge about the principles and applications of corporate finance. The book starts by giving an overview of corporate finance, including financial statements, ratio analysis, and capital budgeting. Later chapters explore more complex topics, including cost of capital, financial modeling methods, and valuation. The book provides readers with the necessary skills to build financial models for any business scenario by including detailed explanations of Excel modeling techniques, sensitivity analysis, and scenario analysis. Furthermore, the book includes a thorough instruction to, which covers discounted cash flow analysis, comparable company analysis, and precedent transactions analysis. The last part of the book discusses mergers, acquisitions, and corporate restructuring. It talks about the different types of transactions, their advantages and disadvantages, and the effects they have on financial statements. The book includes real-life examples and case studies that help explain the concepts and techniques that are discussed. |
| comparable company analysis excel: How to Be an Investment Banker Andrew Gutmann, 2013-03-26 A top-notch resource for anyone who wants to break into the demanding world of investment banking For undergraduates and MBA students, this book offers the perfect preparation for the demanding and rigorous investment banking recruitment process. It features an overview of investment banking and careers in the field, followed by chapters on the core accounting and finance skills that make up the necessary framework for success as a junior investment banker. The book then moves on to address the kind of specific technical interview and recruiting questions that students will encounter in the job search process, making this the ideal resource for anyone who wants to enter the field. The ideal test prep resource for undergraduates and MBA students trying to break into investment banking Based on author Andrew Gutmann's proprietary 24 to 30-hour course Features powerful learning tools, including sample interview questions and answers and online resources For anyone who wants to break into investment banking, How to Be an Investment Banker is the perfect career-making guide. |
| comparable company analysis excel: Investment Banking Joshua Pearl, Joshua Rosenbaum, 2013-05-29 Investment Banking, UNIVERSITY EDITION is a highly accessible and authoritative book written by investment bankers that explains how to perform the valuation work at the core of the financial world. This body of work builds on Rosenbaum and Pearl’s combined 30+ years of experience on a multitude of transactions, as well as input received from numerous investment bankers, investment professionals at private equity firms and hedge funds, attorneys, corporate executives, peer authors, and university professors. This book fills a noticeable gap in contemporary finance literature, which tends to focus on theory rather than practical application. It focuses on the primary valuation methodologies currently used on Wall Street—comparable companies, precedent transactions, DCF, and LBO analysis—as well as M&A analysis. The ability to perform these methodologies is especially critical for those students aspiring to gain full-time positions at investment banks, private equity firms, or hedge funds. This is the book Rosenbaum and Pearl wish had existed when we were trying to break into Wall Street. Written to reflect today’s dynamic market conditions, Investment Banking, UNIVERSITY EDITION skillfully: Introduces students to the primary valuation methodologies currently used on Wall Street Uses a step-by-step how-to approach for each methodology and builds a chronological knowledge base Defines key terms, financial concepts, and processes throughout Provides a comprehensive overview of the fundamentals of LBOs and an organized M&A sale process Presents new coverage of M&A buy-side analytical tools—which includes both qualitative aspects, such as buyer motivations and strategies, along with technical financial and valuation assessment tools Includes a comprehensive merger consequences analysis, including accretion/(dilution) and balance sheet effects Contains challenging end-of-chapter questions to reinforce concepts covered A perfect guide for those seeking to learn the fundamentals of valuation, M&A , and corporate finance used in investment banking and professional investing, this UNIVERSITY EDITION—which includes an instructor’s companion site—is an essential asset. It provides students with an invaluable education as well as a much-needed edge for gaining entry to the ultra-competitive world of professional finance. |
| comparable company analysis excel: Investment Banking Joshua Rosenbaum, Joshua Pearl, 2018-12-11 One of a kind learning package on Investment Banking by experts Rosenbaum & Pearl that includes Book, Downloadable Models + Online Course (practice questions, lecture videos). Get the foundation you need for success on Wall Street! In the aftermath of the subprime mortgage crisis and ensuing credit crunch, the world of finance is returning to the fundamentals of valuation and critical due diligence for M&A, capital markets, and investment opportunities. This involves the use of more realistic assumptions governing approach to risk as well as a wide range of value drivers. While valuation has always involved a great deal of art in addition to time-tested science, the artistry is perpetually evolving in accordance with market developments and conditions. This unique learning experience, from bestselling authors and investment banking experts Joshua Rosenbaum and Joshua Pearl, provides insight on technical valuation fundamentals as well as practical judgement skills and the industry perspective needed to succeed on Wall Street. This comprehensive learning package includes: Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions, 2nd Edition - the highly accessible and authoritative guide to corporate valuation Access to five downloadable valuation model templates, including Comparable Companies Analysis, Precedent Transactions Analysis, Discounted Cash Flow Analysis, Leveraged Buyout Analysis, and M&A models Six-month access to online Wiley Investment Banking Valuation Course featuring bite-sized lessons, over five hours of video lectures, 100+ practice questions, and other investment banking study tools Whether you’re just starting your career in investment banking or looking to dive deeper into valuation, Investment Banking: Valuation Models + Online Course will help you navigate the world of price mergers, acquisitions, and buyout transactions and gain real-world experience with the fundamental analytical tools and methodologies used in valuing companies. |
| comparable company analysis excel: UBS WetFeet (Firm), 2009 |
| comparable company analysis excel: Valuation McKinsey & Company Inc., Tim Koller, Marc Goedhart, David Wessels, 2005-08-05 Hailed by financial professionals worldwide as the single best guide of its kind, Valuation, Fourth Edition is thoroughly revised and expanded to reflect business conditions in today's volatile global economy. Valuation provides up-to-date insights and practical advice on how to create, manage, and measure an organization's value. Along with all-new case studies that illustrate how valuation techniques and principles are applied in real-world situations, this comprehensive guide has been updated to reflect the events of the Internet bubble and its effect on stock markets, new developments in academic finance, changes in accounting rules (both U. S. and IFRS), and an enhanced global perspective. This edition contains the solid framework that managers at all levels, investors, and students have come to trust. |
| comparable company analysis excel: Mergers & Acquisitions Maximilian Dreher, Dietmar Ernst, 2022-05-07 Mergers & acquisitions are an essential instrument of strategic corporate management for companies of all sizes. The success of an M&A project highly depends on an optimal transaction preparation, fast execution and the experience of all parties involved. Due to numerous endogenous and exogenous influences, no two M&A transactions are alike at the detailed level. This book is designed as a practical M&A guide for students and professionals alike. In addition to dealing with important basics of mergers & acquisitions, the focus is on a structured and in-depth examination of the individual process steps of a typical company sale. At various points in this book, specific differences between a company sale of medium-sized companies (mid-caps) and large companies (large-caps) are discussed in detail. |
| comparable company analysis excel: How to Be a Financial Analyst: A Comprehensive Guide Simon Meadows, How to Be a Financial Analyst: A Comprehensive Guide is your essential roadmap to mastering the intricate and dynamic field of financial analysis. This in-depth book and course guide provides a complete curriculum for aspiring financial analysts, covering everything from foundational concepts and advanced techniques to real-world applications and industry insights. With twenty detailed chapters, each featuring practical exercises, case studies, and expert advice, this guide equips you with the knowledge and skills needed to excel in financial analysis. Whether you're a student preparing for a career in finance or a professional seeking to enhance your expertise, this comprehensive resource will help you navigate your journey with confidence and clarity. |
| comparable company analysis excel: The Art of Leveraging Relationships for CEOs Eon Ranger, 2023-08-03 Are you a CEO looking to propel your business to new heights of success? The Art of Leveraging Relationships for CEOs: Capital Raising Strategies for Unlocking Financial Opportunities is your comprehensive guide to navigate the ever-changing world of modern entrepreneurship. In this transformative book, you will explore the power of the Golden Triangle - belief, likeability, and trust - and discover how these interconnected elements form the foundation of strong business relationships. From mastering first impressions to cultivating effective communication, you will gain invaluable insights to forge meaningful connections that drive your business forward. But relationships alone are not enough. Capital raising is an essential aspect of business growth. This book provides expert guidance on various financing options, valuation techniques, and legal considerations to help you secure the financial opportunities your business needs. As an ambitious CEO, you understand the value of innovation and sustainability. Embrace a culture of innovation, stay agile in the face of change, and explore the significance of sustainability in building a future-proof business. Throughout this empowering journey, you will reflect on the lessons learned and embrace the Golden Triangle as your compass for navigating challenges and achieving long-term prosperity. Join a distinguished business strategist and entrepreneur on this enlightening journey. With a focus on relationships, capital raising, innovation, and sustainability, this book equips you with the tools and mindset necessary to unlock remarkable financial opportunities and achieve enduring success in your entrepreneurial ventures. Take the first step towards a brighter future for your business. Embrace the Golden Triangle, seize opportunities, and unlock the keys to extraordinary success. Get your copy of The Art of Leveraging Relationships for CEOs today and embark on a transformative path towards business excellence. |
| comparable company analysis excel: Corporate Finance Robert J Rhee, 2023 Casebook for the Corporate Finance course-- |
| comparable company analysis excel: Merrill Lynch WetFeet.com (Firm), 2009 |
| comparable company analysis excel: Business Analysis with Microsoft Excel Conrad Carlberg, 2007-06-19 Whether you own a small business or work for a large corporation–whether you are looking for help making financial and business decisions–this book is for you. Business Analysis with Microsoft® Excel, Third Edition, provides in-depth information that will streamline your use of the tools within Excel. Professional advice and guidance from an experienced author provide the answers to your most pressing questions: • What’s the relationship between my cost of goods sold and my inventory? • How do I get Excel to keep these values up-to-date on my income statement and my balance sheet? • I have to track service quality over time. How can I automate that using Excel charts? • How can I forecast future demand for my products, based on prior sales results? • What’s the difference between financial leverage and operating leverage? How do I calculate them using my financial records? • I need to project my financials for next year. Does Excel have a tool for that? What do I need to know to use it effectively? • How do I do all these things using the new Ribbon in Excel 2007? • What are the best ways to automate a connection between Excel and an external database? Category Spreadsheets Covers Applicable for versions of Microsoft Excel 97 to 2007 User Level Intermediate–Advanced More great stuff... is just a click away! • Sample journals and ledgers; examples of trial balances, income statements, and balance sheets • Custom functions, such as FIFO and LIFO, for inventory management • VBA routines that automate the creation of forecasts, quality control charts, and sales and marketing analysis • Statistical process control charts: P charts, X-and-S charts, X-and-MR charts • Forecasting tools: Seasonal smoothing and ARIMA model identification quote from the front cover “Conrad takes the time to give the readers an easy-to-follow step-by-step understanding of the material, accompanied by clear illustrations, making this an excellent book to learn the material. I recommend this book to anyone wanting to gain more expertise in using and manipulating business data from within Excel.” –Bob Umlas, Excel MVP |
| comparable company analysis excel: HowExpert Guide to Jobs and Careers HowExpert, If you’re ready to unlock your full career potential, then HowExpert Guide to Jobs and Careers is your ultimate roadmap to success. This all-encompassing guide covers over 101+ careers across a multitude of industries, providing you with the insights and knowledge needed to navigate today’s diverse job market confidently. Discover Your Dream Career In today’s fast-paced world, finding the right career can be overwhelming. Whether you’re a recent graduate, considering a career change, or looking to advance in your current field, this book is designed to help you explore a wide range of opportunities and make informed decisions about your professional future. What Makes This Guide Essential: - In-Depth Career Profiles: Gain a comprehensive understanding of over 101+ careers across various industries, including STEM, healthcare, business, education, creative fields, legal professions, trades, hospitality, public service, and emerging sectors. Each profile includes an overview of the role, required skills and education, typical work environments, career paths, and tips for success. - Practical Advice and Strategies: Benefit from expert advice on how to excel in your chosen field, navigate career transitions, and achieve continuous professional growth. Learn practical tips from industry professionals who have successfully navigated their career journeys. - Resourceful Tools and Recommendations: Access curated lists of recommended books, online courses, certifications, professional associations, and job search websites to support your career development and help you stay ahead in your field. Chapters Overview: Introduction Embark on your career exploration journey with a solid understanding of the importance of choosing the right career. This chapter sets the stage by explaining how to use this guide effectively to align your career choices with your personal interests and strengths. Chapter 1: STEM Careers Explore exciting opportunities in science, technology, engineering, and mathematics. Discover careers such as Software Developer, Data Scientist, and Mechanical Engineer, and learn about the skills and education needed to thrive in these innovative fields. Chapter 2: Medical and Healthcare Careers Delve into the rewarding world of healthcare. From Registered Nurses to Clinical Psychologists, uncover the roles that make a difference in people’s lives and the paths to success in this essential industry. Chapter 3: Business and Finance Careers Navigate the competitive landscape of business and finance. Learn about careers like Financial Analyst, Marketing Manager, and Entrepreneur, and gain insights into the qualifications and strategies needed for success. Chapter 4: Education Careers Discover fulfilling careers in education. Whether you aspire to be an Elementary School Teacher, College Professor, or School Counselor, this chapter provides a detailed look at the pathways to impact the lives of learners. Chapter 5: Creative and Media Careers Unleash your creativity with careers in the media and creative industries. Explore roles like Graphic Designer, Journalist, and Social Media Manager, and find out how to turn your creative talents into a successful career. Chapter 6: Legal Careers Explore the various roles within the legal field. From Lawyers to Forensic Scientists, this chapter outlines the education, skills, and career trajectories for those seeking to uphold justice and law. Chapter 7: Trades and Technical Careers Learn about hands-on careers in trades and technical fields. Discover the opportunities available to Electricians, Plumbers, and other skilled trades, and understand the pathways to mastery and advancement in these practical professions. Chapter 8: Hospitality and Service Careers Dive into the dynamic world of hospitality and service. Whether you’re interested in becoming a Chef, Hotel Manager, or Event Planner, this chapter provides a roadmap to success in roles that focus on exceptional customer experiences. Chapter 9: Retail and Sales Careers Explore the vibrant sectors of retail and sales. Learn about careers like Retail Manager, Sales Representative, and Real Estate Agent, and gain insights into the skills and strategies for thriving in these customer-focused roles. Chapter 10: Public Service and Government Careers Examine careers dedicated to public service and governance. From Police Officers to Policy Analysts, this chapter covers the qualifications and career paths for those committed to serving their communities and country. Chapter 11: Emerging and Future Careers Stay ahead of the curve with careers in emerging fields. Learn about cutting-edge roles in Artificial Intelligence, E-Commerce, and other future-focused industries, and find out how to prepare for success in these rapidly evolving sectors. Conclusion Reflect on your interests and skills, explore diverse career paths, and make informed career decisions. Embrace lifelong learning and professional growth to build a fulfilling and successful career. If you’re ready to take control of your career journey and discover the path that aligns with your passions and goals, then get your copy of HowExpert Guide to Jobs and Careers and start building the future you desire. This comprehensive guide will empower you to explore, decide, and succeed in any career you choose. HowExpert publishes how to guides on all topics from A to Z. |
| comparable company analysis excel: The Real Cost of Capital Tim Ogier, 2012-12-27 This book is required reading for anyone involved in the practical issues of cost of capital decisions. It is written in a way that engages the novice, and yet challenges the professional to rethink the real issues. Brendan Scholey, Bloomberg. The cost of capital is the fundamental financial tool for business decision-making. It drives measures of value creation and destruction, and forms the basis of financial analysis using cash flow and other frameworks. This book is here to help the business world to use the cost of capital for real. The Real Cost of Capital describes the key issues in understanding and using the cost of capital today, taking principles from the world of managerial finance and putting them into the context of major investment decisions. Should, for example, a company use its own cost of capital to appraise new investments and acquisitions? What cost of capital might a US company use when appraising an investment in, say, the Philippines? For a typical investment, which type of risk is more important – specific risk or systematic risk? How should these risks be reflected in, say, a venture capital situation? Debt is cheaper than equity – so why don’t companies raise more debt than they do? Most practitioners use the weighted average cost of capital (WACC) in valuation and appraisal – but when should an alternative approach be used? This book will help you find the answers. The Real Cost of Capital is required reading for anyone involved in the practical issues of cost of capital decisions. It brings together the latest academic thinking with practical requirements in a real-life context, and the authors have used their combined experience of advising governments and international blue-chip companies to bring readers up to date with current issues. The Real Cost of Capital includes chapters on choosing models, calculating the cost of capital using real-life data sources, and calculating the cost of capital in an international context (a subject not usually covered in academic texts). It also has chapters and worked examples on the practical application of the cost of capital in business valuations, high-tech situations and the wide range of premia and discounts that can be applied to the cost of capital. The book has an associated website www.costofcapital.net which contains some current links. The site also gives access to tax rate information and financial data relevant to using cost of capital around the world. The objective is to make sure that the corporate planner, student, adviser or decision maker, when she/he is on the road, can simply open the book or dial in and take advantage of a wealth of decision-making support, without the pain of extended academic study. |
| comparable company analysis excel: Damodaran on Valuation Aswath Damodaran, 2016-02-08 Aswath Damodaran is simply the best valuation teacher around. If you are interested in the theory or practice of valuation, you should have Damodaran on Valuation on your bookshelf. You can bet that I do. -- Michael J. Mauboussin, Chief Investment Strategist, Legg Mason Capital Management and author of More Than You Know: Finding Financial Wisdom in Unconventional Places In order to be a successful CEO, corporate strategist, or analyst, understanding the valuation process is a necessity. The second edition of Damodaran on Valuation stands out as the most reliable book for answering many of today?s critical valuation questions. Completely revised and updated, this edition is the ideal book on valuation for CEOs and corporate strategists. You'll gain an understanding of the vitality of today?s valuation models and develop the acumen needed for the most complex and subtle valuation scenarios you will face. |
| comparable company analysis excel: King of IPOs: The U.S. IPO & Listings Playbook Jiang Jing (Sean), US International Finance Foundation, United Securities Legal Group, 2024-08-21 In the intricate world of finance, few events are as pivotal as an Initial Public Offering (IPO). King of IPOs: The U.S. IPO & Listings Playbook by Sean Jiang Jing is a comprehensive guide that demystifies the IPO process, offering readers a front-row seat to the high-stakes world of public listings. This book is a must-read for entrepreneurs, investors, and anyone interested in the financial markets. It provides a step-by-step playbook that covers everything from the decision to go public to the final bell on the exchange floor. The author's expertise shines through in the meticulous attention to detail and the practical advice offered throughout the book. One of the strengths of King of IPOs is its accessibility. The author has managed to translate complex financial concepts into digestible and engaging content. The book is peppered with real-world examples that illustrate the principles and strategies discussed, making it an invaluable resource for both novices and seasoned professionals. The author also delves into the psychological aspects of IPOs, discussing the emotions and pressures that come with such a significant business event. This adds a unique perspective to the book, acknowledging that an IPO is not just a financial transaction but also a milestone in the life of a company and its stakeholders. King of IPOs is not just a how-to manual; it's a strategic guide that empowers readers to navigate the IPO landscape with confidence. Whether you're considering an IPO for your own company or looking to invest in one, this book is a comprehensive resource that will enhance your understanding of the process and its implications. |
| comparable company analysis excel: Careers in Investment Banking WetFeet (Firm), 2008 |
| comparable company analysis excel: Fundamentals of Corporate Finance Robert Parrino, David S. Kidwell, Thomas Bates, 2011-09-26 Fundamentals of Corporate Finance, 2nd Edition offers an innovative integration of conceptual understanding and problem-solving ... of intuition and decision-making ... of the authors' industry and classroom/research experience ... with current real-world examples and online practice. Authors Robert Parrino, David Kidwell, and Thomas Bates believe that students who understand the intuition underlying the basic concepts of finance are better able to develop the critical judgments necessary to apply financial tools in real decision- making situations. Their text develops intuitive thinking while simultaneously helping students develop problem solving and computational skills. It then shows students how to apply intuition and analytical skills to decision making while integrating it all with valuation and building shareholder value. |
| comparable company analysis excel: Hands-On Financial Modeling with Microsoft Excel 2019 Shmuel Oluwa, 2019-07-11 Explore the aspects of financial modeling with the help of clear and easy-to-follow instructions and a variety of Excel features, functions, and productivity tips Key FeaturesA non data professionals guide to exploring Excel's financial functions and pivot tablesLearn to prepare various models for income and cash flow statements, and balance sheetsLearn to perform valuations and identify growth drivers with real-world case studiesBook Description Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Microsoft Excel 2019 examines various definitions and relates them to the key features of financial modeling with the help of Excel. This book will help you understand financial modeling concepts using Excel, and provides you with an overview of the steps you should follow to build an integrated financial model. You will explore the design principles, functions, and techniques of building models in a practical manner. Starting with the key concepts of Excel, such as formulas and functions, you will learn about referencing frameworks and other advanced components of Excel for building financial models. Later chapters will help you understand your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. The book takes an intuitive approach to model testing, along with best practices and practical use cases. By the end of this book, you will have examined the data from various use cases, and you will have the skills you need to build financial models to extract the information required to make informed business decisions. What you will learnIdentify the growth drivers derived from processing historical data in ExcelUse discounted cash flow (DCF) for efficient investment analysisBuild a financial model by projecting balance sheets, profit, and lossApply a Monte Carlo simulation to derive key assumptions for your financial modelPrepare detailed asset and debt schedule models in ExcelDiscover the latest and advanced features of Excel 2019Calculate profitability ratios using various profit parametersWho this book is for This book is for data professionals, analysts, traders, business owners, and students, who want to implement and develop a high in-demand skill of financial modeling in their finance, analysis, trading, and valuation work. This book will also help individuals that have and don't have any experience in data and stats, to get started with building financial models. The book assumes working knowledge with Excel. |
| comparable company analysis excel: Unlocking Financial Data Justin Pauley, 2017-10-06 Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other systems found at most banks and investment firms. This practical guide teaches analysts a useful subset of Excel skills that will enable them to access and interpret financial information—without any prior programming experience. This book will show analysts, step-by-step, how to quickly produce professional reports that combine their views with Bloomberg or Markit data including historical financials, comparative analysis, and relative value. For portfolio managers, this book demonstrates how to create professional summary reports that contain a high-level view of a portfolio’s performance, growth, risk-adjusted return, and composition. If you are a programmer, this book also contains a parallel path that covers the same topics using C#. Topics include: Access additional data that isn’t visible on Bloomberg screens Create tables containing corporate data that makes it possible to compare multiple companies, bonds, or loans side-by- side Build one-page analytic (“Tear Sheet”) reports for individual companies that incorporates important financials, custom notes, relative value comparison of the company to its peers, and price trends with research analyst targets Build two-page portfolio summary report that contains a high-level view of the portfolio’s performance, growth, risk-adjusted return, and composition Explore daily prices and facility information for most of the tradable corporate bond and loan market Determine the relationship between two securities (or index) using correlation and regression Compare each security’s performance to a cohort made of up of securities with similar risk and return characteristics Measure portfolio risk-adjusted return by calculating variance, standard deviation, and Sharpe ratio Use Markit data to identify meaningful trends in prices, new issue spreads, and refinancings |
| comparable company analysis excel: Equity Markets and Portfolio Analysis R. Stafford Johnson, 2014-06-05 Understand today's investment challenges and the role of the Bloomberg system In recent years, changes have swept through the investment industry like wildfire. Academia has followed along and provided new lenses for viewing this transformation, as well as new strategies for gaining a true understanding and knowledge of investment and financial markets. Now, Equity Markets and Portfolio Analysis has been created to further inform investment professionals and finance students on the basic concepts and strategies of investments, and to provide more detailed discussions on advanced strategies and models. The concepts covered in this book will help readers gain a better understanding of the markets and uses for an increasing number of securities, strategies, and methodologies. Equity Markets and Portfolio Analysis is the only core investment book that covers the functionality of Bloomberg terminals, increasingly critical tools both in the classroom and on the trading floor. As Bloomberg terminals now play a key role in the research, teaching, and managing of student investment funds, understanding the system's information and analytical functions has become more important than ever. In-depth coverage of fundamentals through more detailed concepts for students and professionals who want to better understand the evaluation, selection, and management of securities One-of-a-kind training and instructional course, introduction to Bloomberg investment subjects, and reference for CFA preparation Bloomberg material provided in an appendix accompanying each chapter, a useful option for professors Ideal for finance practitioners, investment bankers, and academics This unique resource will give readers both the foundational knowledge and the analytical tools necessary for investment success, both in the classroom and in the real world. |
| comparable company analysis excel: Innovation in Anesthesiology , 2024-05-03 Clinical and Medical Innovation in Anesthesiology: Technology, Development, and Commercialization reflects recent trends of industry globalization and value-conscious healthcare. Written by a team of medical, engineering and business experts, this book provides a clear process for the identification, invention and implementation of new solutions in anesthesiology. Readers will gain practical advice, as well as examples of both successful and failed case studies. This is the ideal resource for anesthesiology clinicians, students and researchers who not only want to bring patient use and application to their inventions but also understand all steps needed to bring an idea for technical innovation to market. - Helps readers understand everything involved in bringing clinical and medical innovation in anesthesiology from concept to market - Features case studies on innovative products from around the world - Includes end-of-chapter 'Getting Started' sections to encourage readers to learn from real projects and apply important lessons to their own work |
| comparable company analysis excel: Hedge Me Claude Schwab, 2006 |
| comparable company analysis excel: Financial Analysis and Modeling Using Excel and VBA Chandan Sengupta, 2009-11-09 An updated look at the theory and practice of financial analysis and modeling Financial Analysis and Modeling Using Excel and VBA, Second Edition presents a comprehensive approach to analyzing financial problems and developing simple to sophisticated financial models in all major areas of finance using Excel 2007 and VBA (as well as earlier versions of both). This expanded and fully updated guide reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial problems and models that you can learn from, use for practice, and easily adapt for work and classroom use. A companion website includes several useful modeling tools and fully working versions of all the models discussed in the book. Teaches financial analysis and modeling and illustrates advanced features of Excel and VBA, using a learn-by-doing approach Contains detailed coverage of the powerful features of Excel 2007 essential for financial analysis and modeling, such as the Ribbon interface, PivotTables, data analysis, and statistical analysis Other titles by Sengupta: Financial Modeling Using C++ and The Only Proven Road to Investment Success Designed for self-study, classroom use, and reference This comprehensive guide is an essential read for anyone who has to perform financial analysis or understand and implement financial models. |
| comparable company analysis excel: Valuing Early Stage and Venture-Backed Companies Neil J. Beaton, 2010-03-29 Valuing Early Stage and Venture-Backed Companies Unique in the overall sphere of business valuation, the valuing of early stage and venture-backed companies lacks the traditional metrics of cash flow, earnings, or even revenue at times. But without these metrics, traditional discounted cash flow models and comparison to public markets or private transactions take on less relevance, calling for a more experiential valuation approach. In a straightforward, no-nonsense manner, the mystique surrounding the valuation of early stage and venture-backed companies is now unveiled. With an emphasis on applications and models, Valuing Early Stage and Venture-Backed Companies shows the most effective way for your company to prepare and present its valuations. Featuring contributed chapters by a panel of top valuation experts, this book dispels improper valuation techniques promulgated by unknowing business appraisers and answers your key questions about valuation theory and which tools you need to successfully apply in your specific situation. Here, you'll find out more about various valuation techniques, including: Back solving valuation Modified cost approach Option pricing model Probability-weighted expected returns model Asian puts New data on discounts for lack of marketability Detailed and hands-on, Valuing Early Stage and Venture-Backed Companies equips you with broad foundational data on the venture capital industry, as well as in-depth analyses of distinct early stage company valuation approaches. Performing valuations for your early stage company requires an understanding of the special circumstances faced by your organization. With ample examples of generally accepted allocation models with complex capital structures common to early stage companies, Valuing Early Stage and Venture-Backed Companies mixes real-life experience with deep technical expertise to equip you with the complete, user-friendly resource you'll turn to often in valuing your early stage or venture-backed company. |
| comparable company analysis excel: Successful Business Research Rhonda M. Abrams, Planning Shop (Firm), 2006 Creating or growing a successful business depends on finding critical numbers, including market size and growth, sales numbers, and more. This distinctive book, paired with a helpful CD, guides readers through each step of the online research process. |
| comparable company analysis excel: The Little Book of Valuation Aswath Damodaran, 2011-03-29 An accessible, and intuitive, guide to stock valuation Valuation is at the heart of any investment decision, whether that decision is to buy, sell, or hold. In The Little Book of Valuation, expert Aswath Damodaran explains the techniques in language that any investors can understand, so you can make better investment decisions when reviewing stock research reports and engaging in independent efforts to value and pick stocks. Page by page, Damodaran distills the fundamentals of valuation, without glossing over or ignoring key concepts, and develops models that you can easily understand and use. Along the way, he covers various valuation approaches from intrinsic or discounted cash flow valuation and multiples or relative valuation to some elements of real option valuation. Includes case studies and examples that will help build your valuation skills Written by Aswath Damodaran, one of today's most respected valuation experts Includes an accompanying iPhone application (iVal) that makes the lessons of the book immediately useable Written with the individual investor in mind, this reliable guide will not only help you value a company quickly, but will also help you make sense of valuations done by others or found in comprehensive equity research reports. |
| comparable company analysis excel: Financial Accounting and Reporting Mr Barry Elliott, Jamie Elliott, 2019 Financial Accounting & Reporting is the book that helps students and professionals succeed in their studies and the workplace by providing practical support and clear principles for applying international standards and preparing financial statements. MyLab Accounting is not included. Students, if MyLab Accounting is a recommended/mandatory component of the course, please ask your instructor for the correct ISBN and course ID. MyLab Accounting should only be purchased when required by an instructor. Instructors, contact your Pearson representative for more information. |
COMPARABLE Definition & Meaning - Merriam-Webster
The meaning of COMPARABLE is capable of or suitable for comparison. How to use comparable in a sentence.
COMPARABLE | English meaning - Cambridge Dictionary
COMPARABLE definition: 1. similar in size, amount, or quality to something else: 2. similar in size, amount, or quality…. Learn more.
Comparable - definition of comparable by The Free Dictionary
1. capable of being compared; permitting comparison: to consider the Roman and British empires comparable. 2. worthy of comparison: shops comparable to those on Fifth Avenue. 3. usable …
COMPARABLE Definition & Meaning | Dictionary.com
Comparable definition: capable of being compared; having features in common with something else to permit or suggest comparison.. See examples of COMPARABLE used in a sentence.
COMPARABLE definition and meaning | Collins English Dictionary
If two or more things are comparable, they are of the same kind or are in the same situation, and so they can reasonably be compared. In other comparable countries real wages increased …
What does comparable mean? - Definitions.net
Comparable refers to the ability of objects, figures, data, or elements to be evaluated or compared to each other on similar characteristics, features, or criteria. In essence, it implies that two or …
Comparable - Definition, Meaning & Synonyms - Vocabulary.com
Use comparable to describe two things that are alike. If you are offered two jobs with comparable salaries, you might take the one where the weather is nicer. Comparable can also mean …
comparable adjective - Definition, pictures, pronunciation ...
Definition of comparable adjective in Oxford Advanced Learner's Dictionary. Meaning, pronunciation, picture, example sentences, grammar, usage notes, synonyms and more.
Java Comparable vs Comparator - GeeksforGeeks
May 2, 2025 · The main difference between Comparable and Comparator is: Comparable: It is used to define the natural ordering of the objects within the class. Comparator: It is used to …
Comparable Definition & Meaning | Britannica Dictionary
COMPARABLE meaning: used to say that two or more things are very similar and can be compared to each other
COMPARABLE Definition & Meaning - Merriam-Webster
The meaning of COMPARABLE is capable of or suitable for comparison. How to use comparable in a sentence.
COMPARABLE | English meaning - Cambridge Dictionary
COMPARABLE definition: 1. similar in size, amount, or quality to something else: 2. similar in size, amount, or quality…. Learn more.
Comparable - definition of comparable by The Free Dictionary
1. capable of being compared; permitting comparison: to consider the Roman and British empires comparable. 2. worthy of comparison: shops comparable to those on Fifth Avenue. 3. usable …
COMPARABLE Definition & Meaning | Dictionary.com
Comparable definition: capable of being compared; having features in common with something else to permit or suggest comparison.. See examples of COMPARABLE used in a sentence.
COMPARABLE definition and meaning | Collins English Dictionary
If two or more things are comparable, they are of the same kind or are in the same situation, and so they can reasonably be compared. In other comparable countries real wages increased …
What does comparable mean? - Definitions.net
Comparable refers to the ability of objects, figures, data, or elements to be evaluated or compared to each other on similar characteristics, features, or criteria. In essence, it implies that two or …
Comparable - Definition, Meaning & Synonyms - Vocabulary.com
Use comparable to describe two things that are alike. If you are offered two jobs with comparable salaries, you might take the one where the weather is nicer. Comparable can also mean …
comparable adjective - Definition, pictures, pronunciation ...
Definition of comparable adjective in Oxford Advanced Learner's Dictionary. Meaning, pronunciation, picture, example sentences, grammar, usage notes, synonyms and more.
Java Comparable vs Comparator - GeeksforGeeks
May 2, 2025 · The main difference between Comparable and Comparator is: Comparable: It is used to define the natural ordering of the objects within the class. Comparator: It is used to …
Comparable Definition & Meaning | Britannica Dictionary
COMPARABLE meaning: used to say that two or more things are very similar and can be compared to each other
