Comparable Valuation & WACC Model
Budget: $750 – $1,500 USD
I need a clean, audit-ready Excel workbook that pulls together both operating performance and market valuation data for a defined peer set. The file should spread the following operating metrics for each company: LTM Revenue, LTM EBITDA, LTM Gross Profit, LTM Gross Profit margin and LTM EBITDA margin. Please also include Market Capitalization, Enterprise Value, 3-year and 1-year Revenue CAGR, plus consensus NTM Revenue and EBITDA so that historic growth and forward expectations sit side-by-side.
On the trading side, I want EV / LTM Revenue, EV / NTM Revenue, EV / LTM EBITDA and EV / NTM EBITDA clearly calculated and summarized. Use the latest share prices and balance-sheet data so that the multiples tie out.
Once the comps are spread, calculate an unlevered beta for the peer group and relever based on 50% debt and 50% equity. Additionally, calculate the cost of equity using a full CAPM-based analysis. Apply the current Kroll recommended 5% equity risk premium and applicable size premium based on the CRSP Decile Studies conducted by Kroll on the Cost of Capital Navigator for a company with $80M in revenue. Cost of debt should be 30-day SOFR + 3.0%. Then build the full weighted average cost of capital.
Deliverables
• One Excel model with clearly separated raw data, calculation, and presentation tabs
• A summary table showing the peer-group high, low, mean, median and 25th/75th percentiles for every multiple and operating metric
• A concise WACC section that documents each assumption (risk-free rate, ERP, size premium, beta, capital structure, tax rate) and shows the final cost of equity and WACC outputs
• Brief commentary (can be in-cell notes) highlighting any data anomalies or adjustments made
Please keep formulas transparent—no hard-coding except for clearly labeled overrides—and reference all data sources directly in the sheet for traceability.
On the trading side, I want EV / LTM Revenue, EV / NTM Revenue, EV / LTM EBITDA and EV / NTM EBITDA clearly calculated and summarized. Use the latest share prices and balance-sheet data so that the multiples tie out.
Once the comps are spread, calculate an unlevered beta for the peer group and relever based on 50% debt and 50% equity. Additionally, calculate the cost of equity using a full CAPM-based analysis. Apply the current Kroll recommended 5% equity risk premium and applicable size premium based on the CRSP Decile Studies conducted by Kroll on the Cost of Capital Navigator for a company with $80M in revenue. Cost of debt should be 30-day SOFR + 3.0%. Then build the full weighted average cost of capital.
Deliverables
• One Excel model with clearly separated raw data, calculation, and presentation tabs
• A summary table showing the peer-group high, low, mean, median and 25th/75th percentiles for every multiple and operating metric
• A concise WACC section that documents each assumption (risk-free rate, ERP, size premium, beta, capital structure, tax rate) and shows the final cost of equity and WACC outputs
• Brief commentary (can be in-cell notes) highlighting any data anomalies or adjustments made
Please keep formulas transparent—no hard-coding except for clearly labeled overrides—and reference all data sources directly in the sheet for traceability.