Firm Studies
The following problem sets include data for actual firms gathered by FactSet, Bloomberg, the respective firms' annual reports and other publicly available resources as noted. That these data are included in this repository is in no way expressly or implicitly suggestive of a relationship between the subject firms and the author. These data and the hypothetical problem sets accompanying them are for educational and illustrative purposes only.
1.01 Bits & Bytes
1.02 Consul Data
1.03 Canadice Lake Technologies - Narrative & Financials
The Asset Approach
Estimating the Discount Rate
Forecasting EBITDA, SDE and Free Cash Flow
The Market Approach
The Income Approach - Discounted Cash Flow
The Income Approach - Capitalization of Earnings & VC Methods
Valuation Summary
Estimating Equity & the Cap Table
1.04 DDD Entertainment
1.05 TechHub, LLC
2.01 Merit Medical Systems Problem Set Excel Solution 2015 Annual Report
2.02 Whole Foods Problem Set Excel Solution 2015 Annual Report
2.03 Johnson and Johnson Problem Set Excel Solution 2016 Annual Report