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What Data Does Valutico Require to Perform a Valuation Analysis?

Data, data sources, public information, financial data, projections data

Updated yesterday

To generate a robust and defensible valuation, Valutico requires a combination of company-specific inputs and market-based assumptions. These form the basis for the platform’s analytical outputs and benchmarking calculations.

Core Input: Financial Projections

The primary input for any valuation in Valutico is the company’s financial projections, typically referred to as the business plan or operating model. These should include forward-looking estimates of key financial metrics such as:

  • Revenue

  • EBITDA

  • EBIT

  • Net Income

  • Capex

  • Working Capital

  • Debt and Cash positions

You can provide these inputs via:

  • In-platform forecasting using Valutico’s forecasting module

  • Uploading a spreadsheet with a custom operating model

  • Using the downloadable financials template provided within the system

Peer Group and Market Benchmarks

Beyond internal projections, Valutico also requires market-based references to anchor the valuation. These include:

  • Selection of listed peers (for benchmarking valuation multiples and Beta factors)

  • Comparable transactions (for reference deal multiples)

  • Target capital structure assumptions

  • Discounts or premiums to adjust for size, liquidity, or qualitative differences

Valutico provides intelligent suggestions for peers and transactions using data-driven filters, but users always retain full control to curate and adjust these selections.

Analyst Judgment and Valuation Parameters

While Valutico streamlines data input and suggests relevant benchmarks, the ultimate valuation outcome depends on your judgment as the valuation expert. You decide how to:

  • Fine-tune valuation parameters (e.g., WACC components, terminal growth rate)

  • Override peer-based defaults

  • Apply qualitative adjustments via the Qualitative Assessment module

This flexible approach ensures your valuations reflect both market realism and your professional expertise.

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