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Peer Group Data
Updated over 3 weeks ago

If no financial forecasts are uploaded, Valutico generates default financial projections based on the following approach:

  1. Revenue Basis

    • The system uses the last annual revenue figure entered in the Valuation Creation screen as the foundation for forecasting.

  2. Forecast Calculation Priority
    Forecasted financials are determined using the following hierarchy:

    a) Analyst Estimates (for public company valuations)

    • If available, consensus analyst estimates are applied. (See 10.2.1 Consensus Analyst Estimates.)

    b) Peer-Based Estimates (for private companies or public companies without forecasts)

    • If analyst estimates are unavailable, median values of key financial metrics from selected Peers are used:

      • Net Sales growth (historic & forecasted)

      • Operating expenses margin (historic & forecasted)

      • EBITDA margin (historic & forecasted)

      • Depreciation & Amortization (D&A) (historic & forecasted)

      • EBIT margin (historic & forecasted)

      • Net Income margin (historic & forecasted)

      • Capex as % of Sales (historic & forecasted)

      • Days Sales Outstanding (DSO) (historic)

      • Days Sales of Inventory (DSI) (historic)

      • Days Payable Outstanding (DPO) (historic)

      • Cash as % of Net Sales (historic)

      • Debt/EBITDA (historic)

    c) Interpolation for Missing Periods

    • If analyst estimates are available but do not extend to the Terminal Year, values are interpolated between the last available estimate and the Terminal Year.

    d) Fallback Approach (if no Analyst Estimates or Peer Medians are available)

    • Sales Growth: The last available growth rate is gradually adjusted toward a default Terminal Year growth rate of 2%.

    • Margins & Ratios: The previous period’s margin or ratio is carried forward.

  3. Reference Data

    • The Benchmarking tab in Valutico displays the Peer metrics used in the Valutico Estimates.

Data Source for Analyst Estimates

  • Consensus analyst estimates are sourced from S&P Capital IQ, which provides a standardised, real-time global financial forecasting database.

  • These estimates incorporate projections, models, and analyses from analysts, brokers, and company-released data.

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