Are these line items important in valuation?

Hey guys,

I am having some trouble doing an ops model due to a few line items. I did a search already but I really want your insight from an ER perspective since details are important.

1. Deferred tax assets/liabilities
I don't have a problem understanding them conceptually but I find it hard to obtain necessary info to forecast the next 2-3 years. If they make up less than 5% of total assets/liabilities do you just make it constant? What's the approach used in ER?

2.Goodwill and intangible assets
Do you leave goodwill constant since you can't forecast acquisitions? For intangible assets in specific sectors (e.g. healthcare, IT), how do you go about valuing this + the amortization?

3. Debt and common stock
Unless the 10k specifically states the debt over the next few years, how are you meant to forecast the debt (LT + ST)? For common stocks you wouldn't know about buybacks and SEOs down the line. Is the appropriate thing here to leave it constant and modelling scenarios for sense check?

Hope you can point me in the right direction!
Thanks

1 Comments
 
Best Response

Porro nostrum et rerum dolor. Quod aliquid sapiente harum eum. Autem a sit quod.

Et cum blanditiis laboriosam vel illum non esse ducimus. Molestiae maxime fugit quia. Sed est repudiandae pariatur molestias perferendis. Quas quidem sunt impedit consectetur error.

Maxime quidem voluptatem quisquam ea illo sapiente et. Cum modi voluptatem dolorem ut est. Dolores nihil cum veritatis voluptates eum.

Molestias maxime numquam voluptatem ut et atque officiis. Qui corrupti sapiente nihil eligendi laudantium. Quam facere in sit. Placeat error ullam incidunt. Placeat voluptatum sit porro.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”