Hey, I am working on a pitch for a project. I have done valuations before and my issue here is that I have a model with way too much information. What is the best parts of a valuation model to pull and insert in a ppt in hopes of advocating for a stock
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Think about this for a second.
How can you advocate for a stock if you don't know what are the most compelling parts of your valuation argument? How could you possibly be in a position to ask this question?
The fact that you are asking it indicates that you did a shitty job in your analysis, for if you had done a good job, you would necessarily know the answer.
So think about it some more, and then come back with specific questions.
Thank you for this. As I sit here (frankly super short-tempered) in my 36th hour of work this weekend, I came to say exactly that. +1 for you, sir.
Abbreviated income statement - drive it down to ebitda with margins / growth - that would be a good starting point. If the company is new / techy - highlighting EBITDA would be less meaningful.
Depends on the type of analysis you're outputting - the LFCF would be insightful along with a calculated enterprise value driven down to equity value / value / share if public. Your WACC assumptions would also be useful ( nice output wacc table for example)
Stats aren't ever a bad thing to show - Rev growth, margins, debt / coverage / interest ratios are helpful
Hope this helps get you started
Boston, thanks for the legit feedback. To the others, sorry for maliciously wasting your time. God forbid I come to the IB bullpen and ask for some advice. I am not a stock pitcher, this valuation project was a one time thing and I thought to myself..."I bet I can get some objective feedback from the guys who do this everyday." Shit, I was just happy I build a 3 statement model on my own. So again, I guess I am an idiot and my post somehow alerted you at your desk during the 36th hour, interrupted you, and thus forced you into trying to shit on me for asking for expert advice. Stay classy my friends and I will make sure when I come back at a later time to ask for some from the IBD pros that I ask the mods to not bother the two of you with my question,
You need some thicker skin man. This is a message board. Nothing to get so worked up over.
Don't let the 1st year investment banking analysts get you down. They think they know everything and try to make things sound more complicated than they really are. I used to do it too, to a degree. It's pretty clear from your question that it's for a school project, not an equity research pitch or something. Boston Banker's answer is good. Just ignore the others.
there is a difference between thick skin and simply being aggravated. Sure, if I had made a stupid mistake and caught some jokes bc of it then that would be fine, i would laugh it off, its all in fun. Yet, in this case, I came simply asking for some advice, I never took a step onto a pedestal, if anything I surrendered my ego and raised a fair question, only to be shit on by someone who I am sure was once in a similar spot that I am. I have wandered around this board for a little bit now, and while a majority of ppl are always helpful to posters, there is a growing group that seem to forget they once were guys asking questions about where to apply for SA positions, what offer to take, where to live...etc. These guys are now analysts, associates, pe..whatever, and find it necessary to shit on anyone else who raises the same questions they did. You should not have to read a page of stupid comments to get an answer to a reasonable question. If I would have posted some stupid nonsense asking what a BB bank is and then went on to complain that I have no SA offers, then sure shit on me...but there is a point where I think anyone, regardless of their "skin thickness" gets irritated
First: When you look at my post history, you will notice that I go out of my way to be helpful. The vast majority of my posts are to provide useful personal advice. So, I take offense at your generalization.
Second: I admit that I get aggressively critical when I am confronted with what I perceive as laziness. That said, you asked a stupid question, which evidenced a failure to actually do your own work. It is one thing to ask specific questions to clarify ambiguity, or even to ask fully-formed questions when you simply do not know what you're doing. It is another to throw down: "I have to do this thing. What do I do?" Never mind that if you wanted someone to actually help you they will need some details - it's just arrogant.
Your ego is manifest in the presumption that you can be this lazy. Maybe I am at fault for expecting that people give it the old college try before asking for help. If so, I apologize to you for expecting you to take your own assignment seriously.
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