Valuation Modeling

Noob at modeling here. Ive been asked to value a company and I was given the income and balance sheet.

Any idea what my steps should be?

Im guessing ill have to build a cf statement?

6,459 WSO Academy Investment Banking Session Reviews: 4.82/5

Nov 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Ernest was extremely helpful and candid throughout our conversation. He gave me a clear, honest picture of why he moved into investment banking and how Evercore’s structure works, including the shift from a generalist program to the pod system and how specialized groups like RESA recruit directly. His explanation of why Evercore’s integrated coverage and product model creates more well-rounded bankers was especially insightful, and his example of co-advising alongside Morgan Stanley with a much leaner team showed me how much responsibility juniors get early on. His recruiting advice was practical and specific. He pointed me to technical resources, including Evercore’s own technical page, the 400 guide, Peak Frameworks, and shortcuts for converting IRR to MOIC. He emphasized building an anecdotal “why Evercore” answer from real conversations, focusing deeply on one industry, and tailoring my questions to the seniority of the person I’m speaking with. I left with a concrete plan for preparing for recruiting and would gladly speak with him again.”

Class of '29 Sep 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Constantin is extremely nice and helpful! We talked about some genergal questions I had about recruiting and networking, and then dived into more specific problems I had. He has not only very knowledgable, but also very helpful, sharing also personal ancedotes to tell me what my next steps should be. ”

See All 11,834 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

5y

Nihil dolores voluptatibus rerum dolores. Aperiam cumque labore dolores dolor expedita sapiente. Eveniet optio asperiores laborum sunt totam repellendus. Aut eaque ipsum nisi reprehenderit. Et natus deleniti aliquam a molestiae perspiciatis. Eveniet accusamus architecto repellat.

Libero architecto commodi nostrum. Tempora officia ex nesciunt quaerat repellendus sed illo. Sint consequatur ea neque. Et quia ad quo sit vero eveniet. Cupiditate porro qui officia.

Iusto aspernatur commodi neque maiores odit ab maxime. Omnis alias et eos autem nulla. Autem perspiciatis reprehenderit rerum. Eum quos voluptas quo eos enim ea explicabo.

+321	I Snuck Into UBS Office And Took A Shit On The Floor	28	1d
+279	Predicted 1Q 2027 Story - UBS IB blames Outlook Outage for Down Quarter	41	1h
+256	Houston 2026 Oil & Gas Investment Banking Rankings	67	4h
+244	Why leave restructuring for M&A?	31	4h
+232	Best Power/Renewables/Energy Teams?	39	20h
+184	Actual EB List	27	1d
+182	Incoming TPH Analysts Larping as PWP on LinkedIn	27	12h
+33	Embarrassed getting off at UBS train stop	5	33s
+24	I built a game to help me practice fundamentals like DCF, merger models and LBOs. Roast it?	6	13h
+22	What’s the current state of IBD at BofA?	28	2h

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	CompBanker	98.9
6	GameTheory	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Valuation Modeling

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Valuation Modeling

See All Comments - 100% Free

Trending Content - Investment Banking Forum