Valuations based on forecasted #s?

I'm studying up questions in preparing for this coming recruiting season. One question that I had was why do multiples used forecasts instead of historical #s? I read somewhere that it's more reliable but how exactly? Thanks!

7 Comments
 

1) Forecasted #s don't include any one-time charges that would distort the underlying business (or profitability thereof)

2) When you buy a business, either as a minority (public equities) or control (PE, etc.), you're interested in valuing the future cash flows / prospects of the business, not the past - using forecasted #s enables you to capture some of the growth of the future

 
DaCarez1) Forecasted #s don't include any one-time charges that would distort the underlying business (or profitability thereof)

2) When you buy a business, either as a minority (public equities) or control (PE, etc.), you're interested in valuing the future cash flows / prospects of the business, not the past - using forecasted #s enables you to capture some of the growth of the future

Ahh #2 makes a lot of sense. As far as #1, would you not adjust your EBITDA figure to strip out one off transactions?

dublinalong similar lines to point #2 above: particularly with high growth companies (ie many in the tech sector), the companies are being sold at a stage in their development such that their last 5 years look absolutely nothing like their next 5 years. the value of these companies lies in their rapidly accelerating growth. therefore, using historical numbers would dramatically undervalue the company.

now the trick is convincing buyers that your projections aren't a load of crap...

For these companies, won't forecast #s be inaccurate since they probably wouldn't sustain that level of growth beyond a X number of years? Or would this be an instance where you rely more on comparable comps and precedent transactions?

Sorry for all the questions. Conceptually I'm starting to understand valuations (didn't take finance in college), but the application of it is still a bit hazy.

 

along similar lines to point #2 above: particularly with high growth companies (ie many in the tech sector), the companies are being sold at a stage in their development such that their last 5 years look absolutely nothing like their next 5 years. the value of these companies lies in their rapidly accelerating growth. therefore, using historical numbers would dramatically undervalue the company.

now the trick is convincing buyers that your projections aren't a load of crap...

 
dublinWell I was being a bit tongue-in-cheek with my last sentence; in general, buyers will believe your future growth projections if you're able to tell a compelling story (granted they'll probably discount them a bit).

LOL! No I got you were saying with the last sentence, and it does makes sense your valuation is as reliable as how well you can convince a buyer. I just meant conceptually, isn't forward multiples just as unreliable as backwards multiples for high growth companies?

 
Best Response

Saepe vel eius eius ut quo ut eligendi. Voluptatem nostrum minima doloremque beatae numquam quos. Quibusdam consequatur at ducimus fuga consequatur. Enim pariatur sapiente architecto dolores et. Distinctio tempora voluptate sit recusandae mollitia ex. Qui excepturi excepturi dignissimos quis qui. Voluptas sapiente enim qui sit.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
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...”