Corporate Finance Valuation Lab

Class 10: Valuation and M&A

Week 10: Main Concepts Overview

This week covers the three primary valuation methods used in corporate finance and M&A transactions.

💰 DCF Valuation

Values a company based on the present value of its expected future cash flows.

  • Estimate Free Cash Flows (FCFs)
  • Calculate Terminal Value
  • Determine discount rate (WACC)
  • Bridge EV → Equity → Share Price

📊 Comparable Multiples

Values a company based on how similar companies are priced in the market.

  • Select comparable companies
  • Choose appropriate multiple
  • Apply median/average multiple
  • Convert EV → Equity if needed

🎯 Transaction Multiples

Values a company using prices paid in prior M&A transactions.

  • Find relevant precedent deals
  • Calculate premiums paid
  • Apply premium to target price
  • Premium must be justified by synergies

Key Formulas

EV ↔ Equity Bridge
EV = Equity + Debt − Cash

Rearranged: Equity = EV − Debt + Cash

M&A Premium
Offer = Pre-Price × (1 + Premium%)

Premium compensates target shareholders for control transfer.

Pricing vs. Valuation

💵 Pricing

What something sells for — driven by supply/demand, market mood, momentum, and noise.

📈 Valuation

What something is worth — based on fundamentals: cash flows (level, growth, quality).

Common Multiples

📉 Equity Multiples

  • P/E — Price to Earnings (most common)
  • P/B — Price to Book (capital-intensive)
  • PEG — P/E to Growth (growth companies)

🏢 Enterprise Multiples

  • EV/EBITDA — Less affected by D&A, capital structure
  • EV/EBIT — When capital intensity is comparable
  • EV/Sales — Crude but least accounting distortion

M&A Performance Patterns

📈 Target Returns

~+20% abnormal returns at announcement. Higher with cash payment; lower when bidder is private.

📉 Acquirer Returns

Often negative to ~0% when buying public targets with stock. Better returns with private targets.

🎯 Key Exam Takeaway

DCF gives you Enterprise Value. To find share price: subtract debt, add cash to get Equity Value, then divide by shares outstanding. Never divide EV directly by shares — that's the most common exam trap!

📋 Quick Reference: Classic Exam Traps

High-frequency mistakes that cost points under time pressure.

EV vs Equity
DCF → EV, then subtract debt, add cash before per-share
Bad Comps
Match industry, growth, profitability, leverage — not company "fame"
Messy Multiple
Use tight clustering; discard negatives/outliers; prefer median if noisy
GIGO
DCF is only as good as your assumptions