Finance track

Finance · Phase 7

Valuation

DCF, multiples and precedent transactions — and defending the assumptions.

New to this? Start with the basics: Money has a time cost

In plain English

A business is worth the cash it will hand over, adjusted for waiting and for risk. Everything else — multiples, comparables, precedent deals — is a shortcut to that same number.

The advanced view

Intrinsic (DCF) and relative (multiples) valuation must be made consistent: a multiple is a compressed DCF, since P/E ≈ payout/(r − g) and EV/EBIT falls out of the same algebra. The discipline is matching numerator to denominator — equity value with equity flows, enterprise value with unlevered flows — and being explicit about whether growth is funded.

Valuation is where finance becomes applied, and you need all three approaches. DCF: project free cash flows for 5–10 years, calculate a terminal value (usually a growing perpetuity), discount at WACC to get enterprise value, subtract net debt for equity value, divide by shares for value per share. A DCF is only as good as its assumptions, so sensitivity on WACC and terminal growth is mandatory.

DCF structure

EV = Σ [FCF_t / (1+WACC)^t] + TV / (1+WACC)^n
TV = FCF_(n+1) / (WACC − g)
Equity value = EV − Net debt
Price per share = Equity value / Shares outstanding
FCF = EBIT×(1−Tc) + D&A − Capex − ΔNWC

Relative valuation compares a company's ratio to peers: P/E, EV/EBITDA, EV/Revenue for high-growth or unprofitable firms, P/B for banks and asset-heavy businesses. EV-based multiples are capital-structure neutral; P/E is not. Precedent transactions look at what acquirers actually paid, including a control premium of typically 20–40%.

Strategy connection

A DCF is a quantified strategic thesis. The growth rate encodes your view on market position, the margin trajectory encodes operating leverage and competitive intensity, and the terminal growth rate encodes the durability of competitive advantage. If you cannot defend these with a strategic argument, your valuation is just arithmetic.

Intuition

A valuation is an argument with numbers attached. The DCF makes the argument explicit; multiples borrow someone else's argument. Because terminal value is usually most of the answer, the assumptions that matter are the long-run ones: growth, margin and reinvestment.

Common pitfalls

  • ×Building a five-year forecast in detail while leaving terminal growth unexamined.
  • ×Comparing EV/EBITDA across companies with different capital intensity.
  • ×Dividing enterprise value by an equity metric, or forgetting net debt in the bridge.
  • ×Double-counting synergies in both the cash flows and the multiple.

Worked example — DCF with terminal value

Step 1 of 5

  1. 1FCF year 5 = 120, WACC 9%, g =

Why it works

The bridge from enterprise to equity value works because claims are ordered: operating assets generate the cash, debt holders are paid first, and equity keeps the residual. Subtract net debt, minorities and other claims, add non-operating assets, and you get what a share is actually entitled to. Terminal value dominates because a perpetuity capitalises everything beyond the forecast — typically 60–80% of the DCF.

How it is used — a 60-second DCF in an interview

Step 1 of 5

  1. 1FCF next year 50, growing 2% forever, WACC 9%.

Deeper

Deeper: reconciling DCF with multiples

A multiple is a compressed DCF. For a stable business, EV/EBIT ≈ (1 − t)(1 − g/ROIC) ÷ (WACC − g). That formula explains why high-growth, high-ROIC companies deserve higher multiples and why growth with low ROIC adds nothing. Always back out the implied multiple from your DCF and compare it with the peer set: a large gap means your growth or WACC assumption is doing the talking.

Mind the bridge. Enterprise value − net debt − minorities − pensions − preferred + associates = equity value. Multiples must match: EV pairs with EBITDA, EBIT and sales; price pairs with earnings and book value. Pairing P/E with EV/EBITDA in the same sentence without adjusting for leverage is the most common valuation error in interviews.

Must know cold

  • Equity value = EV − net debt (plus the other bridge items).
  • EV multiples use pre-interest metrics; equity multiples use post-interest metrics.
  • DCF value ≈ explicit-period PV + discounted terminal value.
  • Cross-check every DCF with an implied multiple and a comparable set.

Exercises

Try each one on paper before revealing the worked solution.

Exercise 1

FCF next year 50, WACC 9%, g 3%, net debt 200, EBITDA 70. Compute EV, equity value and the implied EV/EBITDA. Peers trade at 11×. Comment.

Exercise 2

Why can two companies with identical EV/EBITDA have very different P/E?

Figure — where DCF value comes from
t=1t=2t=3t=4t=5at 12%, distant cash flows shrink fastyear of the 100 cash flowpresent value

Near-term cash flows are barely discounted, far ones heavily. A DCF is therefore mostly a statement about the next few years plus a single terminal assumption; sensitivity tables on WACC and g exist because that last assumption carries the weight.

References

  • Damodaran, A. (2012). Investment Valuation: Tools and Techniques for Determining the Value of Any Asset. 3rd Edition, Wiley, Hoboken.
  • Berk, J. and DeMarzo, P. (2023) Corporate Finance. 6th Global Edition, Pearson, Harlow.

Statistics glossary for this phase

The terms an interviewer expects you to use precisely — with the pitfall attached to each.

Discount rate

Rate that converts future cash to today's value; compensation for time and risk.

In finance

Small changes swing a DCF more than most operating assumptions.

Pitfall

×Mismatching the rate to the cash flow: WACC for firm cash flows, cost of equity for equity cash flows.

Terminal value

Value of everything beyond the explicit forecast, usually a growing perpetuity.

In finance

Typically the majority of a DCF value, so it deserves the sanity check.

Pitfall

×A perpetual growth rate at or above the discount rate, or above long-run GDP.

Sensitivity / scenario analysis

Recomputing the answer as one or several inputs move.

In finance

The interview-ready way to say 'here is the range and what drives it'.

Pitfall

×Flexing inputs one at a time when they move together, e.g. volume and price.

Beta

Covariance of an asset with the market divided by market variance — a regression slope.

In finance

Feeds the cost of equity in CAPM and therefore every WACC and DCF.

Pitfall

×Using raw historical beta without unlevering and relevering for the target's capital structure.

Practise this

The drills and cases where this phase turns into arithmetic you do out loud.