Comparable company analysis (often "comps" or "trading comparables") is a relative valuation method that estimates a company's value by comparing it to similar publicly traded companies. The premise is that similar businesses should trade at similar multiples of earnings, cash flow or revenue.

Steps

  1. Select a peer group — public companies similar in industry, business model, size, growth and margins.
  2. Gather financial data — market figures and operating metrics such as revenue, EBITDA, EBIT and net income (often on a forward, next-twelve-months basis).
  3. Calculate multiples for each peer, for example EV/EBITDA, EV/Revenue, EV/EBIT and P/E.
  4. Benchmark the peer multiples (typically the median and the inter-quartile range) and apply them to the target's metrics.
  5. Triangulate the resulting valuation range.

Common multiples

Multiple Numerator Best for
EV/EBITDA Enterprise value Most companies; capital-structure-neutral
EV/Revenue Enterprise value High-growth or loss-making firms
EV/EBIT Enterprise value When depreciation differs across peers
P/E Equity (price) Mature, profitable companies

EV-based multiples pair an enterprise-value numerator with a pre-financing metric (EBITDA, EBIT, revenue); equity-based multiples such as P/E pair price with a post-financing metric (net income). Mixing the two is a classic error.

Strengths and weaknesses

Strengths: market-based and current; relatively quick; easy to communicate; based on real prices.

Weaknesses: truly comparable public companies can be hard to find; multiples reflect prevailing market sentiment, so an over- or under-valued sector skews the result; it captures market (minority) value and therefore excludes the control premium a buyer pays. For that reason trading comps usually sit below precedent transactions on the football field.

See also

  • Business valuation — The set of methods used to estimate the economic value of a company or its equity.
  • Precedent transaction analysis — Relative valuation using the multiples paid in comparable past acquisitions.
  • Enterprise value — The total value of a company’s operations, independent of its capital structure.
  • Discounted cash flow — An intrinsic valuation that discounts a company’s projected cash flows to present value.

External resources

Practitioner guides from Main Street Wealth, an M&A advisory firm:

References & further reading

  1. Corporate Finance Institute — “Comparable Company Analysis”
  2. Investopedia — “Comparable Company Analysis (CCA)”
  3. Wall Street Prep — “Comparable Company Analysis”
Category: Valuation