S4A3203+ – Actionable Financials: Template for doing Valuation using Discounted Cash Flows, Asset Based, Earnings’ Power and growth, and for determining the Weighted Average Cost of Capital (WACC)

File includes 4 templates. These templates, especially the Asset Based and Earnings’ Power and growth valuations, require some financial knowledge. The first form is to determine the Present Value of a company or project by discounting its future cash flows.  By the way, it includes instructions for perpetuity including a brief reference on how to think about a fade rate. The 2nd form is a template for doing an Asset Based Valuation and the form includes the most common adjustments to be done in Assets and Liabilities. The 3rd for has really two forms.  At the bottom, it allows for an Earning’s power Valuation indicating the most common adjustments to the P&L.  The bottom part is an assessment of how to evaluate the growth power of a company. The last form has the formula for calculating the Weighted Average Cost of Capital (WACC).  For the cost of equity component, it provides two methods:  the most popular Modern Portfolio Theory and the schema proposed by Value Investing.

File format: compressed (zip) excel file, editable.

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