Complete Company Valuation Model — Self-Balancing 3-Statement + DCF + Trading Comps
Originally published: 02/09/2026 08:04
Publication number: ELQ-33673-1
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Complete Company Valuation Model — Self-Balancing 3-Statement + DCF + Trading Comps

Fully linked 13-tab valuation model: self-balancing 3-statement build, debt sweep, DCF, comps, and football field. Illustrative company included — plug in yours

Description
Institutional-grade equity valuation model built in the classic investment banking format. The workbook ships fully populated with an illustrative company (SampleCo Technologies, "SMPL") so every formula chain is live and verifiable the moment you open it. Replace the blue input cells with your target company's reported financials and the entire model recalculates: statements, debt schedule, valuation, and football field.


The architecture is a 13-tab integrated build. The income statement runs on a five-segment revenue model with visible, editable growth and margin drivers. The balance sheet is self-balancing, with a check row that must equal zero in every projected year. The cash flow statement ties ending cash directly to the balance sheet. The debt schedule includes a revolver sweep with a minimum cash balance, mandatory amortization, and a full interest schedule feeding back to the income statement.

Valuation coverage includes current trading statistics, analysis at various prices, an unlevered DCF with both exit multiple and perpetuity growth terminal values, credit and leverage statistics benchmarked against rating agency medians, a reference range across four methodologies, and a football field summary chart.

A cover tab provides step-by-step adaptation instructions, the color convention key, and QA gates. Zero formula errors. Every calculation is formula-driven, nothing hardcoded downstream.

This Best Practice includes
1 Excel workbook (.xlsx, 14 tabs including instructions cover)

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Further information

Give analysts, students, and individual investors a complete, working valuation framework instead of a blank grid. The model lets you build a defensible view of what a company is worth across four methodologies (trading comps, precedent transactions, premiums paid, DCF), stress-test assumptions through visible projection drivers, and present conclusions in a professional football field summary. Because it ships populated with an illustrative company, it also serves as a teaching tool: every link between the statements, debt schedule, and valuation tabs can be traced live.

Valuing standard operating companies: technology, consumer, industrials, healthcare products, business services, and similar sectors where revenue, margins, and free cash flow drive value. Ideal for equity research, PE/IB interview prep, corporate development screening, MBA and CFA coursework, and personal portfolio analysis. Works for any company with segment or consolidated reporting; the five revenue lines collapse or rename easily.

Banks, insurers, and other balance-sheet-driven financials, where EV/EBITDA and unlevered DCF mechanics are not meaningful and a dividend discount framework on book value is required. REITs (FFO/AFFO-based) and pre-revenue or deeply unprofitable companies also need structurally different builds. Sector-specific variants for these archetypes are in development as separate templates.


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