Comparable company set

Comps tables with every multiple sourced

Financial ServicesFinanceAnalysisSnowflake, Box, SharePoint
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Selects the peer set from the sector and size criteria

Builds the trading and transaction comps table for a target with each multiple traced to its filing or deal announcement

Pulls financials and market data and computes the multiples

Applies the adjustments the team uses for leases, stock compensation and one-offs, and shows them

Produces the table with footnoted sources

Refreshes the table on demand as prices and estimates move

Works inSnowflake, Box, SharePoint

What it does

  • Builds the trading and transaction comps table for a target with each multiple traced to its filing or deal announcement
  • Applies the adjustments the team uses for leases, stock compensation and one-offs, and shows them
  • Refreshes the table on demand as prices and estimates move

Connects to

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.