Guidelines: Valuation

Due: Tuesday, November 30, 2021 Class time

Target length: 1-2 pages, double-spaced, including any exhibits
Format: 2 copies, both double-spaced, single-sided

FOR YOUR FREEMAN REPORT:

As we have seen in other equity analysis reports, the valuation section is fairly
concise. It will state the target 1-year price estimate for your firm and explain which
valuation methodologies were used to obtain this price target. Since there are many
different valuation methods, you should briefly describe why you decided to use the
ones that you chose.

You should include a chart or table showing the valuation estimates that you found
using the various methodologies employed. As well, you should include in your
exhibit 1) the current price, and 2) the target price that you determine is
appropriate for your Company.

ALSO REQUIRED:

While this will not be published in your Freeman Report, you will need to submit the
Excel work that you completed to determine the valuation estimate(s) described
above. You should design this workbook to be easily understood by someone not on
your team. Consider using comments to explain your assumptions within the
workbook. An additional companion sheet in Word should be submitted to help
explain how to read your valuation model and understand your assumptions.
Upload these two additional documents to Blackboard along with your formal
valuation write up.