Valuation Instrument
Turn a spreadsheet model into something your clients can use.
Halyard Markets plc HLYD
Fictional company. Every figure here is illustrative.
| Y1 | Y2 | Y3 | Y4 | Y5 | |
|---|---|---|---|---|---|
| Revenue | 540 | 583 | 630 | 680 | 735 |
| Free cash flow | 83 | 89 | 96 | 104 | 112 |
- Fair value per share
- 634p
- Upside to 560p
- +13.1%
- Enterprise value
- £1751m
- Equity value
- £1901m
- Terminal value share
- 79%
Fair value (p): cost of capital down, terminal growth across
| Cost of capital | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 8.50% | 675 | 705 | 739 | 780 | 828 |
| 9.00% | 630 | 654 | 682 | 715 | 754 |
| 9.50% | 590 | 610 | 634 | 660 | 692 |
| 10.00% | 555 | 572 | 592 | 614 | 639 |
| 10.50% | 524 | 538 | 555 | 573 | 594 |
We take a financial model that lives in Excel and turn it into an interactive page: every assumption becomes a lever, and the valuation, forecasts and sensitivity tables update as you move them. It ties out to the spreadsheet to the penny. We built it for equity valuation; the same approach works for pricing calculators, budgets and business cases.
What it does
- 1Reads the forecast straight from your Excel model, so the spreadsheet stays the source of truth.
- 2Builds the cost of capital from market data you can audit.
- 3Shows fair value, upside to the share price and a sensitivity grid that respond instantly.
- 4Ships as a single page you can send to a client or present in a meeting.
Built for Finance teams, advisers, and any business that sells with numbers.