Workspace /Tools

Tools

18 tools in 6 modules. Each works on its own, with no account needed; your instructor may also set labs that walk you through them.

A1
Foundations
Returns & Corporate Actions
Total return, dividends, buybacks, splits, payment dates, float and average daily volume.
A2
Foundations
Value Measures
Book value, market cap and enterprise value, and how price differs from value.
A3
Foundations
Required Return Builder
Required return and WACC from CAPM, the market model, multi-factor and build-up methods.
B1
Company Analysis
Industry Analyzer
Five Forces and PESTLE, with each finding tied to an assumption you can defend.
B2
Company Analysis
Company Analyzer
Revenue drivers, DuPont, working capital, capital investment and capital structure.
B3
Company Analysis
Forecast Builder
A three-statement forecast with a horizon, a fade to maturity, inflation and share count.
C1
Cash Flow Models
DDM Lab
Gordon, multi-period, two-stage, H-model and three-stage models, PVGO, implied growth and preferred stock.
C2
Cash Flow Models
Free Cash Flow Bridge
Walk from net income, EBIT, EBITDA or CFO to FCFF and FCFE, line by line.
C3
Cash Flow Models
DCF Lab
One-, two- and three-stage FCFF and FCFE models, terminal value and sensitivity grids.
C4
Cash Flow Models
Residual Income Lab
Residual income, EVA, MVA, persistence, implied growth and clean surplus checks.
D1
Relative Value
Multiples & Comps
Peer groups, price and EV multiples, normalized EPS and cross-border comparisons.
D2
Relative Value
Justified Multiples
Justified P/E, P/B and P/S, PEG, predicted P/E and multiple-based terminal value.
E1
Special Situations
Private Company Valuation
Normalized earnings, discount rates, control and marketability adjustments, and three approaches.
E2
Special Situations
Sum-of-the-Parts
Value segments separately, test the conglomerate discount, and model a sale or spin-off.
E3
Special Situations
Payout & Leverage Effects
How buybacks, dividends and new debt change EPS, book value per share, FCFE and WACC.
F1
Synthesis
Model Reconciliation
Every model on one football field, with each gap traced to its cause.
F2
Synthesis
Research Report Builder
Turn a case into a structured report with a value range, key risks and a defended conclusion.
F3
Synthesis
Formula Sheet
The formulas behind every tool, grouped by topic, with each term explained.