Valuation: Comps & PrecedentsHard

A comp set has a very wide spread in EV/EBITDA (say 6x to 22x). How do you interpret that and what do you do?

Model answer

A wide spread signals the set isn't truly homogeneous - the companies differ on a value driver the market cares about (growth, margins, end-markets, scale, or risk). First, investigate: is the spread…

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