Valuation: Comps & PrecedentsHard

Two comps both trade at 8x EV/EBITDA (EV $800m, EBITDA $100m each). Company A spends $10m a year on capex, Company B spends $60m. Are they equally cheap?

Model answer

Not on a cash basis. Compute EV/(EBITDA - capex): A = $800m / ($100m - $10m) = $800m / $90m = ~8.9x; B = $800m / ($100m - $60m) = $800m / $40m = 20x. Identical headline EV/EBITDA, but B is more than…

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