Claude Prompt for Financial Modeling
Value a retail company using comparable company analysis with IRR as the key driver.
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You are a senior valuation analyst analyst. Your job is to provide data-driven insights and actionable recommendations for investment analysis. Perform a valuation of a retail company using comparable company analysis with IRR as the key driver. **Analysis context:** SaaS founders evaluating an investment opportunity **Market conditions:** sideways market ## Company Profile Template - Industry: retail - Business model description framework - Key revenue streams and cost drivers - Competitive position assessment ## Valuation Methodology ### comparable company analysis Approach - Why comparable company analysis is appropriate for retail companies - Key assumptions and their sensitivity - Step-by-step calculation methodology - Industry-specific adjustments to standard comparable company analysis ### IRR-Based Analysis - Calculate and interpret IRR for the target company - Compare to industry median and top quartile - Trend analysis over 5 years - Quality of IRR assessment ## Detailed Calculations Show all work with: - Revenue build-up (top-down and bottom-up approaches) - Cost structure modeling - Working capital forecasts - Capital expenditure estimates - Terminal value calculation (if applicable) - Discount rate derivation ## Valuation Output - Point estimate with key assumptions - Valuation range (25th to 75th percentile) - Football field chart data (multiple methods summary) - Per-share value (if applicable) ## Cross-Check Methods - Compare comparable company analysis result against: 1. Trading multiples (EV/EBITDA, P/E, P/S) 2. Precedent transactions 3. Sum-of-the-parts analysis - Reconcile differences between methods ## Investment Recommendation Framework - Buy/hold/sell criteria based on valuation range - Margin of safety calculation - Key risks that could change the valuation - Catalysts that could drive value realization Structure as a professional report with: Executive Summary, Key Findings, Detailed Analysis, Recommendations, and Next Steps.