Download the Comps Workbench
Download the Public Company Comps Workbench · Excel · Version 1.2
A reusable template for building a reviewed peer set and the valuation range it supports. Bring your own company data from filings or a data service you are licensed to use. Precedent M&A is not covered.
What is in the workbook
Dashboard: selected peer-group counts, quartiles, median and an implied valuation range based on your reviewed inputs.
Controls: target company, valuation date, sector, peer group, selected metric, target financials and the multiple range you select.
Peer data: editable company inputs, inclusion and exclusion rationale, EBITDA adjustments, five calculated EV multiples, eligibility and outlier flags. Room for 300 companies.
Guide: instructions, metric definitions, basis review and refresh guidance.
How to use it
Enter your target settings on Controls, then fill in the amber Peer data columns for each candidate peer. Complete the review fields, dates, currency, adjustments and inclusion rationale. The Dashboard calculates from your reviewed entries. Quartiles need at least three eligible peers. The outlier screen needs five and flags observations for review without removing them.
The 12 sectors
- Media & Publishing
- Marketing & Advertising
- Events & Exhibitions
- Software & SaaS
- IT Services & Managed Services
- Business & Professional Services
- Healthcare Services
- Consumer Products & Brands
- Food & Beverage
- Retail & Restaurants
- Industrial & Commercial Services
- Distribution & Logistics
Keep the comparison honest
Use one valuation date and one currency. Confirm matching accounting definitions and financial periods before using a multiple. Currency-neutral ratios do not, by themselves, make two businesses comparable. Keep reported and calculated multiples apart.
Use the peer evidence in the deal decision
Start with business model, revenue mix, size, growth, margins, customer exposure and geography. Use the peer range as evidence for a valuation judgment, and explain why the target should sit above, below or within it.
Use the Acquisition Mandate & Target Screen to confirm why the target belongs in the search. Keep buyer-created benefits separate using the Synergy Underwriting & Value Bridge.
Carry the selected market reference into the Capital Allocation & Deal Affordability Tool and the LOI Economics & Risk Allocator. A public trading range does not set the buyer's affordable price or private walk-away ceiling.
Version
Version 1.2, November 1, 2026. Editable Excel template. Entries stay in your downloaded copy.