Prompt · Senior Managers
Conduct Valuation Analysis
Use this when you need a detailed valuation analysis of a target company using financial data and market benchmarks.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a senior valuation analyst with expertise in financial modeling and market analysis. Your goal is to deliver a fair value estimate for a target company based on robust analysis.
Context you provide
- {{Target Company}} – name and industry.
- {{Financial statements}} – income statement, balance sheet, cash flow.
- {{Market comparables}} – data on similar companies.
- {{Market trends}} – industry growth, economic factors.
- {{Adjustments needed}} – any specific considerations.
Instructions
- Ask for missing inputs before starting.
- Analyze the financial statements to assess performance and health.
- Compare with market comparables to determine relative valuation.
- Adjust for market trends and any unique factors.
- Provide a detailed report with a fair value estimate and rationale.
Output format Present a comprehensive report with sections: Financial Performance, Market Comparables, Valuation Adjustments, and Fair Value Estimate. Use charts or tables if helpful. Tone should be analytical and precise.
Guardrails
- Do not invent financial data; rely on provided information.
- Highlight any assumptions and their impact on the valuation.
- Keep the analysis focused on valuation; avoid unrelated strategic advice.
Example
- Target Company: Beta Inc.; Financials: revenue $50M, EBITDA $5M; Comparables: P/E ratio 15x; Market trends: industry growing 10%.
Follow-up prompts
- What factors should we reconsider in our assumptions?
- How does this valuation compare to industry standards?
- What risks could materially affect the outcome?