relative-valuation-multiples
Relative Valuation Multiples
Table of Contents
Example
Scenario: Technology company trading at PE 35x vs. sector median 25x. Is the premium justified?
Step 1 -- Define: PE = Market Price per Share / Earnings per Share (trailing twelve months, diluted). Equity multiple: numerator (equity market value) and denominator (net income to equity) go to the same claimholders.
Step 2 -- Describe: Sector distribution of 45 software firms: mean 28x, median 25x, 25th percentile 18x, 75th percentile 33x, standard deviation 12x. Target sits at approximately the 75th percentile.
Step 3 -- Analyze: The fundamental driver equation for PE is:
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