Analyst Research Data Assumptions

These options configure the Analyst Research Data worksheets. See Working with Assumptions.

Historic or Adjusted

Determines if adjusted or historic financial statements are used in the Analyst Research Data worksheets.

Fundamental Discount

Determines if the fundamental discount is applied to the multiples used in the Indicated Value sheet.

Level of Control

Applies a premium for control or a discount for lack of control in the indicated value calculation. The premium and discount are calculated in the Level of Control (Premium or Discount) worksheet.

Marketability Discount

Applies a discount for lack of marketability in the indicated value calculation. The discount is calculated in the Marketability Discount worksheet.

Excess/Non-Operating Assets

Includes excess and non-operating assets in the indicated value calculation. The value of the assets is calculated in the Excess and Non-Operating Assets worksheet.

Level of Control for Excess/Non-Operating Assets

Applies the level of control premium or discount to the excess and non-operating assets in the indicated value calculation.

Disabled if the Level of Control assumption is set to No Premium or Discount.

Disabled if the Excess/Non-Operating Assets assumption is set to False.

Marketability Discount for Excess/Non-Operating Assets

Applies the marketability discount to the excess and non-operating assets in the indicated value calculation.

Disabled if the Marketability Discount assumption is set to False.

Disabled if the Excess/Non-Operating Assets assumption is set to False.