workflow-pptx-comps-table

# Slide Deck — Comps Table and Sensitivity Slide Layouts ## What this skill covers Standardised markdown templates and conventions for the trading comparables slide and sensitivity analysis slide in financial decks. Both slides rely on corp-finance-mcp tools as the sole data source; LLM-generated figures are not permitted. ## Tool references | Tool | Slide | |------|-------| | `comps_analysis` | Trading comparables table — all multiples and operating metrics | | `sensitivity_matrix` | Sensitivity grid — all scenario values | | `fmp_key_metrics` | Supplementary market cap, EV, and per-share data | ## Trading comparables slide ### Layout Slide title: `## Trading Comparables` Column order (per `workflow-xlsx-author` conventions): | Column | Unit | Format | |--------|------|--------| | Company | — | Text | | Ticker | — | Text | | Market Cap | $M | Comma-separated integer | | Enterprise Value (EV) | $M | Comma-separated integer | | EV / Revenue (LTM) | x | One decimal | | EV / EBITDA (LTM) | x | One decimal | | P / E (LTM) | x | One decimal | | Revenue growth (YoY) | % | One decimal | | EBITDA margin (LTM) | % | One decimal | ### Required rows 1. Each comparable company (one row per comp). 2. A separator row (`|---|---|...|`). 3. **Median** row — bolded — showing median for every metric column. 4. **Target** row — the company being valued — bolded and visually distinguished (use `**bold**` in every cell). ### Positioning takeaway Below the table, a single sentence summarising the positioning: e.g., "Target trades at a [discount / premium] to the peer median on EV/EBITDA ([target]x vs [median]x) reflecting [one-line rationale]." ### Template ``` ## Trading Comparables | Company | Ticker | Mkt Cap ($M) | EV ($M) | EV/Rev | EV/EBITDA | P/E | Rev Growth | EBITDA Margin | |---------|--------|--------------|---------|--------|-----------|-----|------------|---------------| | ACME Corp | ACME | 2,450 | 2,850 | 2.4x | 9.2x | 18.5x | 12.3% | 26.1% | | Beta Inc | BETA | 1,120 | 1,380 | 1.9x | 7.8x | 14.2x | 8.7% | 24.3% | | Gamma Ltd | GMMA | 3,800 | 4,100 | 3.1x | 10.5x | 22.1x | 15.2% | 29.7% | | Delta Corp | DELT | 890 | 1,050 | 1.6x | 7.1x | 13.8x | 6.1% | 22.5% | |---|---|---|---|---|---|---|---|---| | **Median** | | **1,785** | **2,115** | **2.2x** | **8.5x** | **16.4x** | **10.5%** | **25.2%** | | **Target Co** | **TARG** | **1,650** | **1,950** | **2.0x** | **8.0x** | **15.5x** | **11.2%** | **24.8%** | Target trades at a slight discount to the peer median on EV/EBITDA (8.0x vs 8.5x) reflecting integration uncertainty post-acquisition; management's operational improvement plan supports normalisation within 18 months. *Source: corp-finance-mcp comps_analysis, as of [DD-Mon-YYYY] | CONFIDENTIAL* --- ``` ### Handling N/A values Use `n.m.` (not meaningful) for negative EBITDA or negative P/E. Do not show a number for a metric that would be misleading. Exclude `n.m.` values from the median calculation and note the exclusion below the table. ## Sensitivity analysis slide ### Layout Slide title: `## Sensitivity: [Variable 1] vs [Variable 2]` Format: 2D markdown grid where rows are one variable (e.g., exit multiple) and columns are the other variable (e.g., WACC or EBITDA growth). Rules: - Base case row header: bolded. Base case column header: bolded. - Values in the table body: Equity Value in $M or EV/EBITDA in x, as appropriate. - Below the grid: one-line takeaway citing the sensitivity range (e.g., "Equity value ranges from $3.2B to $6.8B across the stated WACC and terminal growth scenarios"). ### Template — DCF WACC vs Terminal Growth sensitivity ``` ## Sensitivity: WACC vs Terminal Growth Rate | | **WACC 9.0%** | WACC 9.5% | **WACC 10.0%** | WACC 10.5% | WACC 11.0% | |----------------|---------------|-----------|----------------|------------|------------| | **TGR 3.0%** | **$5,450M** | $5,120M | **$4,820M** | $4,550M | $4,300M | | TGR 2.5% | $5,200M | $4,890M | $4,610M | $4,350M | $4,110M | | **TGR 2.0%** | **$4,980M** | $4,680M | **$4,420M** | $4,170M | $3,940M | | TGR 1.5% | $4,770M | $4,490M | $4,240M | $4,000M | $3,780M | | TGR 1.0% | $4,570M | $4,310M | $4,070M | $3,840M | $3,630M | **Base case: WACC 10.0%, TGR 2.0% → $4,420M equity value** Equity value ranges from $3,630M to $5,450M across the stated WACC/TGR scenarios. *Source: corp-finance-mcp sensitivity_matrix | CONFIDENTIAL* --- ``` ### Template — LBO exit multiple vs EBITDA growth sensitivity ``` ## Sensitivity: Exit Multiple vs EBITDA Growth | | EBITDA Growth 5% | **EBITDA Growth 8%** | EBITDA Growth 11% | EBITDA Growth 14% | |--------------|-----------------|---------------------|-------------------|-------------------| | Exit 7.0x | 1.6x MOIC | 1.9x MOIC | 2.2x MOIC | 2.6x MOIC | | Exit 8.0x | 1.9x MOIC | 2.2x MOIC | 2.6x MOIC | 3.0x MOIC | | **Exit 9.0x**| **2.2x MOIC** | **2.6x MOIC** | **3.1x MOIC** | **3.6x MOIC** | | Exit 10.0x | 2.5x MOIC | 3.0x MOIC | 3.5x MOIC | 4.1x MOIC | **Base case: 9.0x exit, 8% EBITDA growth → 2.6x MOIC** MOIC ranges from 1.6x to 4.1x across the stated exit multiple and growth scenarios. *Source: corp-finance-mcp sensitivity_matrix, lbo_model | CONFIDENTIAL* --- ``` ## Quality gates - Every multiple in the comps table cites `comps_analysis` in the footer — no manually estimated multiples. - Median and Target rows always present and bolded; separator row always present. - `n.m.` used for negative/misleading metrics; exclusion from median noted. - Sensitivity grid includes the base case cell explicitly identified (bold header). - One-line takeaway present on both comps and sensitivity slides. - Sensitivity values independently generated by `sensitivity_matrix` — not extrapolated by the analyst. ## Related skills - `workflow-pptx-deck-structure` — master deck structure and mandatory slide order - `workflow-pptx-valuation-layout` — bull/base/bear valuation slides that cross-reference the comps table - `workflow-pptx-mcp-writer-binding` — converting comps and sensitivity slides to SlideDeckSpec table kind for `office_pptx_write` - `workflow-xlsx-author` — number formatting conventions shared between deck and spreadsheet deliverables ## Routing **Primary agent:** `cfa-private-markets-analyst` (pitch and IC decks) **Secondary agent:** `cfa-equity-analyst` (research decks)