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Accounting, Chart, Excel, Financial Analysis, Financial Model, Financial Modeling, Financial Planning, Matrix

Video Overview:

Overview:

This model was developed to adjust a security’s current beta to estimate a security’s future beta. The adjusted beta calculation uses the historical data of security and assumes that a security’s beta moves toward the market average over time. The calculation weights the historic raw beta and market beta for its estimate and can calculate the beta for a variety of capital stack assumptions.

Model Highlights:

– Dynamic pro forma financial model
– Fully customizable user-defined assumptions
– Sensitivity analysis for various debt-equity levels and breakdown of leverage impact
– Institutional-quality actionable reporting output to drive investment decision making
– Fully unlocked and transparent model allowing users to customize
– Support from a team of highly qualified investment and financial professionals

Key Features:

Built for anyone looking to accurately adjust a public company’s security beta.

The model:
– Provides institutional-quality actionable reporting output to drive investment decision making
– Calculates the unlevered, current levered, and optimally levered beta
– Calculates beta at various level’s of debt to equity and breakdown of how the beta changes at higher leverage

Support:

Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.

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