The client, a U.S. based Hedge Fund, wanted to build a financial model for a fitness company. The underlying objective was to analyze the performance of the company amidst the COVID-19 period which would help the client make an informed investment decision.
Build a model to analyze the company’s financial performance and then value the stock based on EV/EBITDA or EV/Revenue multiples. The client shared broker reports and instructions to help the TresVista Team in building and structuring the model.
To build the model, The TresVista Team:
In addition to creating the model, The TresVista Team summarized the market sentiments based on various broker models & financial statements and prepared a list of competitors and their valuation multiples. The TresVista Team also included updates related to the impact of COVID-19 by leveraging the earnings reports of the company.