ASIANMASC亜細亜男子SUBSCRIBE
ISSUE 001SUMMER 2026

Tool 道具 · Valuation lab

Build a range, not a target

Kaiju Beverage Co. (fictional): $1,000M revenue, $200M net debt. Choose three assumptions and watch the equity value move — then read the warning below the table.

FCF margin
Long-term growth
Discount rate
Equity value, your case
$1,690M
RANGE ACROSS THE TABLE: $718M$9,520M

The base-case equity range is $718M to $9,520M. The result is most sensitive to the discount rate, then growth, then margin. Write down which inputs deserve the range — that sentence is the deliverable.

Sensitivity — equity value ($M)
Equity value in $M by discount rate (rows) and long-term growth (columns), at the selected FCF margin
2% growth5% growth8% growth
8% disc$1,330M$2,950M$9,520M
10% disc$948M$1,690M$4,660M
12% disc$718M$1,150M$2,230M
Warning

A sensitivity table doesn't fix weak assumptions. Explain which inputs deserve the range.

Steps: drivers → forecast → FCF → discount rate → terminal value → equity bridge → sensitivity → written conclusion