Valuation Handbook – Risk Premium Toolkit

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Year Introduced at BVR: 2011 Delivery Method: Online Calculator Source of information: Center for Research in Security Prices (CRSP) Data and Standard and Poor’s Compustat database Industries covered: 228 SIC codes Bonus content: 2017 Valuation Handbook – Guide to Cost of Capital Three quarterly dataset updates PDF of the quarterly Duff & Phelps Update newsletter Benefits of Risk Premium Toolkit: Access two years of valuation data from the CRSP Size Study and the Duff & Phelps Risk Premium Study Automatic output – cost of equity for your subject company is calculated with the Toolkit using up to five different methods, and the results are presented in an “Executive Summary” Built-in risk free rate lookup – finds the rate based on your valuation date Equity risk premium adjustment (a.k.a. market risk premium) – the Toolkit makes this adjustment, a crucial step often over- looked by valuation analysts Valuation Handbook – Risk Premium Toolkit Built for valuation and finance professionals to develop defensible cost of capital estimates. $669 USD/year Updated: July 2017 bvresources.com/dp | (503) 291-7963 Designed by Roger Grabowski and James Harrington of Duff & Phelps, the Valuation Handbook – Risk Premium Toolkit is a web-based model that offers defensible cost of capital measures, particularly for small target companies. Users can enter 1-18 inputs and the online Toolkit instantly delivers a fully customizable “Executive Summary” that includes sourcing, key inputs, and a concluded range of cost of equity capital estimates using both the build-up and CAPM methods. A subscription also includes 1) the 2017 Valuation Handbook – Guide to Cost of Capital, 2) an annual publication that includes data previously available in the SBBI Valuation Yearbook and 3) three quarterly dataset updates (delivered via PDF) of industry risk premiums for use in the build-up method. Risk Premium Toolkit Data Entry Screen

Transcript of Valuation Handbook – Risk Premium Toolkit

Page 1: Valuation Handbook – Risk Premium Toolkit

Year Introduced at BVR: 2011

Delivery Method: Online Calculator

Source of information: Center for Research in Security Prices (CRSP) Data and Standard and Poor’s Compustat database Industries covered: 228 SIC codes

Bonus content: • 2017 Valuation Handbook – Guide

to Cost of Capital

• Three quarterly dataset updates

• PDF of the quarterly Duff & Phelps Update newsletter

Benefits of Risk Premium Toolkit:

• Access two years of valuation data from the CRSP Size Study and the Duff & Phelps Risk Premium Study

• Automatic output – cost of equity for your subject company is calculated with the Toolkit using up to five different methods, and the results are presented in an “Executive Summary”

• Built-in risk free rate lookup – finds the rate based on your valuation date

• Equity risk premium adjustment (a.k.a. market risk premium) – the Toolkit makes this adjustment, a crucial step often over-looked by valuation analysts

Valuation Handbook – Risk Premium ToolkitBuilt for valuation and finance professionals to develop defensible cost of capital estimates.

$669 USD/year

Updated: July 2017 bvresources.com/dp | (503) 291-7963

Designed by Roger Grabowski and James Harrington of Duff & Phelps, the Valuation Handbook – Risk Premium Toolkit is a web-based model that offers defensible cost of capital measures, particularly for small target companies. Users can enter 1-18 inputs and the online Toolkit instantly delivers a fully customizable “Executive Summary” that includes sourcing, key inputs, and a concluded range of cost of equity capital estimates using both the build-up and CAPM methods. A subscription also includes 1) the 2017 Valuation Handbook – Guide to Cost of Capital, 2) an annual publication that includes data previously available in the SBBI Valuation Yearbook and 3) three quarterly dataset updates (delivered via PDF) of industry risk premiums for use in the build-up method.

Risk Premium Toolkit Data Entry Screen

Page 2: Valuation Handbook – Risk Premium Toolkit

Summary results from Toolkit

Updated: July 2017 bvresources.com/dp | (503) 291-7963

Summary results from Duff & Phelps Risk Premium Study

Summary results from CRSP Size Study