AceTheRound
IB InterviewTechnical

Walk me through a DCF

Lay out a clean flow from projecting cash flows through to deriving equity value per share.

Direct answer

Project free cash flow, discount it at WACC, add a terminal value, and bridge enterprise value to equity value per share.

Step-by-step

Walk through the structured answer

1

Project unlevered free cash flow

Start with revenue growth, margin assumptions, and working capital/CapEx to forecast 5–10 years of UFCF.

2

Calculate the discount rate

Use WACC based on current capital structure, cost of equity (CAPM), and after-tax cost of debt.

3

Estimate terminal value

Apply either a perpetual growth rate to final year UFCF or an exit multiple to terminal year EBITDA.

4

Discount and sum

Discount each UFCF and the terminal value back to today using WACC; sum them for enterprise value.

5

Bridge to equity value

Subtract net debt and preferreds, add non-operating assets to get equity value; divide by diluted shares.

Pitfalls to avoid

  • Mixing mid-year and year-end convention without adjusting discount factors.
  • Using target capital structure instead of current when valuing a stand-alone company.
  • Double counting non-operating assets or including financing cash flows in UFCF.

Follow-up angles

  • How sensitive is the valuation to the terminal growth vs. exit multiple?
  • When would you prefer mid-year convention?
  • What happens to the DCF if working capital turns negative?
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Compare the buyer’s pro forma EPS to standalone EPS after a deal including synergies and financing.

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