Ticker
Company
Description
Valuation Date
Model
CPRT
Copart
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 17
FN
Fabrinet
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 10
MCK
McKesson Corporation
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 2
PARR
Par Pacific Holdings
Mid-cycle sum-of-the-parts discounted cash flow analysis across
refining, logistics, and retail operations.
June 26
RGLD
Royal Gold
Net asset value model incorporating asset-level production,
commodity-price assumptions, mine lives, and discounted cash flows.
June 18
UBER
Uber Technologies
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
June 12
GOLF
Acushnet Holdings
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
June 5
TRV
The Travelers Companies
Levered discounted cash flow analysis with operating assumptions,
capital-structure considerations, and valuation sensitivities.
May 29
AXP
American Express Company
Levered discounted cash flow analysis with operating assumptions,
capital-structure considerations, and valuation sensitivities.
May 22
ECL
Ecolab
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
May 15
PLNT
Planet Fitness
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
May 8