SPIEGEL, INC.

1. Value Spiegel using a discounted cash flow model.

You can assume, for purposes of these valuations, that

(a) the working capital, as a percentage of revenue, will be 20% of revenues in future time periods.

(b) Spiegel intends to get to and maintain a market value debt ratio (D/(D+E)) of 35% from the beginning.

2. Given the information on comparable firms, value Spiegel using the relative valuation models - PE ratios, PBV ratio and P/Sales Ratios, using both the Îsubjective adjustmentÌ approach (get the average multiple, and adjust for differences in growth, risk ...) and a regression approach (run a regression of PE, PBV and PS ratios against the variables that you have information on in Exhibit 5.

3. If you get different answers using the two approaches - discounted cash flow and relative valuation - explain the differences. Which one would you choose to use

- as the investment banker taking the company public?

- as a potential investor in the stock?

4. Does the fact that the shares to be offered are nonvoting make a difference in the value you would attach to these shares? If so, why and how much?

5. Given your estimates for value from the above models, at what price would you take this company public?

P.S. Do not use ex-post information. You do not, for instance, know that there is going to be a market crash two weeks after the day of your decision (October 5, 1987).



Alternative



You can pick any other IPO and answer the same questions. I have a few prospectuses that you can borrow. You can also scour the recent offerings for a prospectus.

Back to Home Page