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Trading Comparables (Comps) — FactSet

Trading Comparables (Comps) — FactSet
Strictly Confidential

What's included

Template pack — editable files only. You're getting the ready-to-use Excel to keep and edit. This item does not include a training video.本产品为可编辑的 Excel 模板文件,不包含教学视频。

Editable Excel File
The working back-up file — yours to keep and edit

Built with

Note: the underlying data is pulled from FactSet. You'll need your own access to FactSet to refresh or extend the figures — the template itself stays fully editable either way.

About this training

Build a trading comps page that positions a company against its peer set — the same workflow as the Capital IQ version, but pulling estimates and multiples from FactSet. Three valuation metrics, multiple estimate years per name, tiered peer groups, and median reference lines that carry the takeaway. You build the page live from a blank slide — every click shown, nothing pre-baked — and finish with the exact file used in the recording.

What you'll learn

Delivery & licensing

Your files are delivered instantly after purchase in your account library — watermarked per buyer and served through short-lived secure links.

Licensed for personal use only. Redistribution, resale, reproduction, account sharing, and unauthorized commercial use are strictly prohibited. Files are tied to your account.

Frequently asked

What exactly do I get?

The finished, fully editable PowerPoint file (and the Excel back-up where the page notes one), plus the step-by-step walkthrough video when the page includes one. Everything you see in the preview is what you receive.

Can I edit the files?

Yes — they're native PowerPoint and Excel files, not PDFs or images. Every chart, table, and label is fully editable so you can adapt them to your own companies and pitches.

What software do I need?

Microsoft PowerPoint (and Excel for the model files). They work on both Windows and Mac.

How do I get access after I buy?

Instantly. You buy while signed in to your free account, and the page unlocks in your library right away — stream the video and download the files, and come back to re-download anytime.

Why are all sales final?

Because you get immediate access to the full digital files the moment you buy, purchases are non-refundable — standard for downloadable content. The free preview shows you exactly what's inside before you decide.

Can I use these for my own work?

They're licensed for your personal use — learning, practice, and building your own materials. Resale, sharing, and redistribution aren't permitted.

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