What Is Solstice Travel Worth? A Comparables Analysis

Finance
easy40 min0 submissions
Flipkart
Scenario

Solstice Travel (online travel, Southeast Asia) is preparing for a sale process. You have been asked to establish a valuation range using trading comparables.

The company. Revenue of $360 M, EBITDA margin of 25% (EBITDA of $90 M), revenue growth of 23%, and net debt of $194 M.

Trading comparables.

PeerEV/EBITDARevenue growthEBITDA margin
Peer A — same sector, 3× larger11.4×11%27%
Peer B — adjacent sector, high growth12.9×31%11%
Peer C — same sector, declining6.2×-2%14%

The banker running the process has proposed simply averaging the three multiples.

Supporting data

target

ebitda m
90
revenue m
360
net debt m
194
ebitda margin pct
25
revenue growth pct
23

comparables

peerev ebitdagrowth pctmargin pct
A11.41127
B12.93111
C6.2-214
Your task

Produce a valuation range. Provide:

  1. Analysis — which comparables you would use and why, and the resulting enterprise and equity values.
  2. Risks — where this methodology could mislead.
  3. Recommendation — your valuation range and the number you would take to the seller.

Critique the banker's proposed approach.

Ready to move forward? Up next: Ferro Industries: Two Projects, One BudgetNext question
How you'll be graded

100 points, 60% to pass.

  • adjustments20
  • peer selection25
  • recommendation30
  • multiple analysis25
Hint
Reveal suggested structure
  1. Screen the peers on growth, margin and risk — not sector label alone.
  2. Apply the defensible multiple range to EBITDA to get enterprise value.
  3. Bridge to equity value: EV − net debt.
  4. Adjust for size, growth differential and marketability.
  5. Cross-check with EV/Revenue.
  6. Present a range, and say where in it you would settle.