$DT DCF (Dynatrace)
Added 2021-01-15 09:46:46 +0000 UTClet me know if you have suggestions on how to improve it.
Comments
Dude, that is slick.
Matthew
2021-02-02 04:37:38 +0000 UTCHI Tom, How do I get a copy of that gsheet?
Elie Bellama
2021-01-20 20:35:25 +0000 UTCperhaps a small graph to illustrate what you've found? don't get me wrong it's clear what you've done!. just e.g. earnings going UP/DOWN, Debt going UP/DOWN, current price/updside. some people like pretty pictures. hehe.
Ian Parkinson
2021-01-15 21:09:23 +0000 UTCThanks alot ,am !!
Tim Reimann
2021-01-15 12:05:39 +0000 UTCYou are a legend I’ll reach out in private
Generico Fakero
2021-01-15 11:28:24 +0000 UTCWill do
Generico Fakero
2021-01-15 11:28:00 +0000 UTCTom, I have a few suggestions and some questions as well. For example, Cell D7 should be =D3-D4*D5, and the same idea for the next column cells, so if you change the tax rate it will change the rest values automatically. Another matter that confuses me is the 9th row . The CAPEX has a negative value, and in row 10 you are subtracting the negative value (so essentially you are adding it). My question is why dont you have the CAPEX as positive and then sum the 7:9 rows. There are also a lot of manually entered values on the years after 2022 that I do not know where they came from, maybe they can be autocalculated? I do not know much about accounting, but if you tell me the process I can put it in excel. Also I sent you a message about the "Tom's Prices" excel, I have improved it a lot, please let me know if you like it. This is the link with the 2 extra companies you analyzed. https://docs.google.com/spreadsheets/d/1jjeBYMG2kT-iOZ7jt6aqk8u2TjXb10oHywfP9VFqOac/edit?usp=sharing I locked it because I shared it here, but if you like it I will send you the unlocked version so you can share it or pin point it to the top maybe? I added a nice "one cell" graph, and I automated most inputs.
Manolis Karamousadakis
2021-01-15 11:08:36 +0000 UTCHi Tom, any chance you can do a video where you walk us through how to plug in figures / where to find these so the rest of the mad men can go about valuating companies for discussion? I know this has been asked by other members before but I think it 's not a bad idea.
Char Striker
2021-01-15 10:04:21 +0000 UTCThanks a lot
Wong Ivan
2021-01-15 09:48:04 +0000 UTC
