medium · Private Equity & LBOs

In a 'Sum-of-the-Parts' (SOTP) valuation, you value Segment A at 10.0× EBITDA and Segment B at 6.0× EBITDA.

Why wouldn't you simply use a blended average of 8.0× for the whole company?

  1. The two segments might have the same growth rates, making separate multiples redundant.
  2. Tax rates are applied differently to each segment in a consolidated return.
  3. SOTP is only used for companies that are planning an immediate liquidation of all assets.
  4. The weighting of EBITDA between the two segments may be unequal, making a simple average mathematically incorrect.

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