Sum of the Parts Valuation Calculator

Free Sum of the Parts Valuation Calculator values business segments at different multiples. Bridge segment enterprise values through net debt and minorities to consolidated equity value with holdco discount considerations.

corporateAdjustment

netDebt

minorityInterest

Results

{
  "segmentValues": [
    {
      "name": "Segment A",
      "ev": 600
    },
    {
      "name": "Segment B",
      "ev": 240
    }
  ],
  "totalEv": 830,
  "equityValue": 725,
  "valid": true
}

How It Works

Enter the inputs described in each field label for Sum of the Parts Valuation Calculator.

Sum of the parts values each segment separately then bridges to consolidated equity value. Use Trading Comps Valuation and Enterprise Value on portfolios.tools to cross check segment multiples.

Review segment enterprise values and consolidated equity value. Adjust segment multiples to test sensitivity. Apply holdco discount when listed subsidiaries trade below implied valuation.

Bookmark the page for quick reruns without installing software.

Step by step

Open Sum of the Parts Valuation Calculator and enter your current inputs.
Review calculated outputs and summary tables.
Adjust assumptions and compare scenarios side by side.

Worked example

Adjust one input at a time to see sensitivity.

Common mistakes

Confirm tickers, percentages, and dates before acting.

Running a single baseline scenario ignores tail risks.

The Formula

Segment EV = Segment Metric × Segment Multiple

Total EV = Σ Segment EV + Corporate Adjustments

Equity Value = Total EV − Net Debt − Minority Interest + Associates

Holdco discounts apply when listed subsidiaries trade below sum of parts. Corporate costs may need allocation.

Limitations and assumptions

Holdco discounts apply when listed subsidiaries trade below sum of parts. Corporate costs may need allocation. Sum of the Parts Valuation Calculator does not replace personalized advice.

Key terms

What does Sum of the Parts Valuation Calculator measure: Sum of the parts values each segment separately then bridges to consolidated equity value.
How is the formula applied: The formula block on this page shows every intermediate step so you can audit the math against textbook definitions.
Model assumption: Interpret results in context rather than as automatic buy, sell, or accept signals.

Compare alternatives

Use Trading Comps Valuation and Enterprise Value on portfolios.

FAQ

What does Sum of the Parts Valuation Calculator measure?

Sum of the parts values each segment separately then bridges to consolidated equity value. This calculator runs entirely in your browser on portfolios.tools.

How is the formula applied in Sum of the Parts Valuation Calculator?

Holdco discounts apply when listed subsidiaries trade below sum of parts. Corporate costs may need allocation.

How should I interpret Sum of the Parts Valuation Calculator results?

Sum of the parts values each segment separately then bridges to consolidated equity value.

What are common input mistakes with Sum of the Parts Valuation Calculator?

Stress test with conservative and optimistic inputs before acting. Document assumptions when sharing outputs with colleagues or lenders.

What are the limitations of Sum of the Parts Valuation Calculator?

Holdco discounts apply when listed subsidiaries trade below sum of parts. Corporate costs may need allocation.

Related Tools

Use Trading Comps Valuation and Enterprise Value on portfolios.tools to cross check segment multiples.

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