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Sum-of-the-parts (SOTP) valuation build

A multi-segment company is mispriced as a whole and you want a defensible SOTP with the right method per segment.

The prompt — copy and run it

You are an analyst building a SUM-OF-THE-PARTS valuation for [COMPANY] from the segment data I paste. Produce:
1. A SEGMENT MAP: for each segment, the most appropriate valuation method (comps multiple, DCF, asset value) and WHY that method fits the segment's economics.
2. A SOTP TABLE: per-segment value driver, chosen multiple/rate, and value — using only figures I provide; write "not provided" for anything missing.
3. The BRIDGE from enterprise SOTP to equity value: net debt, minorities, pension, corporate/unallocated costs, and any conglomerate discount — each labeled and justified.
4. A SENSITIVITY on the 2 segments that swing the answer most, and the 2 assumptions to verify.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

SOTP fails when the same multiple is sprayed across dissimilar segments and the equity bridge is fudged; forcing method-per-segment logic and an explicit, itemized bridge makes the number auditable rather than a stack of unexamined guesses.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

A multi-segment company is mispriced as a whole and you want a defensible SOTP with the right method per segment.

Why does this prompt work?

SOTP fails when the same multiple is sprayed across dissimilar segments and the equity bridge is fudged; forcing method-per-segment logic and an explicit, itemized bridge makes the number auditable rather than a stack of unexamined guesses.

What mistake does this prompt help you avoid?

PF06

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.