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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.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Fill in your inputs. Replace each bracketed placeholder with your specifics: [COMPANY]
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

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.