Probabilistic Valuation: Scenario Analysis, Decision Trees and Simulations
This chapter explores three probabilistic valuation techniques—scenario analysis, decision trees, and Monte Carlo simulations—that model discrete and continuous risk outcomes rather than collapsing risk into a single discount rate. Each method provides different advantages: scenario analysis for key outcome variations, decision trees for sequential risks, and simulations for comprehensive multi-variable uncertainty. The article emphasizes that expected values from these techniques are not inherently risk-adjusted and must be paired with appropriate discount rates to avoid double-counting risk.
Metrics in this report
1.36coefficient
3M based upon business portfolio composition
10%percent
Biotech pharmaceutical firm in FDA approval process (Illustration 3.2)
4%percent
historical average
S&P 500 implied premiums 1960-2007 (3M valuation example)
70%percent
Pharmaceutical drug development
30%percent
Pharmaceutical drug development
80%percent
Single disease indication (Type 1 or Type 2 diabetes only)
75%percent
Dual disease indication (Type 1 and Type 2 diabetes)
30%percent
3M historical baseline assumption
25%percent
median
3M manufacturing company assumed maintenance level
87.35dollars
average across 10,000 runs
Monte Carlo simulation of 3M valuation
16.15dollars per share
Range of valuation outcomes across 10,000 simulation runs