THE BARATELLI INSTITUTE · Mentoring at Scale
SBC VALUATION SUITE · FOR MARKET-CONDITION AWARDS

Monte Carlo valuer for TSR-based performance stock units

For performance equity tied to outperforming an index — the most common form: relative TSR PSUs vs the S&P 500. ASC 718 requires market conditions to be priced via simulation, with the fair value fixed at grant date and recognized over the service period regardless of whether the market condition is achieved. We run 1,000-10,000 simulated geometric Brownian motion price paths, compute the vesting payout at each path's endpoint vs the index, and produce the per-PSU fair value.

GBM paths
10K simulations
Per-PSU FV
Grant-date number
Tier probability
Threshold / Target / Max
Histogram
Distribution shown
STAGE 1 OF 4

Company stock and performance period

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Stock price on grant date.
Typical relative-TSR PSU runs 3 years.
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STAGE 2 OF 4

Peer group / index assumptions

We model the index as a single geometric Brownian motion correlated with the company. Reasonable defaults: S&P 500 (σ ≈ 18%, correlation 0.6); Russell 3000 (σ ≈ 20%, correlation 0.65).

Or pick custom and override below.
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Typical large-cap S&P 500 constituent: 0.55-0.75. Mid-cap vs Russell 3000: 0.55-0.70.
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STAGE 3 OF 4

Vesting payout schedule

Typical TSR PSU: 50% payout at threshold (~25th percentile vs peers), 100% at target (~50th), 200% at max (~75th). Linear interpolation between tiers. Below threshold = 0 payout.

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For single-index TSR comparison, we map percentile to relative-TSR threshold: e.g., 25th percentile ≈ relative TSR of −10%.
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10,000 is the SEC-comfortable default. Lower for speed.
STAGE 4 OF 4

Run simulation — per-PSU fair value

WANT THE METHODOLOGY BEHIND THIS TOOL?
Read more in the CFO Guide.
The tool gives you the answer. The guide gives you the argument — the case law, the worked examples, the negotiation playbook, the cross-check tables, the exception cases.
The methodology behind this calculator is in Ch 19 Stock-Based Compensation of the reference guide.
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