And I'll likely never do enough with the numbers to get that nit-picky with it - not going to argue the values. More about the fact that the Giants are likely to value Fried and Allard higher than anyone else, and we just don't have much need for either at this point. Possibly enough so that they'd move Bumgarner now instead of waiting until the deadline like they probably should. Maybe he bounces back better than he's projected to and you get a steal, maybe not - but if you want him at the deadline you don't even get that compensation pick to help justify what you give up for him. Do the numbers and values line up? Of course not - I get that it's an overpay - and am sure you're right about the valuations - it's just that I don't think they're nearly as important when you're talking about the 10th-12th rotation options you currently have. AA just happens to be in a position to overpay right now, and it'd be much better to overpay with the guys much further down the list IMO.
Just don't think keeping ALL these arms is very smart - keep the 4-6 you're most sold on, and move the others since they're so susceptible to injury, even if it's for a chance to get arms to replace them in a few years when you'll need them. The compensation pick for Bumgarner may well be in the 50s - that doesn't mean you can't take an arm with your higher pick and a position player with the compensation pick (or even an "extra" arm).