CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. They will also consider EBITDA to determine valuation and assess the financial health of your company.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MAY 1, 2025

This is more than overconfidence, the DKE is how poorly we are at metacognition assessing our own abilities at a specific task Look at the history of performance and the small number of professional investors who outperform their benchmarks over 1, 5, 10, and 20 years. So the follow up was: 7 Increasing Probabilities of Error.

Investments

Barry Ritholtz

APRIL 29, 2025

And, and I saw that the, what were in those days, the big eight accounting firms were coming up to hire and they had this program where they would hire liberal arts graduates, have them work, and as part of the arrangement would pay for you to go to grad school. So it was a combined program through Arthur Anderson to go to NYU.

Concentration

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

Investments

Barry Ritholtz

MAY 6, 2025

So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account. And as I was having other people manage basically my trading account, I realized I had to scale my risk profile that I developed on the floor over multiple risk takers. Correct.

Profit and Loss

CFO Strategic Partners

MAY 29, 2025

Organizations that invest in digital finance platforms gain real-time visibility and responsiveness—positioning themselves to pivot quickly and perform more effectively.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

MAY 20, 2025

I’m assuming you’re running other stuff as a either separately managed accounts or a separate what have you. We can go deeper on small, you go 00:21:27 [Speaker Changed] Micro cap and 00:21:28 [Speaker Changed] Deeper to a degree, our benchmark is still the Russell 2000 value index. So we don’t duplicate that.

Mergers and Acquisitions (M&A)

PYMNTS

NOVEMBER 21, 2016

based small business accounting firm, has listed on the nation’s AIM stock exchange, the LSE ‘s market for smaller firms. FreeAgent broke ground with the listing but, according to reports, missed the mark on valuation. million), slightly lower than its calculated valuation at the time of the Seedrs funding.

Startups

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. A good place to start is benchmarking yourself against your competition. One should also be proactive about how to explain or account for anomalies that without context may be cause for concern.

Valuation

CFO Network

SEPTEMBER 2, 2021

But did you know that business valuation can give you more insight into your business than just the economic value? Keep reading to learn more about why business valuation is such an important process for every business. Business valuation is the best way to get proof of how well your business is doing year to year.

Valuation

CFO Share

OCTOBER 6, 2023

Business valuation captures more than just your present position—it’s a mirror to your past efforts and a window to future possibilities. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business. What factors influence business valuation?

Valuation

Barry Ritholtz

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” The index even outperformed it’s S&P500 benchmark all 5 years running.

Benchmarking

Global Finance

OCTOBER 9, 2024

BNY boasts that commercial payments from overseas to businesses and individuals with Australian bank accounts “will now be available to the final beneficiary in under a minute, 24 hours a day, seven days a week.” Investment scams were particularly damaging, accounting for nearly half of these losses.

Mergers and Acquisitions (M&A)

PYMNTS

APRIL 19, 2019

Aimed at consolidating spend across accounts payable, employee expenses and other processes, Airbase offers companies a way to manage and control the money that flows out of a business. In total, the company secured $36 million in the round, led by a range of backers, including Sozo Ventures, Accel and Benchmark. Negotiatus.

B2B

Spreadym

JULY 14, 2023

Valuation models: Valuation models are used to determine the intrinsic value of a business, asset, or investment. They use various valuation techniques such as discounted cash flow (DCF), comparable company analysis, or asset-based approaches to estimate the worth of an entity.

Financial Modeling

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding.

Valuation

Jedox Finance

APRIL 12, 2023

When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors. A plan that can account for potential delays in hiring is key to ensuring budget consistency and accuracy.

Financial Planning and Analysis (FP&A)

PYMNTS

FEBRUARY 7, 2020

Of Goldman’s $7 billion in consumer loans and card balances in 2019, card lending accounted for “a significant portion.”. In Amazon’s case, the value of logistics is about $1 trillion, which is the valuation the company reached again this week, after the firm’s results and investments managed to impress investors.

eCommerce

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And last market question, so we’ve seen equity valuations come down. We’re not talking junk bonds here.

Profit and Loss

Barry Ritholtz

SEPTEMBER 3, 2024

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investments

PYMNTS

JUNE 30, 2016

Though there’s been rumors of a mass migration of the country’s top tech talent and some businesses eagerly looking elsewhere to relocate, Ralph Dangelmaier, CEO of BlueSnap , joined Karen Webster to provide his firsthand account of what’s really happening across the pond. There’s a lot of confusion, a lot of shock.”. is yet to be seen.

Currencies

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade.

Valuation

Barry Ritholtz

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation.

Investments

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? DAVIS: Yes, exactly.

Investments

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. It goes so far.

Concentration

CFO News Room

DECEMBER 17, 2022

To help determine an appropriate fee, advisors can then look to various benchmarking studies , which can provide industry-wide fee data , as well as information on specific fee structures and geographic areas that can help a firm owner tailor their fee.

Planning

Barry Ritholtz

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Investments

Barry Ritholtz

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments

CFO News Room

FEBRUARY 2, 2022

CONROD: And we were introduced to a group that spun out of British Aerospace, and they had buying commercial aircraft on their own account and engines that power them. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark.

Investments

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So, you know, our sister company in South Africa, Africa have done 8% above the benchmark. Then the volatility and, and the valuation makes an enormous difference.

Investments

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. Now the, the V on the LTV loan to value the value oftentimes is a disparity because when you ask a tech person, what’s this company worth, generally it’s, it’s very, very high numbers, which we don’t always support from our valuation. They were down 3.8%. That would be helpful.

Numbers

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper.

Mergers and Acquisitions (M&A)

Global Finance

MARCH 3, 2025

According to CBIs preliminary numbers, green bonds dominated in 2024, accounting for approximately 61% of the $1.1 Of course, in 2021 and 2022, the levels of sustainable-finance issuance were very high, and outliers in the initial rush to do green issuance.

Finance

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Absolutely.

Finance

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss