Accounting Hurdle Rate Technology 
Musings on Markets
JANUARY 10, 2025
Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.
Musings on Markets
FEBRUARY 12, 2025
In this post, I will focus on how companies around the world, and in different sectors, performed on their end game of delivering profits, by first focusing on profitability differences across businesses, then converting profitability into returns, and comparing these returns to the hurdle rates that I talked about in my last data update post.
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Musings on Markets
JANUARY 31, 2024
In my last three posts, I looked at the macro (equity risk premiums, default spreads, risk free rates) and micro (company risk measures) that feed into the expected returns we demand on investments, and argued that these expected returns become hurdle rates for businesses, in the form of costs of equity and capital.
CFO News Room
JANUARY 18, 2023
The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm.
Global Finance
FEBRUARY 4, 2025
Supply chain finance boosts resilience, liquidity, and ESG goals amid deglobalization and technological shifts. It requires accurate data, robust technology, and thorough risk assessment, crucial to ensuring the creditworthiness of suppliers at all levels. Santanders 50 million Brazilian real ($8.3
Musings on Markets
FEBRUARY 27, 2022
Measuring Profitability The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm.
CFO News Room
JANUARY 7, 2023
Thus, market capitalization, interest rates and risk premiums, the data is as of that date. For accounting flow items , in income statements and statements of cash flows, such as revenues, earnings and expenses, I used the data in the most recent twelve months of reporting ; for most firms, that data is from October 2021 to September 2022.
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