PYMNTS

JUNE 17, 2016

Get ready for some sinking bank profits. The Wall Street Journal reported on Thursday (June 16) that accounting rules are taking effect that would ensure that banks would have to report loans going south much earlier than had been done before, which may push reserves higher, eating into profits.

Profit and Loss 40

Profit and Loss Banking Accounting Standards Accounting 40

CFO News Room

FEBRUARY 4, 2022

suffered the largest-ever loss. companies as they reassess their valuations in anticipation of higher interest rates. Amazon relieved investors with a near doubling in profit in the holiday period and said it is raising the price of its Prime membership in the U.S. AMZN 13.54%. company—just a day after Facebook parent.

Marketing 130

Marketing Profit and Loss Advertising Valuation 130

CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. The FANGAM Valuations: February 2022.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

DECEMBER 4, 2020

New pet owners account for about $4 billion in fresh demand for food and accessories. The pet retail chain is also moving towards profitability after net losses the past two years. It has also narrowed its losses by 77 percent to $20.3 It could be looking for a $6 billion valuation. . Same-store sales surged 9.6

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. Who is a key person?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Musings on Markets

FEBRUARY 12, 2022

trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations.

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

PYMNTS

APRIL 8, 2019

Yet, once a company starts to churn a profit, business owners rarely consider their strategy of an eventual exit or sale. However, the two most critical pieces of information buyers need include a verification of revenue and a profit and loss (P&L) statement. Cloud Accounting, Data Sharing.

Profit and Loss 111

Profit and Loss Accounting Financial Data Valuation 111

VCFO

OCTOBER 10, 2023

The owner of this seasonally oriented service company builds up cash in peak periods to get through slower months and has ~$1M sitting stagnantly in a bank account as a result. This owner focuses on maximizing profit and minimizing tax liability with reporting and operations directed at those aims.

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

PYMNTS

NOVEMBER 18, 2019

Ridesharing company Gett, which operates under the name Juno in New York City, is shuttering its operations there and entering into a partnership with Lyft to take on its accounts, according to a report by TechCrunch. Gett is backed by Volkswagen and has a valuation of about $1.5 All Juno riders will be invited to join Lyft.”.

Profit and Loss 40

Profit and Loss Transportation Valuation Planning 40

PYMNTS

NOVEMBER 18, 2019

Ridesharing company Gett, which operates under the name Juno in New York City, is shuttering its operations there and entering into a partnership with Lyft to take on its accounts, according to a report by TechCrunch. Gett is backed by Volkswagen and has a valuation of about $1.5 All Juno riders will be invited to join Lyft.”.

Profit and Loss 40

Profit and Loss Transportation Valuation Planning 40

Musings on Markets

JUNE 23, 2023

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. Sustained Profitability, with Cycles! While revenue growth has picked up again in the last three years, the business has matured.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

CFO News Room

JANUARY 17, 2023

Russia was also a leading exporter of these commodities, with a disproportionately large share of its oil and gas production going to Europe; in 2021, Russian gas accounted to 45% of EU gas imports. I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500. The Market Reaction. YouTube Video.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Cube Software

MAY 11, 2023

Pro forma financial statements and GAAP It's important to note that, since pro forma statements are based on hypothetical or projected data, they are not compliant with generally accepted accounting principles—GAAP statements must be based on actual financial results. Pro forma statements are also used to secure financing.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Musings on Markets

NOVEMBER 1, 2023

As the price dropped below $200 today (October 30,2023), I decided that it was time for me to revisit and revalue the company, taking into account the news, financial and other, that has come out since my last valuation in January 2023, and to understand the dueling stories that are emerging about the company.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

JUNE 25, 2018

The 2018 Q1 saw a combined valuation of VC investments nearing $50 billion — the fourth quarter in a row where VC funding has surpassed $45 million, KPMG noted. Though a startup could secure millions in venture capital funding, it could still take years to turn a profit. “They have systems in place that have worked for decades.

Startups 52

Startups Banking Profit and Loss Healthcare 52

Musings on Markets

JANUARY 9, 2021

To illustrate, consider a practice in valuation, where analysts are trained to add a small cap premium to discount rates for smaller companies, on the intuition that they are riskier than larger companies. It is very likely that these rules of thumb were developed from data and observation, but at a different point in time.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Musings on Markets

MARCH 19, 2022

Russia was also a leading exporter of these commodities, with a disproportionately large share of its oil and gas production going to Europe; in 2021, Russian gas accounted to 45% of EU gas imports. A few weeks ago, I posted my valuation of the FANGAM stocks and noted that only one of them was under valued, at the prices prevailing then.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. Valuation Pricing Growth & Reinvestment Profitability Risk Multiple s 1. Profit Margins 1.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Musings on Markets

SEPTEMBER 19, 2023

In the first, I will look at the grocery business, both in terms of growth and profitability of grocery stores, since Instacart, as an intermediary in the business, will be affected by grocery business fundamentals. On the profitability front, the grocery business operates on slim margins, at every level.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. He can be reached at [email protected]. Further, SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

FEBRUARY 16, 2024

In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. He suggested Blue Lagoon, a well-regarded Icelandic Spa with a history of profitability, that was finding its existence under threat, as a result of volcanic activity in Southwest Iceland.

Investments 74

Investments Valuation Profit and Loss Marketing 74

Musings on Markets

FEBRUARY 10, 2021

If you faced no capital constraints, you would take all fifty, but assume that you have limited capital, and that you rank these projects from highest to lowest returns (IRR or accounting return). The logical thing to do is to work down the list, accepting projects with the highest returns first until you run out of capital.

Hurdle Rate 52

Hurdle Rate Currencies Investments Valuation 52

Musings on Markets

OCTOBER 4, 2021

In this post, I will look at the levers that drive Paytm's value, and you can make your judgments on where you think this offering will lead in terms of valuation and pricing. The last is the operating margin , it operating income (or loss) as a percent of operating income each year.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Musings on Markets

OCTOBER 19, 2021

The second is that interest groups have become much more savvy about lobbying regulatory groups and accounting rule writers to get their required data items on the required list. The second is the notion of materiality , a key component of how accountants and regulators think about what needs to be disclosed.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

The Charity CFO

FEBRUARY 2, 2022

In fact, as a nonprofit organization, the expectations for transparency and accountability are higher than those for for-profit businesses. It’s a tool for ensuring transparency, disclosure, and accountability to the public. Full accounting of income, expenses, and donors. Why do nonprofits need to file Form 990?

Nonprofit 98

Nonprofit Profit and Loss Auditing GAAP 98

Musings on Markets

JULY 17, 2023

The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022. trillion in the first half of 2023, accounting for almost 80% of the overall increase in equity values at all 6669 publicly traded US equities.

Marketing 95

Marketing Treasury Currencies Valuation 95

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022. .

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Musings on Markets

NOVEMBER 4, 2022

In the next post, I will use Facebook's most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

PYMNTS

MARCH 18, 2019

The company offers transportation through established taxi systems rather than the minicab model used by Uber and Lyft, and it expects to become profitable later this year. Gett successfully raised $130 million from companies that included Volkswagen, bringing its total amount raised to $700 million with a valuation of $1.4

Profit and Loss 46

Profit and Loss Valuation Transportation Sales 46

Jedox Finance

JULY 11, 2023

The evolving role of finance in ESG Do finance professionals have the inherent skill set needed to effectively transform ESG initiatives from aspiration to accountability? Conversely, late adoption and omissions will pose challenges such as a reduction in market share, blacklisting, and severe penalties.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

Barry Ritholtz

OCTOBER 17, 2023

And they go on longer and longer and obviously more profitable for the states that run the lottery. But it makes a big, big difference to your long-term outcomes if you can just avoid those big losses. Then the volatility and, and the valuation makes an enormous difference. That’s the $2 that the lottery is worth for me.

Investments 52

Investments Valuation Math Numbers 52

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130