VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Large companies will have historical information to look back on.

Manufacturing

Nerd's Eye View

APRIL 18, 2024

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. However, firms with margins outside a traditional range might result in unrealistically high earnings multiples for the buyer.

Planning

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability. Many businesses are unprepared. Swift changes are forcing management to rethink operating models.

Benchmarking

PYMNTS

APRIL 1, 2019

Other participating investors included prior backers Benchmark, Spark Capital and Index Ventures, according to reports. The company now reportedly has a valuation of more than $500 million and has taken in $170 million in venture capital funding. investments.

Benchmarking

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. Transparency and tracking are also key to visualizing and communicating growth. Are we still in budget?

Financial Planning and Analysis (FP&A)

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

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? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Planning

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

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%. We do a lot of surveys.

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)

Barry Ritholtz

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. BERNSTEIN: Correct. RITHOLTZ: Right. RITHOLTZ: Right.

Quantitative Analysis

Barry Ritholtz

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Treasury

Barry Ritholtz

NOVEMBER 25, 2024

00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with.

Leverage