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For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts

CFA Institute

Peer benchmarking is a vexing task for financial analysts but one that is critical for forecasting earnings. This straightforward measure can help find peers for relative performance, compensation, and valuation benchmarking.

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Forecasting Future Fraud: Q&A With Joanne Horton Of Warwick Business School

Global Finance

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. So, they change inventory methodology, or they change their assumptions on revenue recognition, and they make it such that they beat these forecasts.

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Data Update 2 for 2025: The Party Continued (for US Equities)

Musings on Markets

I will follow up by trying to judge where markets stand at the start of 2025, starting with PE ratios, moving on to earnings yields and ending with a valuation of the index. My advice is that you download the valuation spreadsheet , change the inputs to reflect your views of the world, and value the index yourself.

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We Are Now Acclarity

CFO Strategic Partners

Michele Himes is a CPA with more than 25 years of experience in audit and accounting, Michele has consulted with organizations on best practices related to internal controls, benchmarking, budgeting, forecasting, and process improvement. Susan Crisci has more than 25 years of experience in finance and operations.

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Why Financial Literacy Matters for Every Business Leader

CFO Strategic Partners

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. 4) Plan for Growth – Accurate, well-supported financial forecasts support every department of your company as you plan for growth.

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Q&A: Your Money Map

Barry Ritholtz

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. What are some examples of bad numbers?

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

You know, ever since the financial crisis, some of the new regulations and bank regulations directly led to the rise of private equity, private credit, you know, some of the forecasts are over the next decade. This blows up to a $13 trillion asset class. 00:36:37 [Speaker Changed] I think we’re in the third inning now. Correct.