Barry Ritholtz

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments. How useful is management guidance?

Investments 75

Investments Math Benchmarking Numbers 75

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 52

Valuation Financial Analysis Startups Benchmarking 52

E78 Partners

JUNE 12, 2025

In today’s market, private equity firms recognize that acquisition alone no longer drives sufficient growth. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. In 2025, top-performing firms go beyond sourcing deals.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

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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 77

Startups Accounting Valuation Benchmarking 77

CFO Talks

JANUARY 30, 2025

Whether its breaking into new markets, attaining cash flow positivity, or preparing for an exit strategy, the vision must be clear and measurable. His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs.

Communication 52

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CFO News

NOVEMBER 2, 2024

The duality in the behavior of FPIs is explained by Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, stating that the primary market issues are mostly at fair valuations whereas the benchmark indices are trading at elevated valuations.

Benchmarking 45

Benchmarking Valuation Marketing Investments 45

Barry Ritholtz

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. Can this one-two punch explain why it is so easy to get so much wrong in the capital markets so often ? equity market since 1945 has shifted dramatically to different investment vehicles.

Benchmarking 130

Benchmarking Valuation Investments Marketing 130

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Invest – Beyond your savings, you’ll also want to invest in key areas like talent, technology, and marketing so that you can scale.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Global Finance

APRIL 5, 2025

The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 The listed bond market is one place where RMB dominates, having arranged $1.9 IPOs, however, are enjoying a surge.

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Mergers and Acquisitions (M&A) Investments Banking Finance 52

VCFO

MAY 17, 2024

How can you be sure the decisions you are making are taking valuation in the right direction? v360 is built on the operational experience that the vcfo finance, HR, and capital market executives have amassed in working with more than 5,000 companies over the last 28 years.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Valuation 86

Valuation Benchmarking Communication Leverage 86

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO News

JUNE 27, 2024

Government bond yields have declined in the current quarter due to foreign inflows ahead of inclusion of domestic debt in JPMorgan's emerging market index. Yields on the 10-year benchmark government bond were at 6.99% on Thursday, down from 7.05% at the end of the March quarter.

Valuation 40

Valuation Benchmarking Banking Marketing 40

PYMNTS

AUGUST 15, 2017

Uber currently boasts a market value of $70 billion. The Recode news report noted the deal between would include the purchase of existing shares at a lower valuation. As part of the ownership stake deal, investors would also purchase some Uber shares at the current higher valuation so it can maintain its market value.

Benchmarking 40

Benchmarking Valuation Investments Marketing 40

CFO News

MARCH 30, 2025

The combined market valuation of eight of the top-10 most-valued firms climbed Rs 88,085.89 Last week, the BSE benchmark gauge climbed 509.41 crore last week, with HDFC Bank leading the pack of gainers, in line with an optimistic trend in equities. points, or 0.66 per cent.

Benchmarking 40

Benchmarking Valuation Banking Marketing 40

Barry Ritholtz

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

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Concentration Investments Benchmarking CFO 52

Global Finance

OCTOBER 9, 2024

Additionally, many incumbent firms are restructuring by spinning off their payments divisions into standalone entities to capture higher valuations. Banking clients are looking for a one-stop shop, or a one-stop solution across a wide section of markets to serve the end-to-end need.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Startups Treasury Banking 100

PYMNTS

APRIL 24, 2018

With tech IPOs on the rise, Benchmark partner Bill Gurley has declared that “it’s cool to go public again.”. Personal shopping site Stitch Fix went public in November, while Benchmark-backed cloud companies Dropbox and Zuora each started trading within the last month.

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Benchmarking Valuation Investments Finance 43

Nerd's Eye View

APRIL 18, 2024

However, while that may be worth a modest discount (say, 5% or so), offering 20%–30% below fair-market value may be unrealistic. 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.

Planning 52

Planning Valuation Benchmarking Sales 52

PYMNTS

AUGUST 30, 2017

Expedia is smaller than the privately-held Uber, with a market capitalization of approximately $23 billion compared with Uber’s private valuation of nearly $70 billion. The search for a new CEO of the embattled ride-hailing company comes at a time when Uber is also fighting with one of its shareholders, Benchmark Capital.

Benchmarking 40

Benchmarking Valuation Leadership Technology 40

PYMNTS

DECEMBER 7, 2018

Cross River, which did not disclose its valuation, said it will use the funding to invest in its compliance infrastructure and expand staff levels as it continues to collaborate with FinTech startups, allowing them to gain access to Cross River’s client base without needing to secure their own banking license. Wise Systems.

B2B 70

B2B Startups Benchmarking Manufacturing 70

PYMNTS

MARCH 27, 2017

The company has become a force in the eCommerce market, going after competitors with gusto. It recently expanded into the menswear market so that it could take on existing sites Trunk Club and Bombfell, as well as launched Stitch Fix Plus, which will serve women sizes 14 and up. Customers only pay for what they keep.

Benchmarking 43

Benchmarking Valuation Startups eCommerce 43

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company plans to use the investment to collaborate with MUFG and Sozo, and promote growth. Negotiatus.

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B2B Investments Accounts Payable Benchmarking 69

PYMNTS

AUGUST 28, 2017

Khosrowshahi has lead Expedia since 2005 — though Expedia is smaller than the privately held Uber, with a market capitalization of around $23 billion, compared with Uber’s private valuation of nearly $70 billion.

Benchmarking 40

Benchmarking Valuation Leadership Technology 40

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 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

PYMNTS

APRIL 2, 2018

The bank offers corporate banking, retail banking, treasury management, capital markets, credit cards and wealth management services in a range of consumer and corporate offerings. Spotify is readying to float in a matter of days, with reports in Reuters estimating the company’s valuation at about $19 billion. The bank is 91.7

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Scenario modeling can pinpoint potential opportunities so management can start planning today and understand drivers for change – both in their own and parallel markets. Many businesses are unprepared. In contrast, an opportunity exists.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

Barry Ritholtz

AUGUST 16, 2022

It was an era where, you know, first of all, the markets were really inefficient, right? TROPIN: So it was very fertile to do what we do because markets moved a lot. Commodity markets were moving a lot. It’s much better to be involved in trend following when markets are moving. That’s the equity markets.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Marketing 122

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 40

Benchmarking Valuation Communication Retail 40

PYMNTS

APRIL 26, 2019

Alphabet and Saudi Arabia aren’t planning on selling any stock, but venture capital firm Benchmark – the company’s biggest seller – is offering 5.7 Uber wants to offer 180 million shares in an effort to raise about $9 billion, which would give the company a market value in the neighborhood of $84 billion.

Benchmarking 59

Benchmarking Planning Marketing Valuation 59

Barry Ritholtz

MARCH 20, 2024

Jim O’Shaugnessy : Quantitative investing is using empirical evidence that you gather over looking at how various factors, like things like price to earnings ratio or earnings growth rate, and testing them over as many market cycles as you can. market volatility. Explain why P/E isn’t the best way to measure valuation.

Investments 64

Investments Benchmarking Valuation Math 64

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. But how much are they really worth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. The second is that the government be perceived as default-free.

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Investments Currencies Treasury Hurdle Rate 98

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

SEPTEMBER 30, 2019

I’m pro-algorithm,” said Bill Gurley, a general partner at venture capital titan Benchmark. . A direct listing would let computers shift the stocks to the public markets. Gurley said IPOs have been miscalculating the value of companies for decades. Also in attendance was New York Stock Exchange President Stacey Cunningham. .

Benchmarking 43

Benchmarking Startups Banking Securities 43

PYMNTS

OCTOBER 4, 2019

The fact that WeWork has failed to go public may mark a line in the sand, where public markets will not throw money to companies that are looking for capital and have valuations in the tens of billions of dollars. But not even getting out of the gate speaks to something larger. For WeWork , of course, the filing Monday (Sept.

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Benchmarking Valuation Securities Marketing 40