VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 86

Valuation Auditing Concentration CFO 86

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

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. In closing, I also want to dispense with the notion that data is objective and that numbers-focused people have no bias.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Barry Ritholtz

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

Investments 113

Investments Valuation Construction Concentration 113

Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies. So, how far has accounting come in bringing intangible assets on to balance sheets?

Valuation 104

Valuation Profit and Loss Accounting Investments 104

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. As Paytm's product suite has expanded, its numbers reflect both its strengths and weaknesses, with four key statistics tracking its expansion.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

CFO News Room

NOVEMBER 8, 2022

So, last year, valuations were high, interest rates were low. And I said, “Look, you’ve got to look at where we are with valuations, and you have to look at where the 10-year Treasury is at. And so, that can move the numbers, as well. And so, that can move the numbers, as well. Is it at 1.5%? Cean: Yep, yep.

Restructuring 130

Restructuring Planning Accounting Marketing 130