Creative CFP

MARCH 5, 2021

The purpose of a Business Valuation While most can only dream of selling their business for that amount of money, it is important to know how one goes about valuing a business, no matter what the size. A valuation may be required for periodic reporting (i.e.

Valuation 52

Valuation Forecasting CFO Construction 52

Musings on Markets

APRIL 21, 2022

My forecasted revenues for 2023 of $11.2 billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 99

Valuation Advertising Numbers Education 99

Musings on Markets

JUNE 23, 2023

and with my own students asking ChatGPT questions about valuation that they would have asked me directly, the potential for AI to upend life and work is visible, though it is difficult to separate hype from reality. NVIDIA: The Opportunist! In my story, I will draw on both impulses, and try to thread the needle on the company.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

PYMNTS

JANUARY 27, 2020

forecasts that its initial public offering (IPO) valuation will be far under the approximate $1 billion it had for its most recent funding. The IPO would provide the company with a valuation of $768 million and would bring in $182.4 eCommerce mattress merchant Casper Sleep Inc. Casper , for its part, was valued at $1.1

Valuation 56

Valuation Profit and Loss eCommerce Forecasting 56

PYMNTS

APRIL 3, 2020

Short-term rental site Airbnb has lowered its internal valuation to $26 billion, a 16 percent drop, as business continue to be hammered by lockdowns, Reuters reported , citing sources familiar with the matter. At its most recent funding round of $1 billion in September 2017, Airbnb had a valuation of $31 billion, the source said.

Valuation 56

Valuation Forecasting Startups Marketing 56

CFO News Room

DECEMBER 18, 2022

in the premarket after forecasting a slowdown in orders for new homes, stemming from higher mortgage rates. The home builder also reported lower-than-expected earnings for its latest quarter, although revenue was slightly above analyst forecasts. Discovery lost 1.2% in the premarket. Lennar (LEN) – Lennar slid 2.6% in the premarket.

Forecasting 130

Forecasting Valuation Marketing Planning 130

Musings on Markets

JANUARY 17, 2024

As we move into 2024, it looks like expectations have been reset, with most forecasters now expecting the economy to glide in for a soft landing and interest rates to decline, and while that may seem like good news, it will represent a challenge for equity market investors.

Valuation 77

Valuation Treasury Forecasting Marketing 77

Nerd's Eye View

APRIL 3, 2024

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 77

Economics Marketing Valuation Profit and Loss 77

PYMNTS

JANUARY 21, 2020

And during the kickoff to a confab that is home to big ideas, big names and perhaps no shortage of controversy, seismic changes in industry and Big Tech got some time in the spotlight — and so did valuations and IPOs.

Valuation 52

Valuation Manufacturing Economics Forecasting 52

CFO News Room

NOVEMBER 13, 2022

Bumble – Shares of the company known for its dating platforms added 10% even after Bumble issued a weak current quarter revenue forecast and missed expectations. Fair Isaac also issued guidance that beat a StreetAccount forecast. after it beat expectations for the quarter and raised its full-year forecast.

Profit and Loss 130

Profit and Loss Pharmaceutical Forecasting Valuation 130

PYMNTS

SEPTEMBER 20, 2019

You’d be forgiven for thinking that the WeWork IPO – rather, the shelving of that IPO , at least for now – heralds the end of rich valuations for firms viewed as entrenched in the early stages of disruption. Freight fraught with macro headwinds: Competition is tough in logistics and the last mile.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49

CFO News Room

NOVEMBER 16, 2022

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130

Marketing Valuation Advertising Numbers 130

Barry Ritholtz

AUGUST 10, 2023

Vox ) • Why Do Forecasters Disagree about Their Monetary Policy Expectations? While forecasters generally disagree about the expected path of monetary policy, the level of disagreement as measured in the New York Fed’s Survey of Primary Dealers (SPD) has increased substantially since 2022.

Forecasting 98

Forecasting Valuation Investments Economics 98

CFO News Room

DECEMBER 3, 2022

” RBC praises the delivery service’s execution and management but says it is uncomfortable with the current valuation given the potential for order deceleration. DoorDash (DASH) – DoorDash shares fell 2.8% in premarket trading after RBC Capital Markets downgraded the stock to “sector perform” from “outperform.”

Technology 130

Technology Construction Valuation Forecasting 130

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

Barry Ritholtz

AUGUST 1, 2023

Forecasting Folly : Did you get sucked into the endless predictions of doom and gloom ? Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Never forget: Forecasts are marketing. Were you convinced by the people who saw the Recession coming ?

Forecasting 98

Forecasting Concentration Valuation Economics 98

Future CFO

FEBRUARY 7, 2024

Additionally, the integration of artificial intelligence (AI) and machine learning is becoming more prominent in finance and technology, transforming tasks such as forecasting, trend analysis, payment monitoring, and fraud detection.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

CFO News Room

JANUARY 8, 2023

I will use this section to clarify what free cash flows are trying to measure, how they get used in investing and valuation, and the measurement questions that can cause measurement divergences. What is Free cash flow (FCF)? I believe that any measurement of free cash flow has to begin with a definition of to whom those cash flows accrue.

Valuation 130

Valuation Profit and Loss Forecasting Investments 130

CFO News Room

NOVEMBER 22, 2022

Abercrombie & Fitch – Shares of the retail stock jumped 19% after the apparel retailer beat Wall Street’s revenue forecasts for the third quarter and posted unexpected quarterly profit. Dick’s raised its full-year financial forecast as well. Check out the companies making headlines in midday trading.

Profit and Loss 130

Profit and Loss Forecasting Entertainment Valuation 130

PYMNTS

DECEMBER 10, 2020

Airbnb 's record-breaking initial public offering (IPO) pricing topped expectations, with a share price of $68 on a $47 billion valuation, the Wall Street Journal (WSJ) reported on Thursday (Dec. The original target range set earlier this week was $56 to $60 a share. 10) under the ticker “ABNB.”

Forecasting 62

Forecasting Valuation Startups eCommerce 62

Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. Valuation models: Valuation models are used to determine the intrinsic value of a business, asset, or investment.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 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 114

Investments Valuation Construction Concentration 114

Centage

SEPTEMBER 5, 2023

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment. A low valuation customer who typically later purchases high margin items is a good investment. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 91

Economics Marketing Forecasting Valuation 91

VCFO

MARCH 17, 2023

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. Conversely, overstating inventory valuation will lead an organization to think it has too much inventory on hand.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Future CFO

NOVEMBER 21, 2023

Despite recent data signalling continued disinflation in major developed economies, the continued resilience of the US consumer could yet lead to an ‘even-higher-for-even-longer’ interest rate scenario should demand data be stronger than expected and exceed central bank forecasts, the credit rating agency noted.

Credit Risk 52

Credit Risk Valuation Forecasting Financial Systems 52

PYMNTS

FEBRUARY 19, 2018

This week’s B2B Data Digest pulls some of the highlights from that eBook and serves up the numbers behind the forecasts. — $20 trillion: the expected valuation of the B2B payments market. trillion: the current valuation of the U.S.

Forecasting 40

Forecasting Numbers B2C B2B 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

NOVEMBER 15, 2022

Narrative and Value As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Valuation 90

Valuation Advertising Numbers Investments 90

Musings on Markets

OCTOBER 25, 2022

I will use this section to clarify what free cash flows are trying to measure, how they get used in investing and valuation, and the measurement questions that can cause measurement divergences. What is Free cash flow (FCF)? I believe that any measurement of free cash flow has to begin with a definition of to whom those cash flows accrue.

Valuation 92

Valuation Profit and Loss Forecasting Investments 92

CFO News Room

JANUARY 23, 2023

In this post, I will begin with a historical assessment of stock returns in the recent past, then move on to evaluate the returns that investors can expect to make, given how they are priced at the start of 2022, and end with a do-it-yourself valuation of the index right now. from its level at the start of the year.

Valuation 130

Valuation Treasury Investments Marketing 130

Future CFO

JANUARY 2, 2024

According to Deloitte China's Capital Market Services Group (CMSG)’s review of the performance of Chinese mainland and Hong Kong initial public offering (IPO) markets in 2023 and forecasts for 2024, there are several major observations and predictions as follows. The Hong Kong market recorded just three large listings.

Valuation 52

Valuation Forecasting Numbers Marketing 52

CFO Share

JANUARY 31, 2024

Forecasting has become too complex or too stressful. In that case, a fractional CFO will focus on strategy and forecasting, lowering your costs. Why would I hire fractional CFO services? There are many reasons a small business would benefit from professional financial strategy. What fractional CFO services do small businesses need?

CFO 52

CFO Forecasting Budgeting Construction 52

PYMNTS

NOVEMBER 30, 2020

As has been long forecast, not to mention strenuously requested by the CDC, the 2020 shopping season is shaping up to be a rather digital affair, with customers eschewing stores in favor of digitally enabled shopping paths. forecast to bring in $12.7 Cyber Monday Looks to Be the Biggest Digital Shopping Day to Date .

Forecasting 60

Forecasting Valuation Manufacturing Retail 60

Centage

APRIL 4, 2023

Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 98

Future CFO

JULY 5, 2023

According to CMSG’s 1H 2023 analysis and forecasts for the performance of Chinese Mainland and Hong Kong IPO market, the Shanghai Stock Exchange and Shenzhen Stock Exchange will have been the world's largest and 2nd largest listing destinations by funds raised in 1H 2023. Shanghai Stock Exchange is forecast to have had 62 IPOs raising RMB114.4

Marketing 52

Marketing Forecasting Economics Healthcare 52

PYMNTS

FEBRUARY 12, 2019

According to unnamed sources cited by the outlet, the company is looking for a valuation over $4 billion. But in 2017, the company took in capital at a valuation of $1.25 Now, Peloton is reportedly forecasted to choose underwriters over the weeks to come. billion, per unnamed sources.

Valuation 84

Valuation Forecasting Investments Technology 84