Centage

SEPTEMBER 5, 2023

Along with material costs, finance teams need to consider factors such as labor, storage, equipment depreciation, shipping, and rent or mortgage payments. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A) 98

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

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

Global Finance

OCTOBER 9, 2024

Additionally, many incumbent firms are restructuring by spinning off their payments divisions into standalone entities to capture higher valuations. Among the early-stage companies that were acquired this year, there’s consumer credit startup Petal, which sold to Mexico’s Empower Finance in April. Young, Hungry… Risky?

Mergers and Acquisitions (M&A) 100

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

The Finance Weekly

MARCH 5, 2024

The responses were enlightening, and we are excited to share our findings, highlighting the aspects that matter for finance departments and how the IT mindset has shifted around software implementations over the past three years. It appears these advancements have not overlooked the finance department.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

VCFO

MARCH 17, 2023

Inventory Turnover Ratio = Cost of Goods Sold for a period ÷ Average of Inventory for the period Have an expert and objective finance resource validate how your business calculates this ratio and pull together the ingredients that comprise it. A benchmark exercise can also provide insight here.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

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. It’s like saying, ‘I got the coolest house on the block.

Benchmarking 43

Benchmarking Valuation Investments Finance 43

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

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

Centage

SEPTEMBER 5, 2023

Along with material costs, finance teams need to consider factors such as labor, storage, equipment depreciation, shipping, and rent or mortgage payments. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment? Why does the risk-free rate matter?

Investments 98

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.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Barry Ritholtz

AUGUST 16, 2022

He’s left the finance world, but he’s certainly not left the business world. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And last market question, so we’ve seen equity valuations come down. I mean, he now owns the Red Sox, among things. TROPIN: Yeah.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And then at some point after my PhD school studies, we could get into that if you like, but I kind of decided to switch and finance was kind of what was available for me at that point. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place? a year, way over both.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration.

Investments 59

Investments Valuation Concentration Marketing 59

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? What’s the valuation?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation. He’s probably never done a down round of financing in the last 10 years. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

OCTOBER 31, 2023

The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. Post money valuations until the market has changed dramatically. 00:15:29 [Speaker Changed] That’s your benchmark, correct? So, so let’s talk a little bit about valuation.

Investments 64

Investments Marketing Numbers Valuation 64

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. Was finance and investing always part of the plan? 00:04:53 [Speaker Changed] Very much so.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

AUGUST 29, 2023

So, started examining opportunities in finance, real estate and insurance. RITHOLTZ: You know, what’s really interesting is everybody tends to think of Wall Street and investing and finance in terms of the investing side. A lot of people in finance have been saying it’s difficult to find people in this environment.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 17, 2022

Among those who do not, the perceived cost was the most common reason given (38%), followed by not having enough money (33%), having a financial situation simple enough to handle on their own (27%) and enjoying handling their finances themselves (17%). Frederik Gieschen | Neckar’s Minds And Markets).

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. And so transition like many people did in my generation into finance. I found this conversation to be both interesting and surprising. I, I’m in the same camp.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

OCTOBER 24, 2022

I knew finance had a close corollary to econ. And how do we think about them from a valuation perspective? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And those weren’t paths I was necessarily interested in pursuing right then. And I loved research.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

MAY 9, 2023

I didn’t really know much about the world of finance. So how do you then go from tax and audit practice to finance and investing? Quote, “The world of finance isn’t as complicated as newcomers expect. In order to compete and win in so many things today in finance, you have to be super specialized.

Investments 119

Investments Banking Advertising Numbers 119

CFO News Room

FEBRUARY 2, 2022

It’s a great nonbank source of financing. It’s a great — yeah, it’s another non-bank source of financing in a low interest rate environment. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark. RITHOLTZ: Wow. RITHOLTZ: Wow.

Investments 100

Investments Numbers Economics Marketing 100

Barry Ritholtz

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. RITHOLTZ: So let’s take a couple of examples.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

OCTOBER 17, 2023

They’re also owned by a foundation, something that’s rather rare in the finance industry. 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. Then the volatility and, and the valuation makes an enormous difference.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. Why don’t you just switch over to finance? I mean, it certainly was a indoctrination into the world of finance. During 2020, there was a number of opportunities that came out to rescue finance, a number of the companies we had relationships with. They were down 3.8%. Which I, I said Sure.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

FEBRUARY 13, 2023

You graduate Emory University with a degree in finance. No, I’m — RITHOLTZ: You beat me by an hour, RIEDER: You know, I think, I would say to young people who come into the business, you know, why are you coming into finance? And because remember, Lehman had the Lehman Agg and that was the benchmark. There is alpha.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Global Finance

MARCH 3, 2025

For sustainable finance, 2024 was the best of times and the worst of times. target alive (to achieve the goal of limiting global warming to an increase of no more than 1.5C), 2024 failed to live up to what is needed, says Gregor Vulturius, lead scientist and senior adviser on climate and sustainable finance at SEB.

Finance 90

Finance Construction Banking Benchmarking 90

Barry Ritholtz

MAY 21, 2024

SAVI is one of these women in the world of finance who is a powerhouse. She is one of the few people who combine quantitative investing with behavioral finance. They’ve completely accepted me for who I am as the dark, you know, dark art of finance person. So I got a job in finance. They got bought by Bank America.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

MARCH 21, 2023

This is like quant finance circa 1990. But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. But plenty of valuation measures, it has no applicability for price-to-sales.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

MARCH 14, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have another extra special guest, Rich Bernstein is a legend in finance circles. Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. BERNSTEIN: Correct.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

MARCH 26, 2024

00:08:20 [Speaker Changed] Was the original finance show. 00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. Then, you know, you go out and you start your, your weekend. I’m a big Smartless fan.

Investments 59

Investments Marketing Concentration Economics 59

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . Source: Bloomberg Finance, LP). Source: Bloomberg Finance, LP). Source: Bloomberg Finance, LP). Life does indeed imitate art , at times.

Economics 130

Economics Investments Finance Benchmarking 130

Barry Ritholtz

NOVEMBER 25, 2024

You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. 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. Let’s talk a little bit about your background.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

FEBRUARY 20, 2024

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? And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. He said, oh, it’d take at least two or three weeks, really?

Treasury 59

Treasury Marketing Banking Economics 59