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

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

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

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

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 64

Valuation Benchmarking Communication Leverage 64

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.

Benchmarking 43

Benchmarking Valuation Investments Finance 43

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

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

AUGUST 10, 2020

The second is the stock market – which, for retailers, has become completely untethered from reality. While the unemployment rate has settled around 10 percent and big retailers are declaring bankruptcy with disturbing frequency, the stock market is where most people would like to be right now: back on New Year’s Day, 2020.

Retail 59

Retail Benchmarking Valuation eCommerce 59

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

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

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

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3%

Education 130

Education Planning Investments Benchmarking 130

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 Investments 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

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

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 Restructuring Benchmarking 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.

Benchmarking 40

Benchmarking Valuation Securities Marketing 40

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding.

Valuation 57

Valuation Restructuring Benchmarking Numbers 57

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. But there’s always gotta be some element of the valuation really being compelling. Does that mean the float isn’t giant?

Investments 59

Investments Valuation Concentration Marketing 59

Jedox Finance

APRIL 12, 2023

When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors. That agility and flexibility is important as markets go from bullish to bearish, resulting in falling valuations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 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 40

Benchmarking Startups Banking Securities 40

The Finance Weekly

MARCH 5, 2024

A standout solution that has been consistently mentioned across various survey questions is Datarails Connect , which appears to be capturing a significant market share. P,roductivity The last few years have seen significant advancements in productivity solutions, such as ,, Monday and ,, ControlUP , whose stock valuations have soared.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index. So a variety of risk meetings, a variety of economic meetings.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business. Is that what leads to the lower downside in, in a market dislocation, if you’re buying it right, there’s less room to fall, right?

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 20, 2024

Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? 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.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

OCTOBER 24, 2022

So litigation around unfair competition or the like, a company would pull in our expert witness and I was part of the team to put together the case to explain the market size or the market share or what have you. But it was, I think, a very foundational period for me to just have build that experience in the markets.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So I had an interest in the Russian market. One, the London market is where it’s been most of my career. I knew the market, but I also knew the people there. There wasn’t a lot to do. SALISBURY: Yes.

Investments 119

Investments Banking Advertising Numbers 119

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. the biggest risk in markets is ego.

Marketing 52

Marketing Construction Valuation Investments 52

PYMNTS

MAY 18, 2018

The move marks Ocado’s first official foray into the American market, and the firm’s fourth international deal overall. market, though Ocado plans to have talks with other U.S.-based The new funding was led by Benchmark , with Benchmark’s Bill Gurley joining the company’s board of directors. million. “The

Construction 40

Construction Benchmarking Retail Valuation 40

PYMNTS

JUNE 30, 2016

In the very near future these companies may see the valuation of their businesses diminish, capital requirements change and even more investors looking to invest in the E.U. market are still quite relevant for merchants in the U.K. This time of uncertainty has left many unable to really plan a next move. is yet to be seen.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Barry Ritholtz

OCTOBER 17, 2023

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. It’s a function of log normal returns that we see in, in stock markets. Outperform the market over decades and you’re a winner. Is, is your focus all right?

Investments 52

Investments Valuation Numbers Math 52