CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. If anything, as rates have decreased over the last decade, and costs of capital for companies hit historic lows, companies are finding it more difficult to earn returns that exceed their costs of capital. .

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 27, 2022

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. I will use this data to draw three broad conclusions: Low Hurdle Rate ? The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.

Hurdle Rate 82

Hurdle Rate Investments Accounting Entertainment 82

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. Valuation Pricing Growth & Reinvestment Profitability Risk Multiple s 1. Insider, CEO & Institutional holdings 2.

Valuation 100

Valuation Financial Analysis Analyzing Data Profit and Loss 100

Barry Ritholtz

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. All these factors have an interest rate embedded in them.

Valuation 59

Valuation Finance Investments Banking 59

Barry Ritholtz

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. What’s been keeping you entertained?

Investments 119

Investments Banking Advertising Numbers 119

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. 00:50:03 Not anymore.

Finance 59

Finance Marketing Numbers Investments 59