Musings on Markets

OCTOBER 1, 2024

The pharmaceutical companies have some brand name value, but a bigger portion of their value added comes from the protection against competition they get from owning patents. for a product with no differentiating features. billion, with much of that value coming from its pre-tax operating margin of 29.73%. Pepper etc.),

Advertising 112

Advertising Valuation Pharmaceutical Entertainment 112

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

CFO Talks

OCTOBER 2, 2024

Share price : Without a clear reflection of R&D and innovation, the market capitalization could remain lower than it should be, especially for companies in technology, pharmaceuticals, and other high-growth sectors.

Accounting 98

Accounting CFO Economics Accounting Standards 98

PYMNTS

DECEMBER 19, 2019

The startup, which is based in Barcelona, says the newest funding has put its valuation beyond a billion dollars, making it one of the rare Spanish “ unicorns.” Oscar Pierre, the company’s co-founder, would not disclose the exact valuation that investors are placing on the business, aside from acknowledging the unicorn status publicly.

Pharmaceutical 52

Pharmaceutical Valuation Startups Investments 52

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. I believe it is, since failure to do so can have both valuation and pricing consequences.

Accounting 130

Accounting Marketing Advertising Valuation 130

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 92

Valuation Advertising Numbers Investments 92

PYMNTS

JUNE 19, 2020

Palantir has previously garnered praised for assisting firms such as Merck KGaA in the quest for new pharmaceuticals and the American military root out terrorists. Investors reportedly valued the company at $20 billion five years ago, but it was not clear as of June 12 at what valuation it would seek its offering.

Pharmaceutical 56

Pharmaceutical Valuation Investments Technology 56

PYMNTS

NOVEMBER 3, 2017

One Wall Street analyst speculates Amazon plans to not only get into the pharmaceuticals market, but the professional medical device market as well. Since it appears the Frightful Five will continue being frightful for quite some time, let’s take a look at what they’ve been up to this week — just in case you missed it. Paging Dr. Bezos!

Valuation 40

Valuation Advertising Pharmaceutical Sales 40

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.

Valuation 106

Valuation Profit and Loss Accounting Investments 106

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

PYMNTS

APRIL 30, 2019

Last month, it partnered with French pharmaceutical company Sanofi to offer healthcare services in Latin America. percent stake in Uber via the Vision Fund, could find itself with a stake worth nearly $11 billion if the ridesharing giant hits its planned IPO valuation of $91.5 SoftBank, which owns a 16.3 billion.

Pharmaceutical 60

Pharmaceutical Healthcare Valuation Investments 60

Musings on Markets

FEBRUARY 16, 2024

In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. Applications : When valuing businesses in developed markets, we tend to assume that these businesses have insured themselves against most catastrophic risks and ignore them in valuation consequently.

Investments 74

Investments Valuation Profit and Loss Marketing 74

Musings on Markets

NOVEMBER 10, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. Accounting 101 I am not an accountant, and have no desire to be one, but I have used their output (accounting statements) as raw material in valuation and corporate finance.

Accounting 77

Accounting Advertising Valuation Investments 77

CFO News Room

JANUARY 17, 2023

I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500. There are two things to note in this valuation. A few weeks ago, I posted my valuation of the FANGAM stocks and noted that only one of them was under valued, at the prices prevailing then. YouTube Video. Spreadsheets.

Economics 130

Economics Valuation Treasury Forecasting 130

Future CFO

APRIL 11, 2021

But, in general, as investors deepen their understanding about the new economy businesses, their valuations are expected to return to a more reasonable level, Deloitte China added. High-growth, new economy companies will still be the most well-received investments given their important roles demonstrated during the pandemic, the firm noted.

Marketing 40

Marketing Pharmaceutical Economics Valuation 40

PYMNTS

MAY 8, 2020

As the company targets new verticals, including consumer goods, grocery and pharmaceuticals, with its logistics software and delivery capabilities, the firm will also continue to target SMBs in the logistics arena. France’s Agicap recently revealed a $16.3 The company targets small and medium-sized businesses with lending offerings.

Securities 64

Securities Banking Startups Pharmaceutical 64

PYMNTS

JANUARY 23, 2019

Munchery came on the scene in 2010, and hit a valuation of $300 million in 2015. Careem will now provide food delivery services in Dubai and Jeddah, but the company sees the service eventually expanding to include pharmaceuticals. It tried several iterations to grow the business, but none of them took off.

Pharmaceutical 72

Pharmaceutical Valuation eCommerce Retail 72

Musings on Markets

MARCH 19, 2022

I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500 There are two things to note in this valuation. A few weeks ago, I posted my valuation of the FANGAM stocks and noted that only one of them was under valued, at the prices prevailing then.

Economics 100

Economics Valuation Treasury Forecasting 100

PYMNTS

NOVEMBER 1, 2018

Take, for example, markets like the food and beverage, pharmaceutical and medical supplies space. billion valuation by the end of the year, accepting cash at the point-of-sale (POS) and using cash to pay vendors, business partners and taxes remain commonplace.

Accounts Payable 49

Accounts Payable Pharmaceutical Valuation Technology 49

PYMNTS

JANUARY 19, 2018

The company could be looking for an additional investor to secure unicorn status, with the Series D funding landing the firm with a valuation of $945 million, according to reports. Rivigo focuses its B2B services on delivery and logistics for various verticals across India, including eCommerce and pharmaceutical firms.

B2B 47

B2B Pharmaceutical Investments Securities 47

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. The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.

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. 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

CFO News Room

FEBRUARY 2, 2022

So, you have the headquarters of a big pharmaceutical company, and they — they’re looking to raise some cash, maybe not a pharmaceutical company, but some other business. RITHOLTZ: Is that valuation issue ongoing? RITHOLTZ: I sell the building to you and then do a 50-year lease. It’s a great nonbank source of financing.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

DECEMBER 12, 2023

00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. One, one of those big winners has been Cosmos Pharmaceutical, which is a discount drug store and food store and Southern Japan and 00:53:14 Their sg NA to sales, something like 14 or 15%.

Benchmarking 104

Benchmarking Concentration Investments Profit and Loss 104

Barry Ritholtz

OCTOBER 8, 2024

And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company. There, 00:10:35 [Speaker Changed] There is.

Healthcare 57

Healthcare Investments Pharmaceutical Profit and Loss 57

Barry Ritholtz

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. BERNSTEIN: Correct. RITHOLTZ: Right. RITHOLTZ: Oh, really?

Quantitative Analysis 62

Quantitative Analysis Investments Valuation Marketing 62

Barry Ritholtz

DECEMBER 14, 2022

Like, if you think about — when I was growing up, all of the big pharmaceutical companies had these corporate campuses that were highly securitized, deep in suburbs. And what started happening is all of those researchers said we want to be in cities, adjacent to some of the best research institutions in the world.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62