Global Finance

DECEMBER 9, 2024

Correia: Local interest rates have risen 20% to 25% range; but in the other hand, these equity investments, in certain private and local companies, are not tied to country risk/bond pricing as we knew it; and therefore, can surpass inflation and state bond securities yields. GF : Otherwise, its a loss. Tadesse: Otherwise its a loss.

Marketing 98

Marketing Banking Finance Profit and Loss 98

The Finance Weekly

OCTOBER 29, 2024

Business Valuation - Determining the value of assets or entire companies. If the income statement shows a profit, it boosts the equity on the balance sheet. A loss decreases equity. Next, use an appropriate valuation method for each division to estimate their individual worth.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Musings on Markets

SEPTEMBER 5, 2024

In the aftermath of the great depression, the Securities Exchange Commission was created as part of the Securities Exchange Act, in 1934 , and that act also required any company issuing securities under that act, i.e., all publicly traded firms, make annual filings (10Ks) and quarterly filings (10Qs), that would be accessible to investors.

Marketing 134

Marketing Valuation Profit and Loss Forecasting 134

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 124

Valuation Profit and Loss Numbers Sales 124

CFO Simplified

AUGUST 7, 2023

This starts with discussing exit planning every 90 days to evaluate and agree upon current exit planning topics including timing, valuation requirements, exit options, opportunities to increase company valuation, and an exit or hold decision. What’s My Passion? How much energy and passion does the owner have toward their business?

Valuation 98

Valuation Profit and Loss Planning Sales 98

Global Finance

APRIL 5, 2025

The GEM sectors wave of M&A was driven by the race for resource security. Anthony Noto Global Winners By Sector Financial Institutions: UBS In 2024, UBS showed strong net profit and high client activities. Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

PYMNTS

MARCH 27, 2019

On-demand workspace startup WeWork has secured significant funding from investors and has aggressive plans for global expansion, but the company’s losses are ballooning, according to reports in The New York Times this week. According to the company’s latest financial disclosure, the firm’s losses have hit $1.9

Profit and Loss 43

Profit and Loss Startups Valuation Securities 43

PYMNTS

SEPTEMBER 9, 2020

The target valuation points to the high expectations for the company, whose technology aims to handle large volumes of data. Securities and Exchange Commission (SEC), Snowflake said, “We believe in a data connected world where organizations have seamless access to explore, share, and unlock the value of data.”. million.

Profit and Loss 75

Profit and Loss Valuation Investments Sales 75

Musings on Markets

SEPTEMBER 19, 2023

In the first, I will look at the grocery business, both in terms of growth and profitability of grocery stores, since Instacart, as an intermediary in the business, will be affected by grocery business fundamentals. On the profitability front, the grocery business operates on slim margins, at every level.

Profit and Loss 131

Profit and Loss Valuation Advertising Investments 131

PYMNTS

AUGUST 25, 2019

Founded in 2001, Ping is said to be looking at a valuation of $2-$3 billion. The demand for improved security and authentication is growing in part due to the rise in hackers, the article said. The company’s S-1 filing shows that it is not yet profitable but shows promise, with $112.9 Its net loss was $3.1

Profit and Loss 63

Profit and Loss Planning Valuation Securities 63

PYMNTS

JULY 5, 2020

While the rest of the company’s divisions have been touted as highly-profitable, it now appears to be just a show, the report found. But such profits did not exist, the Times reported. A special audit conducted late last year by KPMG and seen by the paper revealed the profits appear to have existed largely on paper.

Auditing 68

Auditing Profit and Loss Valuation Accounting Firms 68

PYMNTS

DECEMBER 4, 2020

Securities and Exchange Commission (SEC) on Friday (Dec. The pet retail chain is also moving towards profitability after net losses the past two years. It has also narrowed its losses by 77 percent to $20.3 It could be looking for a $6 billion valuation. . Petco's net sales went up 9 percent over 2019, hitting $3.58

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

PYMNTS

DECEMBER 24, 2020

Here are a few of the more noteworthy ones, listed in order of valuation at the time of going public: 1. The company also reported a $23 million profit for the second quarter — its first black ink in history. However, GoodRx reported a $50 million Q3 loss in November, helping to send the stock partly back downward.

Profit and Loss 92

Profit and Loss Valuation eCommerce Planning 92

PYMNTS

JULY 7, 2020

And the series of “down rounds” seem to imply there is a growing disconnect between public and private market valuations. In terms of definition, a down round is when a private company taps the private market for fundraising, generally selling equity for lower valuations than had been seen before. billion valuation.

Profit and Loss 52

Profit and Loss Valuation Startups Marketing 52

PYMNTS

APRIL 1, 2019

As of Friday (March 29), Lyft had a market valuation of higher than $22.25 While investors applauded the business model and timing of the ride-hailing company, there are concerns about its lack of profitability. Lyft set a record in terms of the company having the most losses in the year leading up to its IPO. million shares.

Profit and Loss 46

Profit and Loss Valuation Startups Securities 46

PYMNTS

APRIL 25, 2016

In a framework of near-term activity, it seems that would-be investors are concerned where profits are headed (for instance, in firms like SecureWorks) and are paying attention to valuations (as many of them are so expensive). In the case of SecureWorks, net losses doubled, outpacing 30 percent top line growth.

Securities 40

Securities Profit and Loss Valuation Marketing 40

PYMNTS

MARCH 13, 2019

Securities and Exchange Commission (SEC) documents, and by speaking with CEO Sacha Poignonnec. The company’s valuation, share price and timeline have yet to be determined, but if all goes well, Jumia will be the first African tech startup to list on a major global exchange. Reports confirmed the news via U.S.

eCommerce 51

eCommerce Profit and Loss Startups Valuation 51

PYMNTS

AUGUST 29, 2019

The word “subscription” appears more than 200 times in the Peloton S-1, which was filed with the Securities and Exchange Commission on Monday (Aug. Is it all enough to support a valuation that is (at least at the last capital raise) in the billions of dollars? million net loss in the previous year. million in the previous year.

Profit and Loss 62

Profit and Loss Sales Valuation Marketing 62

PYMNTS

MARCH 27, 2019

If it does price its shares higher, the ride-hailing startup could have a valuation of more than $23 billion, which is at the high end of the previous target. While there is a lot of interest in Lyft, there are also concerns about its lack of profitability. Lyft had losses of $911 million in 2018.

Profit and Loss 40

Profit and Loss Planning Startups Valuation 40

PYMNTS

SEPTEMBER 13, 2019

On $3B Valuation. While the offering has been eagerly anticipated, questions and concerns over losses have cooled investor interest. Trade credit is especially difficult for early-stage companies as well as businesses with low operating profit margins. Affirm Looks To Raise $1.5B Affirm is reportedly seeking to raise around $1.5

Profit and Loss 43

Profit and Loss B2B Valuation Leadership 43

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022. .

Marketing 130

Marketing Advertising Profit and Loss Investments 130

PYMNTS

FEBRUARY 8, 2019

Grubhub reported a net loss of $5.2 DoorDash raised $250 million in new funding in 2018, and quadrupled its valuation to $4 billion. Securities and Exchange Commission (SEC) for its upcoming public offering. They see orders, but not always profitable ones, with Grubhub’s burgeoning customer list built at their expense.

Profit and Loss 59

Profit and Loss Forecasting Valuation Marketing 59

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. That said, though, it is worth peeking under the hood to see how this business model plays out as revenues and earnings.

Profit and Loss 52

Profit and Loss Valuation Numbers Marketing 52

PYMNTS

JUNE 25, 2018

The 2018 Q1 saw a combined valuation of VC investments nearing $50 billion — the fourth quarter in a row where VC funding has surpassed $45 million, KPMG noted. Though a startup could secure millions in venture capital funding, it could still take years to turn a profit.

Startups 52

Startups Banking Profit and Loss Healthcare 52

PYMNTS

NOVEMBER 8, 2019

The problem with large investments – the type that run into the billions of dollars – is that just as gains can be astronomical, the losses can be devastating. billion rescue, and also said it had taken its valuation of the beleaguered workspace company down by 80 percent, to around $5 billion at the end of the most recent quarter.

Profit and Loss 40

Profit and Loss Valuation Education Currencies 40

Jedox Finance

JULY 11, 2023

This is particularly evident when considering how ESG key performance indicators (KPIs) are closely related to aspects in a profit and loss (P&L) statement and significantly impact financial outcomes. For example, incorporating renewable energy sources can influence an organization’s energy costs, affecting P&L figures.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. But what if government securities are viewed as risky?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Global Finance

MAY 10, 2024

Doussin, Hogan Lovells: National security and geopolitical concerns can greatly affect FDI. As of 2022, it appears that while China was pulling back investment in the US, the US was actually increasing investment in China,” says Brett Ryan, senior US economist and director at Deutsche Bank Securities.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Musings on Markets

NOVEMBER 4, 2022

In the next post, I will use Facebook's most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022.

Advertising 105

Advertising Profit and Loss Investments Marketing 105

Barry Ritholtz

SEPTEMBER 25, 2024

If revenue goes up, if profits go up, stock prices are going to go up. The, the longest period we had in our data was 17 years of losses of purchasing power, so after inflation, purchasing power. How should investors think about equities when valuations are a little elevated? for inflation. Barry Ritholtz : Right?

Investments 69

Investments Profit and Loss Treasury Sales 69

PYMNTS

FEBRUARY 8, 2019

Grubhub reported a net loss of $5.2 DoorDash raised $250 million in new funding in 2018 and quadrupled its valuation to $4 billion. Securities and Exchange Commission for its upcoming public offering. Grubhub shares dropped 21 percent and hit a two-year low. By The Numbers. million or $.06 million or $.60

Profit and Loss 40

Profit and Loss Forecasting Valuation Budgeting 40

Cube Software

MAY 11, 2023

The Securities and Exchange Commission (SEC) requires that discrepancies between pro forma and GAAP-compliant financial reports be explained when released to the public. If the market research shows that this product is not going to drive profit, for instance, shelve it, or begin finding ways to reduce costs and/or boost sales.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Barry Ritholtz

DECEMBER 5, 2023

The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Musings on Markets

MAY 7, 2023

I also used the banking framework to argue that good banks have stickier deposits, with a higher precent of these deposits being non-interest bearing, that they invest in loans and investment securities on which they earn interest rates that cover and exceed the default risk in these investments. All Equity, All the time!

Investments 91

Investments Banking Valuation Profit and Loss 91

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Barry Ritholtz

FEBRUARY 17, 2025

And I found that subsegment really interesting because we did studies on kind of decision making biases, human biases like loss aversion and other biases that impact otherwise what should be rational decisions and make them less than rational. That is not being reflected in valuations from a top down standpoint. Absolutely.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO News Room

JANUARY 17, 2023

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500.

Economics 130

Economics Valuation Treasury Forecasting 130