Musings on Markets

NOVEMBER 9, 2021

If you are interested, you can see my valuations from 2014 , 2016 and 2017. My two most recent valuations were in June 2019 and January 2020, and I am going to go back to them, not just because they are recent, but because they led to investment decisions on my part.

Valuation 101

Valuation Profit and Loss Manufacturing Investments 101

Musings on Markets

APRIL 21, 2022

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 113

Valuation Advertising Numbers Education 113

PYMNTS

JANUARY 6, 2021

Petco will file its initial public offering (IPO) with a valuation of almost $4 billion, according to a registration statement filed with the Securities and Exchange Commission (SEC) Wednesday (Jan. That will come with a price-per-share of $14 to $17.

Valuation 102

Valuation eCommerce Forecasting Numbers 102

Nerd's Eye View

MARCH 6, 2024

The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period.

Valuation 98

Valuation Economics Leverage Investments 98

VCFO

SEPTEMBER 21, 2023

Owner’s opinions of their business value can be influenced by inherent biases, flawed valuation methodologies, and factors lurking beyond their control. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Concentration 75

Concentration Valuation Securities Education 75

PYMNTS

JANUARY 11, 2021

11) filing with the Securities and Exchange Commission (SEC). At $44 per share price, Affirm would have a valuation in excess of $10 billion, Reuters reported. Buy now, pay later (BNPL) platform Affirm boosted the price range of its initial public offering (IPO), potentially raising $1.08 billion, according to a Monday (Jan.

Valuation 96

Valuation Startups eCommerce Planning 96

PYMNTS

SEPTEMBER 18, 2020

If successful, it would double Next Insurance’s valuation from its last fundraising. Last fall, it raised $250 million from Munich Re Group, the Munich, Germany-based reinsurer, which gave it a valuation of more than $1 billion. CapitalG , the private equity firm owned by Alphabet Inc.,

Valuation 70

Valuation Securities Startups Marketing 70

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. The post Quality of Earnings Reports Impact Valuation appeared first on vcfo. EBITDA is not a complete indication of financial performance for a business.

Valuation 83

Valuation Auditing Concentration CFO 83

PYMNTS

AUGUST 5, 2020

billion and offered 150 million shares for $20 to $22 each, according to a filing with the Securities and Exchange Commission (SEC). Last month, Gilbert sought an IPO for $3.3

Valuation 93

Valuation Construction Securities Retail 93

PYMNTS

DECEMBER 9, 2020

SoftBank-backed DoorDash priced its initial public offering (IPO) shares at $102 each on a valuation of $32.4 The new valuation makes the Silicon Valley startup the biggest individual public food delivery firm in the United States. Earlier in 2020, DoorDash had a private valuation topping $15 billion, up from $1.4

Valuation 77

Valuation Profit and Loss Startups Securities 77

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 98

Valuation Economics Marketing Manufacturing 98

CFO Selections

JULY 22, 2024

A business valuation is a critical component of securing a company’s future. An experienced CFO plays a key role in any business valuation by leveraging their financial expertise to offer strategic insights along the way and ensure an accurate final assessment of the company’s value.

Valuation 52

Valuation CFO Compliance Leverage 52

PYMNTS

OCTOBER 9, 2020

The wire service said a Robinhood statement indicated that the company’s internal systems were not compromised and that they are “actively working with those impacted to secure their accounts.”. Reuters reported last month that Robinhood increased its latest funding round from investors to $660 million, putting its valuation at $11.7

Valuation 134

Valuation Securities Accounting Numbers 134

Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Compliance 65

Compliance Practice Management Valuation Securities 65

Musings on Markets

JANUARY 11, 2024

In 1986, I joined New York University's business school as an assistant professor, and asked to teach Security Analysis, a class made legendary by Ben Graham, who taught it at Columbia University in the 1950s.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

CFO Thought Leader

OCTOBER 28, 2024

We operate at the intersection of compliance and security in a space we pioneered, called trust management. I’ve experienced firsthand how significant this is—at companies like Menlo Security, OpenDNS, and Box, compliance was a challenging, time-consuming process. and now, one in four of our customers is headquartered abroad.

Leadership 64

Leadership CFO Finance Compliance 64

Michigan CFO

DECEMBER 28, 2022

Manufacturing business valuation is an important process that defines the value of a given manufacturing company. A company without an accurate and reliable business valuation is at a disadvantage in a competitive industry. A company without an accurate and reliable business valuation is at a disadvantage in a competitive industry.

Valuation 52

Valuation Manufacturing CFO Finance 52

PYMNTS

JANUARY 31, 2021

Securities and Exchange Commission. The company could be valued at as much as $2 billion, and an IPO could come as soon as Friday (Feb. 5), Bloomberg reported. As of Sunday (Jan. 31), no filing had been made with the U.S.

Valuation 108

Valuation Retail Securities Investments 108

PYMNTS

AUGUST 10, 2020

10), Apple moved relentlessly closer to becoming the first public company on the planet with a $2 trillion valuation – though whether the tech giant’s stock price can maintain its current blistering pace is being debated by industry analysts. On Monday (Aug. Shares of Apple edged up 1.16 percent to $449.61

Valuation 62

Valuation Sales Banking Securities 62

PYMNTS

JANUARY 15, 2021

Poshmark saw its valuation more than double following its Nasdaq debut, with shares closing at $101.50, the Wall Street Journal (WSJ) reported on Thursday (Jan. Poshmark’s valuation is now over $3 billion, up from $1.25 FinTech installment lender Affirm more than doubled its valuation when it went public earlier this week.

Valuation 60

Valuation Startups eCommerce Sales 60

E78 Partners

MARCH 18, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025. The window for action is narrow, and the firms that move decisively will secure the best outcomes.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. Cequence Security. Also operating in the enterprise security space is Cequence Security, based in California. Contrast Security.

B2B 75

B2B Securities Investments Startups 75

CFO Share

OCTOBER 6, 2023

Business valuation captures more than just your present position—it’s a mirror to your past efforts and a window to future possibilities. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business. What factors influence business valuation?

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

PYMNTS

MARCH 1, 2020

Health tech startup Accolade , with headquarters in Seattle and Philadelphia, filed with the Security and Exchange Commission (SEC) to raise $100 million for an initial public offering (IPO) on Friday (Feb. Lead book-running managers for the IPO included Goldman Sachs, Morgan Stanley and BofA Securities. 28), according to reports. .

Valuation 66

Valuation Startups Transportation Securities 66

CFO Talks

FEBRUARY 26, 2025

Valuation: How to Determine the Right Price A major part of analysing an M&A deal is figuring out how much the target company is worth. This method is useful when there are other companies in the same market with known valuations. A combination of these methods is often used to ensure the valuation is accurate.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

PYMNTS

AUGUST 21, 2020

As it aims for an approximately $225 billion valuation, Ant Group intends to seek dual listings in Shanghai and Hong Kong in the weeks to come, Bloomberg reported, citing unnamed sources. A dual listing of $30 billion would come out ahead of the $29.4 billion take of Saudi Aramco per Bloomberg data. The firm contributed $433.7

Valuation 63

Valuation Planning Finance Securities 63

Future CFO

MARCH 22, 2021

Higher yields for long-dated sovereign bonds will result in near-term losses for Asia Pacific banks as they recognise valuation changes on their available-for-sale (AFS) bond portfolios, but the capital impact should be manageable for most rated banks, said Fitch Ratings recently.

Valuation 52

Valuation Banking Securities Sales 52

E78 Partners

NOVEMBER 25, 2024

As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial transactions with ease and precision. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

CFO News

JULY 19, 2023

"We think the bank's current valuation of 2.9x FY24E BVPS (pure bank) does little justice to its compounding potential and low balance-sheet risk," said BNP Paribas Securities in a note to clients.

Valuation 52

Valuation Banking Securities 52

E78 Partners

MARCH 19, 2025

This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025. The window for action is narrow, and the firms that move decisively will secure the best outcomes.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

PYMNTS

MAY 8, 2020

But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding. Hub Security. Cybersecurity startup Hub Security, which targets FinTech, cloud storage and blockchain companies, has raised $5 million in Series A funding from AXA Ventures.

Securities 64

Securities Banking Startups Treasury 64

CFO News

MAY 25, 2023

The Securities and Exchange Board of India (Sebi) said SpiceJet's proposed preferential share issue to aircraft lessors as part of its plan to restructure its outstanding lease liabilities need not have independent valuation.

Valuation 52

Valuation Restructuring Sales Securities 52

Global Finance

MARCH 2, 2025

In a recent interview, the US Securities and Exchange Commissions (SEC) enforcement director said they had a record $600 million in penalties in 2024 just for 70 cases. We also looked at fraudulent security class actions. Whats the likelihood that fraud will take place in the future? Horton: Heres one.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

PYMNTS

JUNE 18, 2020

Securities and Exchange Commission (SEC) filing. billion because the IPO’s underwriters, BofA Securities, Goldman Sachs, J.P. Albertsons Cos., the nation’s second-largest supermarket chain, is preparing for an initial public offering (IPO), according to a U.S. Reuters reported some stockholders are offering 65.8

Valuation 79

Valuation Securities Retail Marketing 79

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Valuation 98

Valuation Communication Securities Planning 98