Value Scope

JULY 21, 2020

Click to Download: ESG Valuation Considerations – Top Down or Bottom Up? This work can be used to reconcile and support an adjustment to the CAPM, then the WACC, via Alpha and Beta. Adjustments to Beta can accomplish this. The re-levered Beta for the private company we were valuing was 0.56.

Intangible Assets 130

Intangible Assets Beta Alpha Unlevered Beta 130

Musings on Markets

JANUARY 5, 2024

Beta & Risk 1. Market alpha Many of these corporate finance variables, such as the costs of equity and capital, debt ratios and accounting returns also find their way into my valuations, but I add a few variables that are more attuned to my valuation and pricing data needs as well. Return on Equity 1. Debt Details 1. Buybacks 2.

Dividends 105

Dividends Risk Premium Equity Book Value 105

Value Scope

SEPTEMBER 24, 2020

Click to Download: ESG A Valuation Framework. As companies continue to legitimately integrate ESG into business strategy, the ability to achieve “alpha,” which is an excess return or performance above a codified index or peer group, might become more difficult to do. Adjustments to Beta can accomplish this.

Intangible Assets 130

Intangible Assets Alpha Beta Marketability 130

Musings on Markets

JANUARY 10, 2025

If you want to check out which industry group a company falls into, please click on this file (a very large one that may take a while to download) for that detail. Beta & Risk 1. The industry averages that I report are also provided using the regional breakdown above. Return on Equity 1. Debt Ratios & Fundamentals 1.

Risk Premium 119

Risk Premium Dividends Start-ups Corporate Finance 119