CNBC: Investing

JULY 8, 2025

" GD - Upgrade to Buy: Better EBIT growth than peers, more upside to estimates relative to peers, better FCF growth than peers, better balance sheet than peers, lower program risk than peers, cheaper valuation than peers." Loop downgrades Shake Shack to hold from buy Loop downgraded the burger chain stock mainly on valuation.

Stock 85

Stock Shares Media Investment 85

CNBC: Investing

JULY 12, 2025

There are a few explanations behind this valuation disconnect. If the Tripadvisor business was the company's only segment, this valuation could be justified. As is typical in a Starboard investment, there are multiple levers to unlock value here.

Media 55

Media Stock Investment Business 55

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. Buyers will scrutinize your unit economics and scalability.

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. What is Sports Investment Banking?

Investment Banking 106

Investment Banking Banking Bank Investment 106

Cooley M&A

JANUARY 22, 2025

Looking ahead, expect the fruits of these efforts to free up valuable resources capital and management bandwidth that can be redirected toward higher-value, strategic acquisitions in 2025 as the general economic backdrop (inflation, interest rates, antitrust) looks to become more conducive to bigger bets.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

CNBC: Investing

JULY 24, 2025

Early indications from both economic data and the ~10% of the Russell 3000 that have reported so far since July 1st are actually pretty good. Valuations in several sectors are well above long-term averages relative to the market and to their own sector history. growth YoY, well above long-term growth rates. Time to hedge?

S&P 63

S&P Investment Media Trading 63

CNBC: Investing

JUNE 26, 2025

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. "A more stable economic backdrop and the recent rebound in the U.S. Better pricing ahead."

S&P 82

S&P Stock Media Investment 82

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. You can get the full details there, but the short version is that tariffs are very bad for companies, valuations, and deal activity, no matter what happens. I guess traders and restructuring bankers might benefit?

Valuation 64

Valuation Finance Finance Trading 64

CNBC: Investing

JUNE 19, 2025

Regional Performance : China sales declined 17% year-over-year, a significant drag due to economic slowdown and concerns about job security. Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). Wholesale : $6.2 billion, down 7% YoY, with weakness in China and Europe offsetting U.S.

S&P 73

S&P Sale Investment Stock 73

CNBC: Investing

JUNE 9, 2025

RH's premium branding and positioning as a luxury lifestyle curator insulate it from discount-driven competitors, and appeal to high-income consumers who are theoretically resilient to economic slowdowns. Although affluent consumers may not need to curb spending during economic downturns, that does not mean that they won't.

Retail 96

Retail Trading Stock IT 96

CNBC: Investing

JULY 21, 2025

and the Vanguard Total Bond Market ETF (BND) , which provides broad exposure to the taxable investment-grade U.S. When it comes to credit, investment-grade corporates and other high-quality credits offer the most compelling risk-adjusted returns, Colleen Cunniffe, Vanguard's head of global taxable credit research, told CNBC.

Investment 61

Investment Corporation Portfolio Media 61

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. For Constellation Brands, the waning cannabis narrative is a net positive.

Trading 68

Trading S&P Portfolio Investment 68

CNBC: Investing

JUNE 27, 2025

That's because the artificial intelligence revolution could bring down inflation , thereby sending the market higher, he said Wednesday during a keynote speech at the Morningstar Investment Conference. On top of that, current valuation levels could signal the market may be getting ahead of itself. July 'fireworks?'

S&P 118

S&P Stock Trading Investment 118

CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. That suggests roughly 58.5%

Media 95

Media Investment Stock Finance 95

CNBC: Investing

JUNE 21, 2025

Meanwhile, brokerage stocks Raymond James and LPL Financial could offer discounts since both names are trading at a cheaper valuation than the overall index, but providing investors with materially stronger revenue growth and earnings, he said. Stovall said more investors have flocked to gold amid heightened global geopolitical risks.

Investors 115

Investors Stock S&P Investment 115

CNBC: Investing

JUNE 24, 2025

However, even after the deadline and if tariffs once again make headlines, Bank of America's Li doesn't anticipate the bond market will revisit peak yields, largely due to the changing economic outlook. For one, macroeconomic uncertainty has set both absolute and relative valuations at attractive levels, he said.

Investment 68

Investment Media Stock Government 68

CNBC: Investing

JULY 22, 2025

"We still believe USDC can be an integral part of the financial system; however, we're more cautious towards CRCL's long-term economics than its $53bn valuation implies." As such, we expect CRCL to retrace some of its recent rally after the GENIUS act was signed into law on 7/18," he wrote.

Media 81

Media Stock Investment Finance 81

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. It even includes elements of healthcare , industrials , and oil & gas investment banking. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking 59

Investment Banking Banking Bank Investment 59

CNBC: Investing

JULY 10, 2025

Health care is a non-cyclical sector, offering stability during economic uncertainty. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Because of this, the sector provides defensive qualities.

Trading 70

Trading S&P IT Stock 70

CNBC: Investing

JULY 2, 2025

"Quantum computing is in its infancy but remains one of the most highly coveted technical milestones with enormous economical implications," Jensen wrote to clients in a Tuesday note. To be sure, Jensen acknowledged that quantum stocks have quickly risen and have valuations that are disconnected to any near-term business forecast.

Stock 68

Stock Media Investment Finance 68

JD Supra: Mergers

JUNE 18, 2024

Accounting firm mergers and acquisitions (“M&A”) are blossoming due to strong recurring revenue models, a great record of organic growth over three decades, light asset investment requirements, and economic recoveries and growth worldwide following the pandemic. These factors have created the opportunity for industry consolidation.

Accountant 177

Accountant Advisory Mergers Valuation 177

Francine Way

JULY 11, 2017

Just as any home appraiser or credit officer does before going through the analytical exercise to produce a score for a home or a borrower, valuation professionals go through several steps of preparation before the actual exercise of producing a number that can be used as a value of a company.

Valuation 130

Valuation M&A DCF Financial Statement 130

OfficeHours

MAY 24, 2023

Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance. Maybe even more important than your major is your GPA.

Investment 147

Investment Investment Banking Finance Finance 147

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. Taylor took over from Catherine Lewis La Torre in February this year, stating at the time he’d like to see the bank invest in more UK scale-ups.

Banking 105

Banking Bank Business Economics 105

Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

Investment 111

Investment Funds Capital Investors 111

The M&A Lawyer

OCTOBER 26, 2015

The following is a guest post from Nate Nead, an investment banking Director at Merit Harbor Group, LLC. He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. Nate’s practice focuses on software, technology, energy and manufacturing.

Private Equity 130

Private Equity Equities Valuation Management 130

How2Exit

OCTOBER 30, 2023

He discusses the challenges of the search process and the importance of understanding valuation and deal structure. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate. rn Understanding valuation and deal structure is crucial in the search fund process.

Capital 130

Capital Business Acquisitions Shares 130

MergersCorp M&A International

FEBRUARY 15, 2024

One of the key services provided by MergersCorp is business valuation which plays a crucial role in the M&A process. valuation is the process of determining the economic value of a company. There are several reasons why business valuation is essential for companies involved in M&A transactions.

Valuation 52

Valuation M&A Business Mergers and Acquisitions 52

Sun Acquisitions

MAY 15, 2023

Here is a beginner’s guide to understanding valuation for family businesses. Identify Your Valuation Goal: Before getting started, you must identify the overall objective you are trying to achieve with this process. Doing research ahead of time will help determine which valuation methods are best suited for your needs.

Valuation 52

Valuation Business M&A Debt 52

Software Equity Group

MAY 7, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

2023 saw a myriad of factors impact SaaS M&A multiples, including economic developments, technological advancements, and a public market rebound. But what are the key influences shaping valuation multiples in today’s M&A deals? The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate.

M&A 52

M&A Valuation Economics Business 52

Growth Business

OCTOBER 4, 2023

The raise means the London-based VC , founded by Skype founder Niklas Zennström, is close to its £1.35bn target for its new growth and venture funds, despite a challenging economic climate. Venture capital: Evaluating the risk profile of investments – How do VCs assess risk when looking forensically at investment portfolios?

Capital 111

Capital Funds Investment Portfolio 111

Sun Acquisitions

JANUARY 22, 2024

Economic downturns, market disruptions, and unforeseen global events can all throw a wrench into even the most well-laid plans. However, with the right strategies in place, navigating the current economic landscape while selling your business is possible and can be successful.

Economics 59

Economics Business Mergers and Acquisitions Sale 59

Wizenius

JUNE 25, 2023

As an investment banking analyst, the selection of comparable companies for a valuation analysis is a crucial task that requires careful consideration and justification. Look for companies with financial metrics that are similar to those of the target company, as this will enhance the comparability of valuation multiples.

Valuation 52

Valuation Financial Modeling Financial Models Investment Banking 52

OfficeHours

JUNE 5, 2023

Private equity firms play a vital role in the broader investment landscape, and their success relies heavily on their ability to execute deals effectively. Participants are exposed to diverse investment scenarios, deal structures, and industry dynamics.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. This post will examine the current state of public SaaS company valuations and what it means for private companies. What is the SEG Index?

Valuation 52

Valuation M&A Stock Profitability 52