CNBC: Investing

JUNE 18, 2025

This has been compounded by missed opportunities with Apple Intelligence, slowing iPhone sales, and limited developer support for VisionPro. Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability.

Trading 65

Trading S&P Valuation Investment 65

CNBC: Investing

JUNE 10, 2025

New branches would eventually aid the bank's earnings, justifying its premium valuation. " JPM YTD mountain JPM YTD chart Mayo has renewed confidence in JPMorgan Chase's ability to generate new deposits. We are now more confident about the seasoning of its branches aiding earnings," Mayo added.

Media 63

Media Stock Shares Banking 63

Cooley M&A

JANUARY 22, 2025

By 2030, more than 190 commercial drugs will lose patent exclusivity , putting at risk $236 billion in Big Pharma sales. The sale of Poseida Therapeutics, a cell and gene therapy-focused company, for up to $1.5 Immunology deals stood out, including Vertex Pharmaceuticals $4.9

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

CNBC: Investing

JUNE 17, 2025

"We note that MAU Y/Y growth eclipsed double-digits in May, the first time in over 22 months, which we attribute to the company's efforts to re-engage in short-term GMS [gross merchandise sales] conversion activity along with an increase in marketing efficiency," the analyst wrote.

Retail 60

Retail Investors Investment Media 60

Mergers and Inquisitions

JULY 9, 2025

Can you research a go-to-market strategy, run the numbers on the sales, marketing, and development work required, and calculate the payback period and IRR under different scenarios?” We’re thinking of putting more sales reps on our top 10 client accounts in North America. Recruiting: Who Wins Strategic Finance Jobs?

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. vs. Industry Average 18x Price to Sales Ratio: 1.2x Forward PE Ratio: 37.4x

Retail 62

Retail Trading Stock Shares 62

CNBC: Investing

JUNE 17, 2025

Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. " "But you need to have at least one or two names for a diversified portfolio." " The fund reached record levels on Monday.

Investors 47

Investors Stock Trading Portfolio 47

CNBC: Investing

JUNE 19, 2025

Based on alternative data, sales trends, and inventory metrics, Nike faces a challenging near-term outlook as it approaches its fiscal Q4 2025 earnings report next week on June 26. billion, down 12% YoY, driven by a 15% drop in digital sales and a 2% dip in store sales. as I write this, or 9.5% of the current stock price.

S&P 72

S&P Sale Investment Stock 72

CNBC: Investing

JUNE 13, 2025

" As these three investment points come to fruition, Nowinski believes that the case for Zscaler shares to soar an additional 28% begins to look especially compelling. The stock rose 0.5% in premarket trading Friday.

Securities 111

Securities Stock Media Investment 111

CNBC: Investing

JUNE 16, 2025

"Specifically, our past work shows that companies that have grown their dividend over the last five years and that are indicated to have continued dividend growth, as well as at least 7% forecasted sales growth and 10% forecasted earnings growth outperform." The company maintained its full-year sales guidance.

Stock 68

Stock S&P Portfolio Investment 68

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Fundamental weakness: Tesla has repeatedly missed financial targets, experiencing declining automotive sales revenues. vs. industry average 11.5x

Trading 94

Trading S&P Stock Profitability 94

CNBC: Investing

JULY 10, 2025

Also, Meta would be able to participate (somewhat) in any smart glasses sales driven appreciation in the stock." " Needham downgrades CoreWeave to hold from buy Needham downgraded the stock on valuation. However, with CRWV currently trading at 41x our '26 EBIT, we believe valuation is full and downgrade to Hold."

Stock 78

Stock Investment Shares Valuation 78

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. STZ trades at a price-to-sales (P/S) ratio of approximately 3.5,

Trading 67

Trading S&P Portfolio Investment 67

CNBC: Investing

JUNE 9, 2025

The trade The good news is that the company's valuation is at the lower end of the five-year range. The enterprise value-to-sales ratio is just over 2x, 12% higher than the 5-year lows also seen in mid-2022. If anything, the $1 billion buyback in 2023 and $1.25 billion in 2024 now look ill-timed; hindsight is 20/20.

Retail 94

Retail Trading Stock IT 94

CNBC: Investing

JUNE 27, 2025

While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future. "Long in the making but we think the inflection is finally here," analyst Erwan Rambourg wrote in a Friday note to clients.

Shares 79

Shares S&P Stock Media 79

CNBC: Investing

JUNE 25, 2025

YUM YTD mountain YUM YTD chart Ivankoe cited several catalysts for the stock, including strong free cash flow generation, a lower valuation and sustained unit growth of 4% or above. sales remain strong at Yum's international locations. Outside the U.S., "Within the 4.2%

S&P 73

S&P Media Stock Investment 73

Sun Acquisitions

JUNE 9, 2025

After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. Understanding the value of what you’ve built is an essential early step in the sale process. These sorts of contradictions are poorly reconciled by standard valuation methods.

Manufacturing 59

Manufacturing Business Valuation Sale 59

CNBC: Investing

JUNE 10, 2025

Based on our FY2025 estimates, the valuation implies approximately 3.3x DIS YTD mountain DIS YTD chart "The outcome provides clarity and allows Disney to fully integrate Hulu into both Disney+ and the upcoming ESPN streaming service. revenue and just under less than $500 per subscriber for the Hulu SVOD service," Gould wrote.

Media 62

Media Capital Investment Stock 62

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 56

Portfolio Management Valuation Sale Profitability 56

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

Sun Acquisitions

FEBRUARY 6, 2023

CHICAGO, IL ­- February 6, 2023 – Sun Acquisitions is pleased to announce the successful sale of Trouvaille Med Spa to MedSpa Partners Inc. Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa].

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the first and most pressing question is often: What is my software company worth? Understanding the Core Valuation Framework At its core, the valuation of a software company is typically based on a multiple of earnings or revenue.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Lake Country Advisors

AUGUST 7, 2023

The current market conditions and economic landscape have created a fertile environment for business sales. Understanding Market Trends Analyzing recent market trends is essential when considering the sale of a business. Several trends have shaped the business sales environment in recent years.

Business 96

Business Sale Negotiation Broker 96

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell. Once a sale has been decided, the process to look for a new owner is pretty well established.

M&A 130

M&A Acquisitions Sale Investment 130

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. It's been a volatile ride since then, as the company navigates expansion in a competitive fast casual dining space, as well as a rich valuation that has some reluctant to chase into all-time highs. 2026 expected: 24.9%

IT 68

IT Portfolio Stock Investment 68

OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. s luxury-watch parts maker Acrotec Group, both of which carry potential valuations of more than $4 billion.

Private Equity 130

Private Equity Equities Mergers and Acquisitions M&A 130

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. Scaling a company’s sales & marketing by hiring more sales reps.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Periculum Capital

MARCH 11, 2022

SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). in its Sale to Fortis Home Health and Hospice, LLC. The post Periculum Advises Select Home Health Services, Inc.

Sale 52

Sale IT Healthcare Capital 52

CNBC: Investing

JUNE 16, 2025

Analyst Robert Moskow upgraded Celsius to buy from hold and raised his price target, saying an improvement in sales and a creative new direction from management has reinvigorated the energy drink company. His price target, hiked to $55 from $37, implies more than 30% upside from Friday's close of $41.16. 3 brand in the U.S.

Shares 75

Shares Stock Media Investment 75

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” I liked the valuation work and enjoyed meeting a few alumni bankers at firms like [Firm Names] , and I’m interested in working on the types of deals the alumni discussed.”

Investment Banking 111

Investment Banking Banking Bank Investment 111

iMerge Advisors

APRIL 14, 2025

For many founders, the sale of a company is the culmination of yearssometimes decadesof work. Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Be sure to consult a tax advisor familiar with your jurisdiction.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback. rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. If you’re familiar with bank accounting, valuation, and regulatory capital (i.e.,

Banking 123

Banking Bank Government Funds 123