PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits. However your fund is structured, the importance of proper valuation and allocation cannot be overstated, as an improperly done appraisal can cause you millions in unanticipated tax liabilities.

Valuation

Focus Investment Banking

MAY 29, 2025

Focus on Profitability and Growth : These two factors drive the highest valuations. Clean Up the Financials : Ensure financial statements are accurate, organized, and easy to explain. Remove personal expenses from business operations, or at least clearly separate them to facilitate buyer diligence.

Manufacturing

iMerge Advisors

APRIL 9, 2025

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

Valuation

Focus Investment Banking

MARCH 10, 2025

Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. These are called addbacks, and are extremely important to valuation. Address Legal/Compliance Lingering issuestaxes, labor rules, or lawsuitscan minimize probability of deal close, extend timelines, lower valuation, etc.

Investment

Lake Country Advisors

JUNE 24, 2025

Financial metrics give them a clear picture of your company’s stability, scalability, and profitability when you are selling your business. It’s not just about profit; they’re looking for patterns, trends, and financial discipline. Buyers often use EBITDA as a core factor in their valuation model.

Business

How2Exit

MARCH 10, 2025

The Power of Virtual Rollups – Richmond discusses his success with virtual rollups, where companies in similar industries collaborate, scale, and eventually exit together for higher valuations. He avoids businesses that are overly reliant on government contracts or struggling to maintain profitability. The Fastest Way to Exit?

Business

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.

Private Equity

MergersCorp M&A International

NOVEMBER 16, 2024

As one of the top leagues in the world, Serie A has a storied history and a dedicated fan base, making its clubs valuable assets not only in terms of their sporting prowess but also their potential for growth and profitability.

M&A

CNBC: Investing

JUNE 28, 2025

"We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. We expect this to translate to scaling profitability growth and free cash flow generation." The firm said Roku has a plethora of streaming growth opportunities, leaving it well positioned in the second half.

Stock

CNBC: Investing

JULY 8, 2025

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. JPM YTD mountain JPMorgan Chase stock in 2025.

Stock

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

Middle Market

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. For guidance, see our article on Website Valuation and Discretionary Earnings.

Valuation

CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation.

Trading

CNBC: Investing

JULY 10, 2025

He's optimistic on the company's broadening customer base, product leadership and rapid new releases as well as its attractive valuation that he thinks can drive stock outperformance in the medium term. Chipmaker Broadcom should drive outsized market share in custom silicon for hyperscalers, Schneider said.

Stock

How2Exit

DECEMBER 2, 2024

His hands-on experience in acquiring and rolling up businesses into profitable entities reflects his commitment and expertise in driving shareholder value. Industry Focus : Jamie targets service-based industries, especially those with recurring revenue models, to maximize long-term business valuation.

Business

Lake Country Advisors

JUNE 11, 2025

What your company does, how it earns revenue, and the type of assets or obligations it holds will influence which deal format is more practical and more profitable. Consider the Type of Business You’re Selling Not every business fits neatly into one sales structure.

Sale

CNBC: Investing

JULY 30, 2025

Fundamentals MU trades at a compelling valuation relative to industry peers, supported by exceptional growth prospects and strong profitability metrics, enhancing its attractiveness. Forward PE ratio: 9.2x vs. industry average 26.9x Expected earnings per share growth: 105.9% vs. industry average 18.1% Expected revenue growth: 26.8%

S&P

CNBC: Investing

JUNE 16, 2025

More In Analyst Calls Citi recommends these rare stocks that will show profitability gains this year Pia Singh an hour ago Buy Cisco as it trades at an 'undemanding' valuation, says Deutsche Bank Brian Evans 3 hours ago Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation Brian Evans 3 hours ago Read More Subscribe (..)

Retail

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. Exit opportunities are mostly to other internal groups at the company; moving into deal or investment-based roles is possible but not necessarily likely.

Corporate Finance

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. Evaluating a business thoroughly before making this decision is critical.

Business

CNBC: Investing

JULY 13, 2025

These short ideas identify companies that JPMorgan analysts believe will see a decline in share price, giving investors an opportunity to profit from those downturns. "Reduced EV subsidies threaten already marginal profitability (EBIT margin below GM & Ford).

S&P

Financial Times - Banking

JULY 29, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Gunman (..)

Investment Banking

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. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x

Retail

CNBC: Investing

JUNE 17, 2025

More In Analyst Calls UBS says one retail stock may benefit from China tariffs and could rise as much as 80% as a result Brian Evans 5 hours ago Citi recommends these rare stocks that will show profitability gains this year Pia Singh Buy Cisco as it trades at an 'undemanding' valuation, says Deutsche Bank Brian Evans Read More Subscribe to (..)

Retail

CNBC: Investing

JULY 14, 2025

Meanwhile, nCino's management is also confident it can achieve the so-called "Rule of 40," or have a combined revenue growth rate and profit margin that exceeds 40%. inflect growth rates closer to pre-reset levels) are able to fully recapture valuation (at pre-reset level)."

Stock

Mergers and Inquisitions

APRIL 16, 2025

Tariffs tend to reduce companies margins and cash flows and produce higher Discount Rates , meaning that valuations fall. As it stands, tariffs will destroy small and mid-sized businesses dependent on foreign production/sourcing while only making a minor dent in Apples profits. I guess traders and restructuring bankers might benefit?

Valuation

Focus Investment Banking

JANUARY 10, 2025

And in a lot of cases, these are very profitable services, but that specialization is going to lead to massive efficiencies throughout your organization. All of this combines to lead toward perhaps the biggest benefit of specialization or maybe the second biggest benefit behind proper and safe repairs and that is increased profitability.

Private Equity

Focus Investment Banking

JULY 30, 2025

Whether your goal is to sell in six months or six years, the groundwork you lay today will directly impact your company’s valuation, deal terms, and post-close success. Value Insight: A company with an experienced team and minimal owner dependence can add 1–2 turns of EBITDA to valuation. Key steps to prepare: Clean up your financials.

Manufacturing

CNBC: Investing

JULY 8, 2025

"However, we believe that the re-positioning of the company as a vertical data center provider changes the valuation structure. "[W]e'd like to see more customer diversification and progress on profitability." As such, we view shares as fairly valued."

IPO

CNBC: Investing

JUNE 19, 2025

Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). in either direction and likely still see profits without risking substantial losses in the event the stock is little changed post-earnings. Long-term margin recovery depends on full-price DTC and innovation. (1 Buy NKE Oct.

S&P

CNBC: Investing

JUNE 17, 2025

More In Analyst Calls Truist says this internet retailer's revenue is tracking above expectations so investors should buy the dip Lisa Kailai Han 3 hours ago Citi recommends these rare stocks that will show profitability gains this year Pia Singh Buy Cisco as it trades at an 'undemanding' valuation, says Deutsche Bank Brian Evans Read (..)

Retail

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. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading

CNBC: Investing

JUNE 16, 2025

The screen does not include valuation since stocks that experience multiple contraction before corrections perform the worst during the corrections, he said. In May, Eli Lilly reported an earnings and revenue beat for its first quarter, but it lowered its full-year profit guidance because of charges related to a cancer treatment deal.

Stock

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. This comes as shares surged more than 9% in the premarket Friday after Nike beat analysts' expectations on the top and bottom lines.

Shares

CNBC: Investing

JUNE 9, 2025

CrowdStrike reported Tuesday where revenue inline with estimates and a better-than-expected profit, but guidance that was below expectations. But Bernstein downgraded CrowdStrike on Friday to market perform from outperform, citing valuation concerns. CrowdStrike trades at roughly 123 times forward earnings.

Trading

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.

Trading

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. We think the market is over extrapolating the amount of profitability and growth in the GLP-1 drugs, which Eli Lilly, of course, is, you know, the the poster child for today." market strategist for Morningstar.

Stock