Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. Calculate the Equity Value and the per-share Equity Value - this number would serve as the base case share price valuation.

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

CNBC: Investing

SEPTEMBER 13, 2023

CNBC Pro looked for stocks with both the largest valuation premium in the S&P 500 and that fewer than 50% of analysts covering them rate a buy.

S&P 114

S&P Stock Valuation 114

Deal Lawyers

APRIL 23, 2024

Despite a bit of a checkered reputation, non-SPAC reverse mergers are still a thing, and this excerpt from a recent WilmerHale memo (p. 14) says that there’s been an uptick in these deals and that, for some companies, they are an attractive alternative to an IPO: The trend of declining public company valuations (including a […]

IPO 124

IPO Mergers S&P Valuation 124

CNBC: Investing

JUNE 16, 2025

The firm upgraded the digital communications stock to buy from hold in a Sunday note, and increased its price target to $73 per share from $65, suggesting shares will rise 14% from Friday's $64.09 CSCO YTD mountain Cisco Systems stock in 2025.

Valuation 64

Valuation Trading Bank Banking 64

CNBC: Investing

JUNE 18, 2025

This has been coupled with poor relative strength to the S & P 500, suggesting a higher likelihood of a breakdown below $195, with a downside target near $170. 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

AUGUST 14, 2024

Savita Subramanian, the firm's head of U.S. equity and quantitative strategy, says valuations for the S&P 500 Equal Weight Index are compelling.

S&P 84

S&P Valuation Bank Banking 84

Sun Acquisitions

OCTOBER 13, 2023

Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company. Valuation techniques in M&A involve a comprehensive assessment of financial, operational, and market factors. Discounted Cash Flow (DCF) analysis is a commonly used income-based valuation technique.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. Today, we will delve into the intricate art and science of valuation, exploring its various components and purposes.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Sun Acquisitions

NOVEMBER 17, 2023

Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation M&A Mergers 59

CNBC: Investing

JULY 8, 2025

Its new price target of $259 implies more than 11% downside for the stock from Monday's close. "To us, upside to JPMorgan's share price from current levels over a multi-year period would seem to require a paradigm shift on how banks are valued," he added. JPM YTD mountain JPMorgan Chase stock in 2025.

Bank 74

Bank Banking Stock Universal Banks 74

CNBC: Investing

JULY 4, 2025

UBS' forecast calls for about 19% upside from Thursday's $232.10 And even as shares have outperformed the broader market over the past month, the analyst said that NXP's rally looks to have more life left, Bouvignies said. for the S & P 500.

Stock 107

Stock S&P Media Investment 107

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. The entire S & P 500 sells for 23 times forward P/E. The industry is just starting to outperform, as traders rotate into a sector that is starting to look cheap after lagging this year.

Stock 58

Stock S&P Healthcare Media 58

CNBC: Investing

MAY 30, 2024

Several stocks, including a mass-market beauty retailer and a major biotech company, may be selling at attractive valuations right now.

S&P 57

S&P Stock Valuation Retail 57

CNBC: Investing

MARCH 20, 2025

CNBC Pro used LSEG data to find widely-recommended companies in the S&P 500 that are cheap, based on where their stocks have changed hands in the past.

S&P 60

S&P Stock Valuation Trading 60

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes. as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

CNBC: Investing

JUNE 11, 2025

Here’s what analysts expect Published Wed, Jun 11 2025 1:22 PM EDT Updated Wed, Jun 11 2025 1:33 PM EDT Lisa Kailai Han @lisakailaihan WATCH LIVE Wall Street analysts are optimistic heading into Oracle's earnings release Wednesday after the bell. Strong bookings from OCI customers could continue to boost the company's fundamentals.

IT 99

IT S&P Stock Media 99

CNBC: Investing

JUNE 23, 2025

The broad market S & P 500 is up just 2% in 2025, which pales in comparison to the double-digit surges the benchmark saw in 2023 and 2024. After the S & P 500's big two-year run, it only makes sense that U.S. That represents nearly 27% upside from Friday's close.

Stock 62

Stock S&P Investment Portfolio 62

CNBC: Investing

JUNE 30, 2025

Investors heading into Monday's session were looking at financials as the sector outperforms. JPMorgan 2025 year-end outlook; how to play defense sector Joyce Chang of JPMorgan has a S & P 500 forecast of 6,000 implying a 4% pullback from current levels. Worldwide Exchange airs at 5 a.m. ET each day.)

S&P 80

S&P Stock Media Investment 80

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

TKO Miller

AUGUST 30, 2023

middle market valuation multiples and deal volume are down slightly through Q2 of 2023. The S&P 500 Index is up 16.5% this year through June 2023, but middle market valuations are down approximately 8% based on the TKO Miller analysis. Packaging Trends Q2 M&A Update U.S.

Middle Market 91

Middle Market Valuation S&P Debt 91

CNBC: Investing

JULY 10, 2025

The results of this weakness are that health care stocks are trading at a substantial discount, with the sector's 2025 forward price-to-earnings (P/E) ratio at 14 compared to a 10-year average of 18. The discount stems in part from weakness in some of the index's largest constituents. It has also underperformed by 23.7%

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Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. It’s important to remember that no key metric exists in a vacuum.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. It’s important to remember that no key metric exists in a vacuum.

M&A 52

M&A Valuation Economics Business 52

CNBC: Investing

JUNE 19, 2025

Placer.ai 's US Foot Traffic estimated visits rose 4.3% Anecdotally, Placer's results have tracked more closely than Bloomberg's to reported results in the handful of discretionary names I've been tracking recently. Similarweb's global web traffic visits declined 20.8%, compared to a 0.5%

S&P 72

S&P Sale Investment Stock 72

How2Exit

OCTOBER 6, 2022

Revenue Growth: While demonstrated revenue growth and a solid pipeline will lend itself to higher valuations, the quality of that revenue growth is also important. Gross Margin: Gross Margin is one of the most important lines on your P&L and is the way buyers measure how efficiently your MSP makes money.

Management 130

Management Valuation S&P Acquisitions 130

CNBC: Investing

JUNE 25, 2025

Yum has added more than 6% this year, outperforming a gain of less than 4% for the S & P 500. 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. Outside the U.S., "Within the 4.2%

S&P 74

S&P Media Stock Investment 74

CNBC: Investing

JUNE 9, 2025

The overwhelming positive sentiment from Wall Street has rewarded the company's decision to go public after a lengthy dry spell for IPOs. Here's what analysts at some of the biggest shops on Wall Street had to say on the IPO. Here's what analysts at some of the biggest shops on Wall Street had to say on the IPO.

IPO 62

IPO Trading IT Retail 62

CNBC: Investing

JUNE 25, 2025

She added that it has an attractive valuation, trading at approximately 10.5 "It is very well priced, while the rest of the S & P 500 is not. Any hit to commodity prices is going to be tough to pass through, you are going to have equities get hit and valuations come under pressure. ET each day.)

S&P 51

S&P Media Stock Investment 51

Mergers and Inquisitions

MAY 3, 2023

To be fair, in some industries – like commercial banks and insurance within FIG – the DDM is a core valuation methodology. In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. The post The Dividend Discount Model (DDM): The Black Sheep of Valuation?

Valuation 64

Valuation DCF Debt Financial Modeling 64

CNBC: Investing

JUNE 16, 2025

On Monday, the Dow Jones Industrial Average , S & P 500 and Nasdaq Composite all moved higher , after selling off on Friday amid concerns over Israel's airstrikes on Iran. "We think companies with consistent dividend growth are likely to provide strong defense if there's a growth scare," Parker wrote.

Stock 68

Stock S&P Portfolio Investment 68

Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

Investment 52

Investment Book-building Sale Business 52

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. The company's $1.2 below the industry average of 4.2

Trading 67

Trading S&P Portfolio Investment 67

How2Exit

MAY 19, 2025

He’s navigated both the boardrooms of Fortune 500 companies and the trenches of small business ownership—including launching a yoga franchise. You’re Not Fooling Anyone with Your Add-Backs – There’s a line between aggressive adjustments and devious manipulation. Sophisticated buyers will catch it.

Business 130

Business Book-building Professional Services S&P 130

Wall Street Mojo

JANUARY 17, 2024

A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.

Profitability 52

Profitability S&P Financial Statement Accountant 52