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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

Beta & Risk 1. Thus, when computing my accounting return on equity in January 2024, I will be dividing the earnings from the four quarters ending in September 2023 (trailing twelve month) by the book value of equity at the end of September 2022. Return on Equity 1. Debt Ratios & Fundamentals 1. Debt Details 1. Buybacks 2.

Dividends 106
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Data Update 5 for 2024: Profitability - The End Game for Business?

Musings on Markets

YouTube Video Datasets Profit Margins, by Industry ( US , Global) Accounting Returns and Excess Returns, by Industry ( US , Global ) Data Update Posts for 2024 Data Update 1 for 2024: The Data Speaks, but what is it saying? Data Update 2 for 2024: A Stock Comeback - Winning the Expectations Game!

Equity 82
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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.

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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

In data update 4 , I looked at movements in corporate default spreads during 2024. I am not a purist on this measure, and while I use betas in my computations, I am open to using alternate measures of relative equity risk. Relative Equity Risk : I stay with beta, notwithstanding the criticism of its effectiveness for two reasons.

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The Innovators 2024—Best Financial Innovation Labs

Global Finance

The sessions resulted in a clear list of objectives and follow-up actions that will be the starting point for the next Space Finance Lab, slated for late 2024. The Lisbon-based Beta-i helps new and established businesses grow by providing innovation services in acceleration, corporate innovation, and education.

Banking 52
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Lantheus to Acquire Life Molecular Imaging for an Upfront Payment of $350 Million to Accelerate Innovation for Patients in the Growing Alzheimer's Disease Radiodiagnostic Market

Benzinga

This transaction builds on Lantheus' June 2024 acquisition of the global rights to LMI's clinical-stage radiotherapeutic and radiodiagnostic pair, 177Lu-DOTA-RM2 and 68Ga-DOTA-RM2, which target gastrin-releasing peptide receptor (GRPR) for prostate, breast and other cancers. 13, 2025 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc.

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Marketplace Valuation: Beyond GMV to Real Value Creation

Equidam

Yet by 2024, DoorDash’s share price had fallen more than 60% from its peak, revealing a fundamental truth about marketplace valuation: GMV alone tells only part of the story. 2024-2025 Marketplace Valuation Trends Recent data reveals a marketplace funding environment that’s simultaneously challenging and selective.

B2B 45