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

Musings on Markets

If you want to check out which industry group a company falls into, please click on this file (a very large one that may take a while to download) for that detail. Standard Deviation in Equity/Firm Value 2. Book Value Multiples 3. The industry averages that I report are also provided using the regional breakdown above.

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

Musings on Markets

Market alpha Many of these corporate finance variables, such as the costs of equity and capital, debt ratios and accounting returns also find their way into my valuations, but I add a few variables that are more attuned to my valuation and pricing data needs as well. Standard Deviation in Equity/Firm Value 2. Book Value Multiples 3.

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