Remove Beta Remove Liquidation Value Remove Marketability
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Marketplace Valuation: Beyond GMV to Real Value Creation

Equidam

The critical metrics include: Customer Acquisition Cost (CAC): The total cost to acquire a buyer or seller, including marketing, sales, and onboarding expenses. Lifetime Value (LTV): Lifetime Value (LTV) points to the expected economic value a buyer or supplier can generate on the platform over their lifetime.

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Data Update 6 for 2023: A Wake up call for the Indebted?

Musings on Markets

Note that this framework applies for all businesses, from the smallest, privately owned businesses, where debt takes the form of bank loans and even credit card borrowing and equity is owner savings, the largest publicly traded companies, where debt can be in the form of corporate bonds and equity is shares held by public market investors.

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