Overview

"The second edition of Equity Asset Valuation provides well written, accessible, comprehensive coverage of important concepts in the valuation of firms and the claims against their cash flows. The topical coverage and rigor are well suited for practitioners or university students who want to learn more about equity valuation concepts and applications or who want a reliable reference book in this area. I highly recommend it."
Robert Parrino, Lamar Savings Centennial Professor of...
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Equity Asset Valuation

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Overview

"The second edition of Equity Asset Valuation provides well written, accessible, comprehensive coverage of important concepts in the valuation of firms and the claims against their cash flows. The topical coverage and rigor are well suited for practitioners or university students who want to learn more about equity valuation concepts and applications or who want a reliable reference book in this area. I highly recommend it."
Robert Parrino, Lamar Savings Centennial Professor of Finance, McCombs School of Business, The University of Texas at Austin

"Superior equity research requires more than insightful business analysis—it requires effective company valuation. This book provides a thorough introduction to asset valuation, offering a survey of tools, practice and application."
Scott Stewart, PhD, CFA, former Fidelity Fund Manager and Faculty Director of Boston University's Investment Management Program

"Equity Asset Valuation, Second Edition clearly explains the critical concepts and approaches to valuing stocks in a single, easily digestible book. It is sure to be useful to both students approaching the subject with relatively little experience and to more experienced practitioners looking to refresh knowledge and stay up to date. As is now typical of CFA publications, Equity Asset Valuation, Second Edition sets out a body of practical 'how to' knowledge, while at the same time drawing on and absorbing, when appropriate, more recent academic research and views. This is a very useful book."
Steve Christie, PhD, Associate Professor, Applied Finance Centre, Macquarie University

"Equity Asset Valuation, Second Edition is comprehensive, highly readable, and replete with useful examples. It is a must read for stock market professionals and serious students of investment decision making."
Stephen E. Wilcox, PhD, CFA, Professor of Finance and Department Chair, Minnesota State University

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Product Details

  • ISBN-13: 9780470579657
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 1/12/2010
  • Series: CFA Institute Investment Series , #27
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 2
  • Pages: 464
  • File size: 7 MB

Meet the Author

JERALD E. PINTO, PHD, CFA, is Director, Curri-culum Projects, in the Education Division at CFA Institute. Before coming to the CFA Institute in 2002, he consulted to corporations, foundations, and partnerships in investment planning, portfolio analysis, valuation, and quantitative analysis. Pinto also worked in the investment and banking industries in New York and taught finance at NYU's Stern School of Business. He holds an MBA from Baruch College, a PhD in finance from the Stern School, and is a member of CFA Virginia.

ELAINE HENRY, PHD, CFA, is an Assistant Professor of Accounting at the University of Miami, where she teaches courses in accounting, financial statement analysis, and valuation. After working in corporate finance at Lehman Brothers, strategy consulting at McKinsey & Company, and corporate banking at Citibank, she obtained a PhD from Rutgers University where she majored in accounting and minored in finance.

THOMAS R. ROBINSON, PHD, CFA, CPA, CFP, is Managing Director of the Education Division at CFA Institute. He joined the CFA Institute as head of educational content in 2007 from the University of Miami, where he was an associate professor of accounting and director of the Master of Professional Accounting Program. Robinson was also concurrently managing director of a private wealth investment advisory firm. He was active locally and nationally with CFA Institute prior to joining the staff.

JOHN D. STOWE, PHD, CFA, is O'Bleness Chair Professor of Finance at Ohio University. He previously served as Head of Curriculum Development and Director of Exam Development at the CFA Institute. Stowe has also been professor of finance and associate dean at the University of Missouri-Columbia, where he taught investments and corporate finance. Stowe has won several teaching awards and has published frequently in academic and professional journals in finance. He is also coauthor of a college-level textbook in corporate finance. Stowe earned his BA from Centenary College and his PhD in economics from the University of Houston. He obtained his CFA charter in 1995.

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Table of Contents

Foreword.

Acknowledgments.

Introduction.

CHAPTER 1 Equity Valuation: Applications and Processes.

Learning Outcomes.

1. Introduction.

2. Value Definitions and Valuation Applications.

3. The Valuation Process.

4. Communicating Valuation Results.

5. Summary.

Problems.

CHAPTER 2 Return Concepts.

Learning Outcomes.

1. Introduction.

2. Return Concepts.

3. The Equity Risk Premium.

4. The Required Return on Equity.

5. The Weighted Average Cost of Capital.

6. Discount Rate Selection in Relation to Cash Flows.

7. Summary.

CHAPTER 3 Discounted Dividend Valuation.

Learning Outcomes.

1. Introduction.

2. Present Value Models.

3. The Dividend Discount Model.

4. The Gordon Growth Model.

5. Multistage Dividend Discount Models.

6. The Financial Determinants of Growth Rates.

7. Summary.

CHAPTER 4 Free Cash Flow Valuation.

Learning Outcomes.

1. Introduction to Free Cash Flows.

2. FCFF and FCFE Valuation Approaches.

3. Forecasting Free Cash Flow.

4. Free Cash Flow Model Variations.

5. Nonoperating Assets and Firm Value.

6. Summary.

CHAPTER 5 Residual Income Valuation.

Learning Outcomes.

1. Introduction.

2. Residual Income.

3. The Residual Income Model.

4. Residual Income Valuation in Relation to Other Approaches.

5. Accounting and International Considerations.

6. Summary.

CHAPTER 6 Market-Based Valuation: Price and Enterprise Value Multiples.

Learning Outcomes.

1. Introduction.

2. Price and Enterprise Value Multiples in Valuation.

3. Price Multiples.

4. Enterprise Value Multiples.

5. International Considerations When Using Multiples.

6. Momentum Valuation Indicators.

7. Valuation Indicators: Issues in Practice.

8. Summary.

CHAPTER 7 Private Company Valuation.

Learning Outcomes.

1. Introduction.

2. The Scope of Private Company Valuation.

3. Defi nitions (Standards) of Value.

4. Private Company Valuation Approaches.

5. Summary .

Glossary.

References.

About the Authors.

About the CFA Program.

Index.

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