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      Equity ValuationRemove Equity Valuation →

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      • October 2014
      • Case

      Grantham, Mayo, and Van Otterloo, 2012: Estimating the Equity Risk Premium (Abridged)

      By: Samuel Hanson, Erik Stafford and Luis Viceira
      Keywords: Equity Valuation; Investment Banking; Equity
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      Hanson, Samuel, Erik Stafford, and Luis Viceira. "Grantham, Mayo, and Van Otterloo, 2012: Estimating the Equity Risk Premium (Abridged)." Harvard Business School Case 215-025, October 2014.
      • August 2014 (Revised March 2015)
      • Case

      Molycorp: Issuing the 'Happy Meal' Securities (B)

      By: Benjamin C. Esty and E. Scott Mayfield
      Molycorp, the Western hemisphere's only producer of rare earth minerals, was in the middle of a $1 billion capital expansion in its effort to become a vertically integrated supplier of rare earth minerals, oxides, and metals. After reporting lower than expected... View Details
      Keywords: Convertible Debt; Uncertainty; Startup; Growth; Rare Earth Minerals; Mining; Hedge Funds; Short Selling; Equity Capital; Capital Structure; Financial Strategy; Valuation; Metals and Minerals; Equity; Capital; Debt Securities; Stock Shares; Financial Management; Mining Industry; Industrial Products Industry; Canada; California
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      Esty, Benjamin C., and E. Scott Mayfield. "Molycorp: Issuing the 'Happy Meal' Securities (B)." Harvard Business School Case 215-014, August 2014. (Revised March 2015.)
      • June 2014 (Revised May 2017)
      • Case

      Southeastern Asset Management Challenges Buyout at Dell

      By: Paul Healy, Suraj Srinivasan and Aldo Sesia
      In late 2012, Michael Dell wants to take Dell Inc., the company he founded, private. Mr. Dell believes that the successful company's transformation from a personal computer (PC) manufacturer to an enterprise solutions and services provider (ESS) is dependent on going... View Details
      Keywords: Leveraged Buyout Transaction; Leveraged Recapitalization; Management Buyout; Dell, Inc.; Hedge Fund; Corporate Governance Theory; Valuation; Valuation Ratios; Valuation Methodologies; Board Of Directors; Boards Of Directors; Carl Icahn; Computer Services Industries; Proxy Contest; Proxy Battles; Proxy Fight; Proxy Advisor; Financial Accounting; Financial Analysis; Financial Ratios; Finance; Corporate Accountability; Corporate Governance; Corporate Finance; Leveraged Buyouts; Computer Industry; United States
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      Healy, Paul, Suraj Srinivasan, and Aldo Sesia. "Southeastern Asset Management Challenges Buyout at Dell." Harvard Business School Case 114-015, June 2014. (Revised May 2017.)
      • March 2014 (Revised May 2014)
      • Teaching Note

      The TELUS Share Conversion Proposal

      By: Lucy White and Benjamin C. Esty
      On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general... View Details
      Keywords: Proxy Contest; Proxy Battle; Proxy Advisor; ISS; Glass Lewis & Co.; Hedge Fund; Short Selling; Share Lending; Telecommunications; Voting Rights; Empty Voting; Equity Decoupling; Share Unification; Dual Class Shares; Canada; Exchange Ratio; Shareholder Activism; Shareholder Votes; Investment Activism; Public Equity; Capital Structure; Investment Return; Corporate Governance; Corporate Finance; Ownership Stake; Business and Shareholder Relations; Valuation; Telecommunications Industry; Canada; British Columbia; United States; New York (city, NY)
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      White, Lucy, and Benjamin C. Esty. "The TELUS Share Conversion Proposal." Harvard Business School Teaching Note 214-003, March 2014. (Revised May 2014.)
      • October 2013 (Revised September 2014)
      • Case

      The TELUS Share Conversion Proposal

      By: Lucy White, Benjamin C. Esty and Lisa Mazzanti
      On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general... View Details
      Keywords: Proxy Contest; Proxy Battle; Proxy Advisor; ISS; Glass Lewis & Co.; Hedge Fund; Short Selling; Share Lending; Telecommunications; Voting Rights; Empty Voting; Equity Decoupling; Share Unification; Dual Class Shares; Canada; Exchange Ratio; Shareholder Activism; Shareholder Votes; Investment Activism; Public Equity; Capital Structure; Investment Return; Corporate Governance; Corporate Finance; Ownership Stake; Business and Shareholder Relations; Valuation; Telecommunications Industry; Canada; British Columbia; United States; New York (city, NY)
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      White, Lucy, Benjamin C. Esty, and Lisa Mazzanti. "The TELUS Share Conversion Proposal." Harvard Business School Case 214-001, October 2013. (Revised September 2014.)
      • October 2013
      • Supplement

      HgCapital and the Visma Transaction (A) Courseware

      By: Paul A. Gompers
      This courseware is to be used with HgCapital and the Visma Transaction (A), HBS No. 214018. View Details
      Keywords: Private Equity; Leveraged Buyouts; Management Buyout; Deal Structuring; Negotiations; Finance; Valuation; Europe
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      Gompers, Paul A. "HgCapital and the Visma Transaction (A) Courseware." Harvard Business School Spreadsheet Supplement 214-706, October 2013.
      • August 2013
      • Supplement

      HgCapital and the Visma Transaction (B-1): Nic Humphries

      By: Paul A. Gompers, Karol Misztal and Joris Van Gool
      Keywords: Private Equity; Leveraged Buyouts; Management Buyout; Deal Structuring; Negotiations; Finance; Valuation; Europe
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      Gompers, Paul A., Karol Misztal, and Joris Van Gool. "HgCapital and the Visma Transaction (B-1): Nic Humphries." Harvard Business School Supplement 214-019, August 2013.
      • August 2013
      • Supplement

      HgCapital and the Visma Transaction (B-2): Oystein Moan

      By: Paul A. Gompers, Karol Misztal and Joris Van Gool
      Keywords: Private Equity; Leveraged Buyouts; Management Buyout; Deal Structuring; Negotiations; Finance; Valuation; Europe
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      Gompers, Paul A., Karol Misztal, and Joris Van Gool. "HgCapital and the Visma Transaction (B-2): Oystein Moan." Harvard Business School Supplement 214-020, August 2013.
      • August 2013
      • Case

      HgCapital and the Visma Transaction (A)

      By: Paul A. Gompers, Karol Misztal and Joris Van Gool
      This case concerns the negotiations of a deal by HgCapital, a UK-based private equity firm, to buy Visma, ASA, a Norwegian software company. Visma has received an offer from Sage Group, a strategic acquirer. HgCapital must determine if it wants to bid and how to outbid... View Details
      Keywords: Management Buyout; Deal Structuring; Negotiations; Private Equity; Finance; Valuation; Leveraged Buyouts; Negotiation Deal; Negotiation; Strategy; Europe
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      Gompers, Paul A., Karol Misztal, and Joris Van Gool. "HgCapital and the Visma Transaction (A)." Harvard Business School Case 214-018, August 2013.
      • May 2013
      • Teaching Note

      Coca-Cola: Residual Income Valuation

      By: Suraj Srinivasan and Edward J. Riedl
      Teaching note for a case of the same title that introduces students to the residual income (also known as the abnormal earnings) valuation model using the firm Coca-Cola. Students are provided with the primary financial statements (through fiscal 2010) and forecast... View Details
      Keywords: Valuation; United States
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      Srinivasan, Suraj, and Edward J. Riedl. "Coca-Cola: Residual Income Valuation." Harvard Business School Teaching Note 113-065, May 2013.
      • Spring 2013
      • Article

      The Investment Strategies of Sovereign Wealth Funds

      By: Shai Bernstein, Josh Lerner and Antoinette Schoar
      This paper examines the direct private equity investment strategies across sovereign wealth funds (SWFs) and their relationship to the funds' organizational structures. SWFs seem to engage in a form of trend chasing, since they are more likely to invest at home when... View Details
      Keywords: Sovereign Finance; Strategy; Investment Funds
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      Bernstein, Shai, Josh Lerner, and Antoinette Schoar. "The Investment Strategies of Sovereign Wealth Funds." Journal of Economic Perspectives 27, no. 2 (Spring 2013): 219–238.
      • December 2012
      • Case

      Coca-Cola: Residual Income Valuation

      By: Suraj Srinivasan, Beiting Cheng and Edward J. Riedl
      The case illustrates the use of the residual income (also known as the abnormal earnings) valuation approach. Students are asked to provide a valuation of Coca-Cola Company using the residual income valuation methodology and understand how it maps into the discounted... View Details
      Keywords: Business Earnings; Valuation; Financial Statements; Equity; Food and Beverage Industry
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      Srinivasan, Suraj, Beiting Cheng, and Edward J. Riedl. "Coca-Cola: Residual Income Valuation." Harvard Business School Case 113-056, December 2012.
      • Article

      Agency Costs, Mispricing, and Ownership Structure

      By: Sergey Chernenko, C. Fritz Foley and Robin Greenwood
      Standard theories of corporate ownership assume that because markets are efficient, insiders ultimately bear all agency costs that they create and therefore have a strong incentive to minimize conflicts of interest with outside investors. We argue that if equity is... View Details
      Keywords: Business and Shareholder Relations; Ownership; Conflict of Interests; Investment; Valuation
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      Chernenko, Sergey, C. Fritz Foley, and Robin Greenwood. "Agency Costs, Mispricing, and Ownership Structure." Financial Management 41, no. 4 (Winter 2012): 885–914.
      • December 2012
      • Article

      How Much Is Sweat Equity Worth?

      By: Christopher Marquis and Joshua D. Margolis
      The article presents a case study of a business decision related to the valuing of sweat equity in a start-up business. One man starts a premium vodka business, bringing in his cousin at an early stage, but with no initial discussion of the eventual split of equity or... View Details
      Keywords: Valuation; Ownership Stake; Business Startups
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      Marquis, Christopher, and Joshua D. Margolis. "How Much Is Sweat Equity Worth?" R1212X. Harvard Business Review 90, no. 12 (December 2012).
      • October 2012 (Revised June 2015)
      • Case

      Grantham, Mayo, and Van Otterloo, 2012: Estimating the Equity Risk Premium

      By: Samuel Hanson, Erik Stafford and Luis Viceira
      Keywords: Equity Valuation; Investment Banking; Equity
      Citation
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      Hanson, Samuel, Erik Stafford, and Luis Viceira. "Grantham, Mayo, and Van Otterloo, 2012: Estimating the Equity Risk Premium." Harvard Business School Case 213-051, October 2012. (Revised June 2015.)
      • September 2012 (Revised June 2017)
      • Technical Note

      Private Equity Valuation in Emerging Markets

      By: Paul A. Gompers, Victoria Ivashina and Timothy Dore
      This note provides an opportunity to understand how private equity investors need to adapt to emerging markets. View Details
      Keywords: Finance; Private Equity; Valuation; Emerging Markets
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      Gompers, Paul A., Victoria Ivashina, and Timothy Dore. "Private Equity Valuation in Emerging Markets." Harvard Business School Technical Note 213-043, September 2012. (Revised June 2017.)
      • August 2012 (Revised July 2015)
      • Background Note

      A Note on Valuation in Private Equity

      By: Paul A. Gompers
      This note will provide an overview of valuation methodologies in private equity. View Details
      Keywords: Valuation; Valuation Methodologies; Private Equity; Leveraged Buyouts
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      Gompers, Paul A. "A Note on Valuation in Private Equity." Harvard Business School Background Note 213-034, August 2012. (Revised July 2015.)
      • August 2012
      • Course Overview Note

      Introduction to Private Equity Finance

      By: Paul A. Gompers and Paul A. Gompers
      This note will aid in introducing students to the Private Equity Finance course. View Details
      Keywords: Corporate Finance; Valuation; Financing; Capital Structure; Finance; Private Equity
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      Gompers, Paul A. "Introduction to Private Equity Finance." Harvard Business School Course Overview Note 213-033, August 2012.
      • 2012
      • Article

      Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs

      By: Mozaffar N. Khan, Leonid Kogan and George Serafeim
      In tests of the equity market timing theory of external finance, the prior literature has used overvaluation identifiers such as high market-to-book and high prior returns that are likely correlated with other determinants of SEOs. We use price pressure resulting from... View Details
      Keywords: Equity; Market Transactions; Valuation; Capital Structure; Market Timing; Mathematical Methods; Acquisition
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      Khan, Mozaffar N., Leonid Kogan, and George Serafeim. "Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs." Journal of Finance 67, no. 4 (August 2012): 1371–1395.
      • 2013
      • Working Paper

      FIN Around the World: The Contribution of Financing Activity to Profitability

      By: Russell Lundholm, George Serafeim and Gwen Yu
      We study how the availability of domestic credit influences the contribution that financing activities make to a firm's return on equity (ROE). Using a sample of 51,866 firms from 69 countries, we find that financing activities contribute more to a firm's ROE in... View Details
      Keywords: Domestic Credit; Return Of Equity; Corporate Performance; Financial Statement Analysis; Financial Statements; Valuation; Cost of Capital; Asset Pricing; Economic Growth
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      Lundholm, Russell, George Serafeim, and Gwen Yu. "FIN Around the World: The Contribution of Financing Activity to Profitability." Harvard Business School Working Paper, No. 13-011, July 2012. (Revised March 2014.)
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