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  • All HBS Web  (1,554)
    • News  (103)
    • Research  (1,303)
    • Events  (3)
    • Multimedia  (6)
  • Faculty Publications  (1,135)
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  • March 2001
  • Background Note

Valuing the Option Component of Debt and Its Relevance to DCF-Based Valuation Methods

The flows-to-equity or equity cash flows valuation method is a discounted cash flow method used to estimate the equity portion of the capital structure. It is closely related to the venture capital/buyout valuation method, which estimates the IRR of the stream of cash... View Details
Keywords: Cash Flow; Valuation; Equity
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Meulbroek, Lisa K. "Valuing the Option Component of Debt and Its Relevance to DCF-Based Valuation Methods." Harvard Business School Background Note 201-110, March 2001.
  • April 2024 (Revised May 2024)
  • Exercise

Creating Value at ForgeCo with McKinsey's Valuation Approach

By: Jonas Heese, Tim Koller and Susan Nolen Foushee
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Heese, Jonas, Tim Koller, and Susan Nolen Foushee. "Creating Value at ForgeCo with McKinsey's Valuation Approach." Harvard Business School Exercise 124-095, April 2024. (Revised May 2024.)
  • March 2018
  • Supplement

Hatch Startup Equity Valuation exercise for Instructor Use

By: Christopher Stanton and Shikhar Ghosh
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Stanton, Christopher, and Shikhar Ghosh. "Hatch Startup Equity Valuation exercise for Instructor Use." Harvard Business School Spreadsheet Supplement 818-705, March 2018.
  • February 2016
  • Supplement

The Valuation and Financing of Lady M Confections Case Supplement

By: Mihir Desai
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Desai, Mihir. "The Valuation and Financing of Lady M Confections Case Supplement." Harvard Business School Spreadsheet Supplement 216-706, February 2016.
  • 1997
  • Book

Environment, Ethics, and Behavior: The Psychology of Environmental Valuation and Degradation

By: M. H. Bazerman, D. M. Messick, A. E. Tenbrunsel and K. A. Wade-Benzoni
Keywords: Ethics; Environmental Sustainability; Valuation
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Bazerman, M. H., D. M. Messick, A. E. Tenbrunsel and K. A. Wade-Benzoni, eds. Environment, Ethics, and Behavior: The Psychology of Environmental Valuation and Degradation. San Francisco: New Lexington Press, 1997.
  • July 2003
  • Teaching Note

Texas High-Speed Rail Corporation: FCF vs. ECF Valuation (TN)

By: Benjamin C. Esty and Timothy A. Luehrman
Teaching Note for (9-293-072). View Details
Keywords: Rail Industry; Texas
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Esty, Benjamin C., and Timothy A. Luehrman. "Texas High-Speed Rail Corporation: FCF vs. ECF Valuation (TN)." Harvard Business School Teaching Note 204-051, July 2003.
  • May – June 1997
  • Article

What's it Worth? A General Manager's Guide to Valuation

By: Timothy A. Luehrman
Keywords: Management; Valuation
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Luehrman, Timothy A. "What's it Worth? A General Manager's Guide to Valuation." Harvard Business Review 75, no. 3 (May–June 1997): 132–142.
  • Article

The Valuation of Cash Flow Forecasts: An Empirical Analysis

By: S. N. Kaplan and R. S. Ruback
Keywords: Valuation; Cash Flow; Forecasting and Prediction; Theory
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Kaplan, S. N., and R. S. Ruback. "The Valuation of Cash Flow Forecasts: An Empirical Analysis." Journal of Finance 50, no. 4 (September 1995).
  • April 2010
  • Teaching Note

Groupe Ariel S.A.: Parity Conditions and Cross-Border Valuation (Brief Case)

By: Timothy A. Luehrman and James Quinn
Teaching Note for 4194 View Details
Keywords: Exchange Rates; Securities Analysis; Project Evaluation; Debt Securities; Analysis; Currency Exchange Rate; Performance Evaluation; Projects; Capital Budgeting
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Luehrman, Timothy A., and James Quinn. "Groupe Ariel S.A.: Parity Conditions and Cross-Border Valuation (Brief Case)." Harvard Business School Teaching Note 104-195, April 2010.
  • December 2003
  • Supplement

Deferred Taxes and the Valuation Allowance at Lucent Technologies, Inc. (A)

By: David F. Hawkins
Keywords: Taxation; Valuation; Information Technology Industry
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Hawkins, David F. "Deferred Taxes and the Valuation Allowance at Lucent Technologies, Inc. (A)." Harvard Business School Spreadsheet Supplement 104-703, December 2003.
  • April 2013
  • Supplement

The Congressional Oversight Panel's Valuation of the TARP Warrants (A) (CW)

By: Carliss Y. Baldwin
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Baldwin, Carliss Y. "The Congressional Oversight Panel's Valuation of the TARP Warrants (A) (CW)." Harvard Business School Spreadsheet Supplement 213-704, April 2013.
  • June 2003 (Revised August 2005)
  • Case

Deferred Taxes and the Valuation Allowance at Lucent Technologies, Inc. (B)

Supplements the (A) case. View Details
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Miller, Gregory S., and Jacob Cohen. "Deferred Taxes and the Valuation Allowance at Lucent Technologies, Inc. (B)." Harvard Business School Case 103-069, June 2003. (Revised August 2005.)
  • September 2022
  • Article

A Spanner in the Works: Category-Spanning Entrants and Audience Valuation of Incumbents

By: Rory M. McDonald and Ryan T. Allen
Previous work has examined how audiences evaluate category-spanning organizations, but little is known about how their entrance affects evaluations of other, proximate organizations. We posit that the emergence of category-spanning entrants signals the advent of an... View Details
Keywords: Emerging Industries; Industry Dynamics; Organization And Management Theory; Technology Strategy; Technology And Innovation Management; Entrepreneurship; Information Technology; Strategy; Management; Theory; Innovation and Management
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McDonald, Rory M., and Ryan T. Allen. "A Spanner in the Works: Category-Spanning Entrants and Audience Valuation of Incumbents." Strategy Science 7, no. 6 (September 2022): 190–209.
  • December 2017 (Revised November 2018)
  • Case

Tesla Motors (A): Financing Growth

By: Stuart C. Gilson and Sarah L. Abbott
The case analyzes the equity market value of Tesla Motors, the electric car company founded and led by Elon Musk. Wall Street analysts are wildly divided on the future growth prospects for this company, and analysts’ one year share price targets range from $160 to... View Details
Keywords: Valuation Methodologies; Investing; Equities; Public Equity; Finance; Valuation; Equity; Auto Industry; Energy Industry; United States
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Gilson, Stuart C., and Sarah L. Abbott. "Tesla: Financing Growth." Harvard Business School Case 218-033, December 2017. (Revised November 2018.)
  • October 2012
  • Case

Lin TV Corp

By: David Scharfstein, Erik Stafford and Joel Heilprin
This case considers the valuation of Lin TV, a publicly-traded company with 30 TV stations. The case highlights how a change in operating strategy can enhance the firm's value, and considers the effect of consolidation within the industry on firm value. View Details
Keywords: Valuation; Acquisitions; Synergy; Broadcasting; Entertainment; Entertainment and Recreation Industry; North and Central America
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Scharfstein, David, Erik Stafford, and Joel Heilprin. "Lin TV Corp." Harvard Business School Case 213-065, October 2012.
  • June 2001
  • Supplement

Privatization of Anatolia National Telekom, The: Note on Valuation of Privatizing Enterprises in Emerging Markets

Anatolia National Telekom is a multiparty negotiation simulation patterned after the Turkish government's aborted attempt to privatize its state-owned telecommunications monopoly, Turk Telekom, in late 1997. Provides participants with an opportunity to identify and... View Details
Keywords: Negotiation; Privatization; Emerging Markets; State Ownership; Telecommunications Industry; Turkey
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Watkins, Michael D., Banu Ozcan, Burkhard Schrage, and Paul Vaaler. "Privatization of Anatolia National Telekom, The: Note on Valuation of Privatizing Enterprises in Emerging Markets." Harvard Business School Supplement 801-438, June 2001.
  • October 2007
  • Article

The Influence of Financial Statement Recognition and Analyst Coverage on the Market's Valuation of R&D Capital

By: Michael D. Kimbrough
Statement of Financial Accounting Standards 141 (SFAS No. 141)'s requirement that an acquirer in a business combination estimate the fair value of the target's separately identifiable assets and liabilities (including research and development capital) provides a rare... View Details
Keywords: Information; Value Creation; Fair Value Accounting; Research and Development; Financial Statements; Capital
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Kimbrough, Michael D. "The Influence of Financial Statement Recognition and Analyst Coverage on the Market's Valuation of R&D Capital." Accounting Review 82, no. 5 (October 2007): 1195–1225.
  • February 2003 (Revised March 2011)
  • Background Note

Between a Rock and a Hard Place: Valuation and Distribution in Private Equity

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Introduces the issues attendant to valuing privately held portfolios and distributing thinly traded stock. Although they have existed since the beginning of the formal venture capital industry, they have received increasing amounts of attention as the money invested in... View Details
Keywords: Venture Capital; Private Equity; Stocks; Investment Portfolio; Valuation; Financial Services Industry
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Between a Rock and a Hard Place: Valuation and Distribution in Private Equity." Harvard Business School Background Note 803-161, February 2003. (Revised March 2011.)
  • 2020
  • Working Paper

An Executive Order Worth $100 Billion: The Impact of an Immigration Ban's Announcement on Fortune 500 Firms' Valuation

By: Dany Bahar, Prithwiraj Choudhury and Britta Glennon
On June 22, 2020, President Trump issued an Executive Order (EO) that suspended new work visas, barring nearly 200,000 foreign workers and their dependents from entering the United States and preventing American companies from hiring skilled immigrants using H-1B or L1... View Details
Keywords: Visa; Foreign Workers; Fortune 500; Immigration; Policy; System Shocks; Business Ventures; Valuation
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Bahar, Dany, Prithwiraj Choudhury, and Britta Glennon. "An Executive Order Worth $100 Billion: The Impact of an Immigration Ban's Announcement on Fortune 500 Firms' Valuation." Harvard Business School Working Paper, No. 21-055, October 2020.
  • August 2020
  • Technical Note

Discounted Cash Flows (DCF) Valuation Methods and Their Application in Private Equity

By: Victoria Ivashina
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Ivashina, Victoria. "Discounted Cash Flows (DCF) Valuation Methods and Their Application in Private Equity." Harvard Business School Technical Note 221-012, August 2020.
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