Value Equity Archives - Fundopedia

Alternative Investments…

Evaluating Gas Companies: Metrics That Matter

3 Dec 2025December 3, 2025

The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…

Patient Engagement in the Pharmaceutical Industry and Investor Perception

13 Oct 2023September 19, 2024

Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…

Valuation of Insurance Brokerages

27 Feb 2023September 19, 2024

Insurance brokers act as intermediaries between insurance companies and insurance buyers. Although insurance brokers perform many of the same functions as insurance agents, they differ in that they act in…

Value Discount

21 Feb 2022October 31, 2024

Value stocks outperformed through mid-February this year as investors repriced expensive growth stocks. Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies with…

Due Diligence…

A Stable-Growth Environment: Value is Likely to Perform Better

For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change…

Financial Modeling…

Valuation Multiples, BtM, Tobin’s q, and EM

10 Jul 2012March 31, 2025

Empirical studies indicate that value stocks have beaten the market over the long run, which are characterized by low multiples: price-to-earnings (P/E), price-to-book (P/B), enterprise value (EV), earnings before interest,…