Size Premium #2: How to incorporate the impact of size into a valuation.

[15 minute read] [July 2023] Our first article addressed the merits of adjusting the discount rate to account for a size premium.  We caution against this approach. The justification for a size premium is essentially based on evidence that smaller firms have earned higher returns.  In reality, this empirical evidence is mixed, with measured size… Continue reading Size Premium #2: How to incorporate the impact of size into a valuation.