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Series 79: Collection, Analysis & Evaluation of Data
Series 79 practice questionmediumValuation Methods

In a sum-of-the-parts valuation, why might an industrial conglomerate be worth more in pieces than as a whole?

  1. ADifferent divisions may deserve different peer sets and multiples that are obscured inside a blended trading multiple✓ Correct answer
  2. BConglomerates cannot issue debt
  3. CTax rates disappear in a break-up analysis
  4. DOnly private companies can be valued by parts
Explanation

Why ADifferent divisions may deserve different peer sets and multiples that are obscured inside a blended trading multiple

Different divisions may deserve different peer sets and multiples that are obscured inside a blended trading multiple A blended public multiple can understate the value of a higher-growth or higher-margin segment buried inside a diversified company. Bankers use SOTP to reveal hidden value when businesses have distinct economics and investor audiences.

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