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Series 79: Collection, Analysis & Evaluation of Data
Series 79 practice questioneasyIndustry/Sector Analysis

Why can two companies in the same broad healthcare sector trade at very different EV/EBITDA multiples?

  1. ASubsector exposure, reimbursement risk, growth durability, and margin profile can differ materially✓ Correct answer
  2. BEnterprise value ignores business risk
  3. CHealthcare companies are all regulated identically
  4. DMultiples depend only on the number of employees
Explanation

Why ASubsector exposure, reimbursement risk, growth durability, and margin profile can differ materially

Subsector exposure, reimbursement risk, growth durability, and margin profile can differ materially Valuation differences reflect the market’s view of future cash flow quality and risk, not just sector labels. That is why peer selection requires more nuance than simply grouping by a top-level industry code.

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