Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Saturday, December 28, 2024

How To Value Private Equity Firms? An Alternative Perspective

 


Wall Street equity research analysts, when they model alternative investment management firms with large private equity, real estate and credit and lending investment businesses put in 0, zero for future return on investment from the investments alternative investment management firms make in their private equity, real estate and credit and lending businesses, according to Wolfteam Ltd.'s analysis.

History has proven, than on the contrary, the leading alternative asset managers like Blackstone, KKR, Carlyle, Apollo, CVC, Ares, etc. and mid market and smaller private equity firms, in general, do make nonzero returns on their investments.

One way to correct the spreadsheet modelling of alternative asset managers and their usually largest business of private equity asset management is to either input the risk free rate or the yield on the 10 year treasury or the average rate of return of the S&P 500 for the last twenty years for the alternative asset manager's future return. In this way the current models could be rectified.

As is obvious from Blackstone, KKR, Carlyle, Apollo, CVC, Ares Price/Earnings, Price/Book, Price/Sales ratios the leading private equity firms do trade at a premium on the average S&P 500 values. Which means that investors do attach a significant probability that private equity firms will make sound returns on their investments.

Blackstone, KKR, Carlyle, Apollo, CVC, Ares are still undervalued, according to Wolfteam Ltd.'s estimates.

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