The Motley Fool

JULY 6, 2023

The widely followed founder, CEO, and chief investment officer of Ark Invest aggressively added to her exchange-traded funds' portfolios on Wednesday after the markets reopened from their observance of Independence Day. billion market cap, gives it a reasonable $709 million in enterprise value.

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The Motley Fool

DECEMBER 15, 2023

That's more than 40% of MicroStrategy's current enterprise value of $9.4 However, its rising BTC impairment charges also caused it to stay unprofitable over the past three years, while its issuing of fresh debt to fund its BTC purchases boosted its debt-to-equity ratio to 3.0. And with an enterprise value of $2.9

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Private Equity Professional

NOVEMBER 20, 2023

Shorehill Capital has held a final, oversubscribed closing of its second fund, Shorehill Private Equity II LP, with $260 million in capital commitments, exceeding its $250 million target.

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The Motley Fool

OCTOBER 8, 2023

The pandemic overhang Improving operations is good, but below you can see that Carnival's enterprise value (market cap plus debt) is still about the same as it was before the pandemic. CCL Enterprise Value data by YCharts However, it's worth noting that Carnival didn't generate $2.4 billion last quarter.

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The Motley Fool

OCTOBER 15, 2024

MicroStrategy's Bitcoin holdings now account for 30% of its enterprise value of $46.9 That rally would boost the value of its current Bitcoin holdings to $2.94 Marathon sells its own Bitcoin holdings to fund its operations, but it still held 26,842 bitcoins, worth about $1.7 That's 35% of its enterprise value of $4.83

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The Motley Fool

NOVEMBER 12, 2024

Inflation and elevated interest rates made hydrogen projects more expensive to fund and even less appealing. With an enterprise value of $2.67 With an enterprise value of $338 million, Nikola's stock looks dirt cheap at roughly 1 time next year's sales. Image source: Getty Images. times next year's sales.

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The Motley Fool

JANUARY 9, 2024

With an enterprise value of $810 million, its stock might seem cheap at three times its 2024 sales, but its ongoing production issues could make it difficult for it to match those estimates. With an enterprise value of $6.7 In other words, Nikola's near-term survival isn't guaranteed.

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Private Equity Professional

OCTOBER 29, 2024

Nautic Partners has announced the close of its latest fund, Nautic Partners XI LP (“Fund XI”), with $4.5 Fund XI marks the firm’s largest fund to date, continuing the momentum from Nautic Partners X LP , which closed in 2021 with $3.0 Nautic used Evercore Private Funds Group as its Fund XI placement agent.

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The Motley Fool

NOVEMBER 24, 2023

As for the cost of acquiring Sierra Wireless, Semtech paid an enterprise value of $1.2 In October, management noted it sold another $250 million of convertible debt to help fund operations. times enterprise value to trailing 12-month revenue, about half of how it was valued a few years ago.

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The Motley Fool

JUNE 20, 2023

At its peak, UiPath had an enterprise value of $41.3 But today, UiPath only trades at about $19 per share, with an enterprise value of $8.8 The robotic process automation (RPA) software developer priced its stock at $56, but it closed at $69 on its first day and rallied to its all-time high of $85.12 on May 24, 2021.

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Private Equity Professional

OCTOBER 1, 2024

OceanSound Partners has held an oversubscribed, hard cap, and final close of OceanSound Partners Fund II LP with $1.5 Fund II closed at its revised hard cap and substantially above its original hard cap of $1.3 billion, and above its $780 million first fund which closed in February 2022. billion of capital commitments.

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The Motley Fool

JANUARY 20, 2024

At its peak, its enterprise value reached $70 billion -- or 25 times the revenue it would go on to generate in 2021. Today, Twilio's stock trades at about $72 with an enterprise value of $10 billion -- which is just over 2 times the sales it's expected to generate in 2024.

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The Motley Fool

FEBRUARY 6, 2024

Ark's largest exchange-traded fund is down 14%, a sharp contrast to the modest ascent by the general market. The shares are trading at an enterprise value that is a reasonable 2.5 Coinbase Global A big reason for Wood's funds performing so badly early in 2024 is that her top holdings are reeling. times trailing revenue.

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Private Equity Insights

JULY 14, 2023

Alpine Investors, a Certified B Corp private equity firm focused on investments in software and services companies, has completed fundraising for Alpine Investors IX (Fund IX) at the fund’s hard cap of $4.5bn in limited partner capital commitments. Fund IX, which had an initial fundraising target of $3.75bn, was oversubscribed.

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The Motley Fool

SEPTEMBER 12, 2024

For example, the utility achieved strong growth in its funds from operations (FFO) for the 12 months ending June 30. Its Chubb fire & security business was sold for an enterprise value of $3.1 Honeywell bought Carrier's global access solutions for an enterprise value of $4.95 Its FFO of $6.39 billion is an 11.5%

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Private Equity Professional

MAY 30, 2024

Riata Capital Group (RCG) has closed its second fund, RCG Equity Fund II LP, above its hard cap with capital commitments of $285 million.

Enterprise Values 100

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Private Equity Professional

MAY 14, 2024

Fundraising for Fund IV began in January 2024. Vance Street, headquartered near Los Angeles in Pacific Palisades, makes control investments in North American-based companies with enterprise values of $30 million… This content is for members only. Visit the site and log in/register to read.

Enterprise Values 100

Enterprise Values Funds Capital Companies 100

The Motley Fool

NOVEMBER 28, 2023

That means the business is well funded for the near term -- potentially the next four to six quarters. Valuing both stocks on their enterprise value versus their revenue, the market is paying a hefty premium for Tesla stock over Rivian. TSLA EV to revenue (forward) data by YCharts; EV = enterprise value.

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Private Equity Insights

NOVEMBER 2, 2023

Charlesbank Capital Partners is aiming to raise $1.25bn for its third opportunistic credit fund, looking to invest in new corporate loans as well as to purchase them from other private credit shops to take advantage of market dislocations. The fund has already deployed $900m, according to one of the people.

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The Motley Fool

MAY 15, 2024

However, Chevron is by far the largest, with a nearly $320 billion enterprise value compared to Occidental's at over $80 billion. billion of new debt to fund the transaction, in addition to assuming $1.2 The company's strategy of using debt to fund a deal is worth noting because it has backfired in the past.

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The Motley Fool

JULY 21, 2024

As the chart shows, performance for the Russell 2000 is quickly perking up, with the corresponding exchange-traded fund (ETF) jumping 13% in just the past month. Driven Brands has an enterprise value of $5 billion (for the record, this is technically a mid-cap stock, not a small-cap stock). It may have been a timely bet.

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Enterprise Values Exchange-Traded Funds Debt Investing 246

Private Equity Insights

SEPTEMBER 28, 2023

The British investor has closed its second fund Origin II at 750m euros. This means that the new fund exceeds its predecessor Origin I, which was closed in 2021 and is worth 458m euros, by around 65 percent, as Oakley announced. Oakley’s Origin fund generation is aimed at small and medium-sized companies in the mid-market sector.

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The Motley Fool

NOVEMBER 19, 2024

billion and a market value of $24.5 MicroStrategy's Bitcoin portfolio is equal to about a third of the company's enterprise value of $73.3 It's also taking on a lot more debt and issuing more shares to fund those purchases. 10, 2024, its holdings had grown to 279,420 Bitcoins with an overall purchase price of $11.9

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Private Equity Insights

NOVEMBER 15, 2023

L Squared Capital Partners (“L Squared” or “the Firm”) is thrilled to announce that it recently held the final closing for its fourth private equity fund (“Fund IV”), at $840m. L Squared fully committed its $505m third fund earlier this year with the investment in ERA Industries.

Capital 130

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The Motley Fool

APRIL 16, 2024

There aren't many fund managers as widely followed as Cathie Wood. Wood also happens to publish the daily transactions made for Ark's exchange-traded funds, giving investors a glimpse into her investing strategy. Blade sees value in its stock, announcing a $20 million share buyback a week after its poorly received financial update.

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The Motley Fool

MAY 16, 2024

Consequently, some small-cap stocks are currently trading at negative enterprise values -- a rare occurrence. Identifying potential winners Here are four small-cap value stocks that could rebound sharply in response to rate cuts later in 2024 or early 2025. After all, small caps are known for their extreme volatility at times.

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Exchange-Traded Funds Enterprise Values Finance Financing 246

Private Equity Insights

JULY 17, 2023

The firm announced its official entrance into the market, fortified by a funding injection of up to $100m provided by private equity firm, Altamont Capital Partners. read more Altamont bolsters new reinsurance broker Augment with $100m Funding The firm announced its official entrance into the market, fortified by a funding injection of up.

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Private Equity Firms Private Equity Firms Funds Enterprise Values 130

Private Equity Wire

JULY 25, 2024

Fund III will work with founders and management teams across Europe in B2B software and services businesses. Volpi typically invests €25m-100m of equity in companies with enterprise values between €50m and €200m. Fund III has already invested in three businesses: Xalient, Cyclomedia, and Yaveon.

Capital 97

Capital Enterprise Values Funds Capital Investments 97

The Motley Fool

OCTOBER 7, 2024

However, at the end of the second quarter, the value of the average funded account on Robinhood Markets was only $5,773, so smaller retail investors are still scooping up a lot of stocks. That's 37% of the company's enterprise value of $37.2 As of July 31, MicroStrategy held a whopping 226,500 Bitcoins.

Enterprise Values 242

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Private Equity Wire

FEBRUARY 1, 2024

TJC, a middle-market private equity firm investing primarily in North American businesses, has held the final closing of Resolute Fund VI (Resolute VI), with total capital commitments of $6.85m, an amount significantly above its initial $6bn hard cap.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Pension Funds Enterprise Values 97

The Motley Fool

SEPTEMBER 1, 2023

The good news for the co-founder CEO of the Ark Invest family of exchange-traded funds (ETFs) is that her largest fund -- with more than $9 billion in assets -- is rolling in 2023. With a strong net-cash position on its balance sheet, Intellia's enterprise value drops down to $2.4 billion market cap.

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Exchange-Traded Funds Enterprise Values Stakes Assets 246

Private Equity Wire

FEBRUARY 12, 2024

Epiris, a private equity firm that targets control positions in UK-headquartered businesses with an enterprise value of between £75m and £500m, has held the final close of Epiris Fund III with total capital commitments of £1.044bn.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

The Motley Fool

MARCH 28, 2024

The company's debt and share dilution will likely continue, as Microstrategy recently announced two convertible notes at $800 million and $600 million to fund its latest Bitcoin spending spree. That's because, as of this writing, the company has an enterprise value (market capitalization plus net debt) of $34.8

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The Motley Fool

NOVEMBER 26, 2024

The trust owns almost 29 million shares of the company, valued around $12 billion. The trust sold almost 6 million shares (about 17% of its previous holdings) during the third quarter to help fund its operations. Those sales may have been well-timed, as Microsoft shares hit an all-time high in July.

Portfolios 245

Portfolios Investing Enterprise Values Earnings Before Interest 245

Private Equity Wire

OCTOBER 3, 2024

OceanSound Partners (OceanSound), a growth-oriented PE firm that invests in technology and technology-enabled services companies serving government and highly regulated end markets, has held the final close of its second fund, OceanSound Partners Fund II, at $1.49bn.

Funds 98

Funds Enterprise Values Consulting Consultants 98

The Motley Fool

JANUARY 3, 2024

Cathie Wood kicked off the new trading year with three fresh purchases for her Ark Invest family of exchange-traded funds. Time is on its side, given its cash-rich balance sheet that pushes its enterprise value down to $1.8 Arrr , anyone?) Recursion is years away from profitability and generating meaningful revenue.

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Exchange-Traded Funds Enterprise Values Leveraging Stakes 246

The Motley Fool

FEBRUARY 6, 2024

At the same time, China's so-called "national team" of largely state-controlled investment funds is said to be planning to buy more shares of Chinese companies in an effort to prop up stock prices. billion in net cash, this stock already sells for an enterprise-value-to-free-cash-flow ratio of only 6.4, And this makes sense.

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Enterprise Values Stock Market Stock Market Debt 246