Tuesday, February 22, 2011

Required Return Estimate Factors: control premium

Exhibit: Required Return Estimate Factors
Risk-free rate3.5%
Equity risk premium4.0%
Small size premium3.5%
Specific-company premium2.0%
Beta1.2
Growth rate3.0%

(Question)
The required return estimate that is calculated from the Exhibit above reflects all adjustments needed to make an accurate valuation of the company.

Is this statement correct?

Answer: No, it's incorrect.

An issue not described in the Exhibit is control premium. Any control premium adjustment is normally added directly to a company's value estimate.

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