CFA Level 1: Valuation of Private vs Public Shoe Retailing Companies

Valuation of Private vs Public Shoe Retailing Companies

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Question

Kim Lee is valuing a closely held private shoe retailing company. She compares the company to other shoe retailing competitors that are publicly traded and are highly liquid. Relative to the private company, the shares of the publicly traded competitors most likely include a:

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A. B. C.

B

Based on the information provided, Kim Lee is valuing a closely held private shoe retailing company by comparing it to publicly traded competitors in the same industry. In this scenario, she is assessing the differences between the private company and the publicly traded competitors.

A. Marketability Discount: A marketability discount refers to a reduction in the value of an asset due to its lack of marketability or liquidity. In the context of this question, if the shares of the publicly traded competitors are more liquid and easily traded in the market, while the shares of the private company are not publicly traded and lack marketability, it is likely that the shares of the publicly traded competitors will include a marketability premium, rather than a discount.

B. Minority Interest Discount: A minority interest discount is applied when valuing a minority ownership stake in a company. It reflects the fact that minority shareholders generally have less control and influence over the company's decision-making compared to majority shareholders. In this question, there is no mention of valuing a minority ownership stake in either the private company or the publicly traded competitors. Therefore, it is unlikely that the shares of the publicly traded competitors include a minority interest discount.

C. Control Premium: A control premium refers to the additional value or premium assigned to a block of shares that gives the owner control over a company's decision-making. It represents the premium an investor would be willing to pay to acquire a controlling interest in a company. In this scenario, since the private company is being compared to publicly traded competitors, it is reasonable to assume that the shares of the publicly traded competitors include a control premium. This is because the publicly traded competitors' shares have greater liquidity, which may attract more investors and potentially increase their value due to the ability to exercise control over the company's operations.

Therefore, based on the given information, the most likely answer is C. control premium.