SAGE Business Cases: Valuation Series

SAGE Publishing continues to grow its teaching case collection, SAGE Business Cases, across the business spectrum while incorporating thought from a variety of disciplines.

The Valuation case series within SAGE Business Cases will explore the skills involved in valuation from the quantitative skills of obtaining the appropriate data, inputting data into a model, and obtaining the valuation from the model to the soft skills required to communicate recommendations and decisions. All cases in this series will feature static and live embeds from Data Planet to better allow students to practice these quantitative skills. We welcome cases that focus on valuing projects and purchasing assets, financial management decisions such as dividend and capital structure decisions, investing in fixed income and equity securities, and valuing enterprises for mergers or valuing private firms for an estate.

View valuation cases

Questions about valuation and finance that may be treated include:

1. How does value change based on the purpose of the valuation?

2. What are the key assumptions that drive a valuation estimate?

3. How does the stage of the company’s lifecycle affect its valuation?

4. What methods can be used to estimate uncertainties regarding the valuation conclusions?

5. What are most appropriate methodologies for completing the valuation?

6. What sources of information are available for preparing a valuation?

7. What are the differences between valuing a private versus a public company?

8. How does the valuation of a project differ from the valuation of the firm?

9. How do corporate financial strategies such as dividend payment and share issuance/repurchase affect the valuation of the firm?

10. What are the differences between valuation of debt versus equity securities?

  • Valuation Series Editors       

    Ed Hutton, CFA Associate Professor Finance, College of Business Administration, Niagara University

    Ed Hutton is an Associate Professor in the College of Business and the Director of the Niagara Financial Services Laboratory. He teaches courses in Corporate Finance, Investment Analysis, Fixed Income Investing, Derivative Securities, and Financial Institutions Management. He is the faculty advisor for the Monteagle Fund, Niagara University's student managed investment fund, and for the Niagara Chapter of the Financial Management Association (FMA).

    Prior to joining Niagara, Professor Hutton had over 25 years of Investment Management experience, including as Equity Analyst, Chase Manhattan Bank; Vice President, Investment Management, M&T Bank and Fund Manager for the Western New York Business Development Fund. He holds an MBA with a concentration in Finance from Canisius College and an MS in Financial Economics from the State University of New York at Buffalo. Mr. Hutton has achieved certification as a Chartered Financial Analyst (CFA).

    Professor Hutton has served as the President of the CFA Society of Buffalo, and is currently serving as the Society's Education Chair. He is a member of the Financial Management Association, The Financial Education Association and the CFA Society. In addition, he is a frequent commentator on radio, television and on-line media regarding economic and investment topics. In 2014, Professor Hutton received the Niagara University "Excellence in Teaching" award.

    Daniel Thompkins, PhD. Professor Finance, College of Business Administration, Niagara University


    Daniel Tompkins is Professor of Finance at Niagara University. Dan joined Niagara’s faculty in January 1999. He has a BA in Economics from Ohio State University and a Master of Business Administration from the University of Akron. Dr. Tompkins completed his doctoral education in 1993 at the University of Kentucky with a major in Finance and a minor in Statistics. Dr. Tompkins primary research and teaching interests include valuation, international finance, portfolio theory, corporate governance, and capital structure.  A sample of his work includes:

    ·         Seo, Hoontaek and Daniel L. Tompkins, 2019, “Impact of Corporate Social Responsibility Performance on the Value of Cash Holdings,” The BRC Academy Journal of Business , 9(1), 33-44.

    ·         Melnik, M., P. Richardson, and D. L. Tompkins, “How Seller and Product Characteristics Impact Promotion on eBay.” Journal of Promotion Management .  17 (4), 2011, pp. 438-456. (Acceptance Rate: 18%)

    ·         Filbeck, G., D. L. Tompkins, P. Choong, and J. Zhao, “Share Price Reactions to Advertising Announcements and Broadcast of Media Events,” Managerial and Decision Economics , 33(3) (Fall/Winter 2008), pp. 229-240. (Acceptance Rate: 21%)

    ·         Tompkins, D. L., "Are Tracking Stocks on Track?" Business Horizons , November/December 2000, pp. 73-77. (Acceptance Rate: 20%)

    ·         McIntosh, W., Y. Liang., and D. L. Tompkins, "The Small Firm Effect Within the REIT Industry," Journal of Real Estate Research , 6 Spring, 1991) pp. 9-18.  (Acceptance Rate: 11%)

    ·         Tompkins, D. L . , and J. R. Webb, "An Examination of Seasonality in Industrial Real Estate Construction," Land Development Studies , 5 (1988), pp. 121-127.

  • Call for Papers

    Partner with SAGE to develop your Valuation teaching case. For further information on submissions, email Raphael.Jackson@sagepub.com

    view series submissions GUIDELINES

    SAGE is pleased to offer case authors:

    - Free access to Data Planet

    - Double-blind peer review of your case and teaching notes

    - A thorough editorial process, working to develop your ideas and prepare cases for successful publication

    - Indexing of your case on Google Scholar

    - Freedom to include your students in the case research and writing process

    - Copyright in your name and final PDF for ease of use in your classroom

    - Payment when your case is published

    - An international audience for your work

    Have you written a case that you currently use in your classroom? Do you have a rough idea of a case? Bring it to SAGE and we’ll work with you to develop your idea and ready it for the global classroom.

    DEADLINE FOR SUBMISSION: Rolling

    - We look for cases between 1,000 and 5,000 words.

    - Please include discussion questions and teaching notes.

    - Authors receive decisions within 6-8 weeks of submission.

    - Manuscripts are accepted through our ScholarOne portal.

    - Submissions guidelines and templates are available on the author resources page.

    View author resources

    For questions and sample cases, contact: Raphael Jackson, Assistant Editor, raphael.jackson@sagepub.com

  • Cases from the Valutation Series