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Valuation by Inspection

A mental shortcut that compresses a multi-step valuation calculation into a single arithmetic move. The canonical pattern: expected total return is approximately equal to current earnings yield plus growth rate, IF the multiple stays constant. The shortcut is the right 30-second cross-check on a memo's price target; it is wrong when the multiple is in transition (sector de-rating, growth-to-value rotation, sentiment shift). The disciplined use is as a coarse arithmetic sanity check before deeper modeling -- not as a substitute for the deeper work.

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Related terms

Ambiguity Aversion · Anchored Assumption · Asset Beta · Bank ROE Spread · Banker Pitch Deck · Beta

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