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Corporate Diversification: What Gets Discounted?

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Author Info
Sattar A. Mansi (Pamplin College of Business, Virginia Tech,)
David M. Reeb (Culverhouse College of Commerce, University of Alabama)
Abstract

Prior literature finds that diversified firms sell at a discount relative to the sum of the imputed values of their business segments. We explore this documented discount and argue that it stems from risk-reducing effects of corporate diversification. Consistent with this risk-reduction hypothesis, we find that (a) shareholder losses in diversification are a function of firm leverage, (b) all equity firms do not exhibit a diversification discount, and (c) using book values of debt to compute excess value creates a downward bias for diversified firms. Overall, the results indicate that diversification is insignificantly related to excess firm value. Copyright The American Finance Association 2002.

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Publisher Info
Article provided by American Finance Association in its journal The Journal of Finance.

Volume (Year): 57 (2002)
Issue (Month): 5 (October)
Pages: 2167-2183
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Handle: RePEc:bla:jfinan:v:57:y:2002:i:5:p:2167-2183

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  1. Philipp N. Baecker & Gunnar Grass, 2007. "Wealth Transfer or Wealth Destruction: Can Contingent-Claims Analysis Explain the Conglomerate Discount?," ebs Working Papers on Finance and Accounting 070101, Department of Finance and Accounting, EUROPEAN BUSINESS SCHOOL (ebs), International University Schloß Reichartshausen. [Downloadable!]
  2. Axel Gautier & Florian Heider, 2002. "The Benefit and Cost of Winner Picking: Redistribution Vs Incentives," Bonn Econ Discussion Papers bgse31_2002, University of Bonn, Germany. [Downloadable!]
  3. Bryan Mase, 2003. "A Change Of Focus Stock Market Reclassification In The Uk," Public Policy Discussion Papers 03-23, Economics and Finance Section, School of Social Sciences, Brunel University. [Downloadable!]
  4. Glaser, Markus & Müller, Sebastian, 2006. "Der Diversification Discount in Deutschland: Existiert ein Bewertungsabschlag für diversifizierte Unternehmen?," Sonderforschungsbereich 504 Publications 06-13, Sonderforschungsbereich 504, Universität Mannheim & Sonderforschungsbereich 504, University of Mannheim. [Downloadable!]
  5. Hanazaki, Masaharu & Liu, Qun, 2003. "The Asian Crisis and Corporate Governance: Ownership Structure, Debt Financing, and Corporate Diversification," CEI Working Paper Series 2003-18, Center for Economic Institutions, Institute of Economic Research, Hitotsubashi University. [Downloadable!]
  6. Ekaterina Emm & Jayant Kale, 2006. "Efficiency Implications of Corporate Diversification: Evidence from Micro Data," Working Papers 06-26, Center for Economic Studies, U.S. Census Bureau. [Downloadable!]
  7. Aoun, Dany & Heshmati, Almas, 2006. "The Causal Relationship between Capital Structure and Cost of Capital: Evidence from ICT Companies Listed at NASDAQ," Ratio Working Papers 87, The Ratio Institute. [Downloadable!]
  8. Bardong, Florian & Bartram, Söhnke M. & Yadav, Pradeep K., 2006. "The Effect of Corporate Break-ups on Information Asymmetry: A Market Microstructure Analysis," MPRA Paper 13155, University Library of Munich, Germany, revised 26 Oct 2008. [Downloadable!]
  9. Bryan Mase, 2003. "A Change Of Focus Stock Market Reclassification In The Uk," Economics and Finance Discussion Papers 03-23, Economics and Finance Section, School of Social Sciences, Brunel University. [Downloadable!]
  10. Jandik, Tomas & Makjija, Anil K., 2004. "Can Diversification Create Value? Evidence from the Electric Utility Industry," Working Paper Series 2005-7, Ohio State University, Charles A. Dice Center for Research in Financial Economics. [Downloadable!]
  11. Miguel Hidalgo, Alberto de & Ríos Rodríguez, Diana M., 2007. "Estrategia de Diversificación y Oportunidades de crecimiento: evidencia para el mercado español," Documentos de Trabajo "Nuevas Tendencias en Dirección de Empresas". Working Papers "New Trends on Business Administration". 2007-02, Interuniversitary Doctorate Program "New Trends on Business Administration", Universities of Valladolid, Burgos and Salamanca (Spain). Programa de Doctorado Interuniversitario "Nuevas Tendencias en Di. [Downloadable!]
  12. Iman van Lelyveld & Klaas Knot, 2008. "Do financial conglomerates create or destroy value? Evidence for the EU," DNB Working Papers 174, Netherlands Central Bank, Research Department. [Downloadable!]
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