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An alternative approach to firms’ evaluation: expert systems and fuzzy logic

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Magni, Carlo Alberto

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Abstract

Discounted Cash Flow techniques are the generally accepted methods for valuing firms. Such methods do not provide explicit acknowledgment of the value determinants and overlook their interrelations. This paper proposes a different method of firm valuation based on fuzzy logic and expert systems. It does represent a conceptual transposition of Discounted Cash Flow techniques but, unlike the latter, it takes explicit account of quantitative and qualitative variables and their mutual integration. Financial, strategic and business aspects are considered by focusing on twenty-nine value drivers that are combined together via “if-then” rules. The output of the system is a real number in the interval [0,1], which represents the value-creation power of the firm. To corroborate the model a sensitivity analysis is conducted. The system may be used for rating and ranking firms as well as for assessing the impact of managers’ decisions on value creation and as a tool of corporate governance.

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File URL: http://mpra.ub.uni-muenchen.de/7879/
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Publisher Info
Paper provided by University Library of Munich, Germany in its series MPRA Paper with number 7879.

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Date of creation: Apr 2004
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Publication status: Published in International Journal of Information Technology and Decision Making 5.1(2006): pp. 195-225
Handle: RePEc:pra:mprapa:7879

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Related research
Keywords: Firms’ evaluation fuzzy logic expert system rating acquisition sensitivity analysis.

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Find related papers by JEL classification:
C51 - Mathematical and Quantitative Methods - - Econometric Modeling - - - Model Construction and Estimation
G12 - Financial Economics - - General Financial Markets - - - Asset Pricing
G31 - Financial Economics - - Corporate Finance and Governance - - - Capital Budgeting; Investment Policy
C02 - Mathematical and Quantitative Methods - - General - - - Mathematical Economics
C88 - Mathematical and Quantitative Methods - - Data Collection and Data Estimation Methodology; Computer Programs - - - Other Computer Software
G34 - Financial Economics - - Corporate Finance and Governance - - - Mergers; Acquisitions; Restructuring; Corporate Governance
C67 - Mathematical and Quantitative Methods - - Mathematical Methods and Programming - - - Input-Output Models
M21 - Business Administration and Business Economics; Marketing; Accounting - - Business Economics - - - Business Economics

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. Mei-Fang Chen & Gwo-Hshiung Tzeng & Tzung-I Tang, 2005. "Fuzzy Mcdm Approach For Evaluation Of Expatriate Assignments," International Journal of Information Technology & Decision Making (IJITDM), World Scientific Publishing Co. Pte. Ltd., vol. 4(02), pages 277-296. [Downloadable!] (restricted)
  2. Jing Liu, 2002. "Equity Valuation Using Multiples," Journal of Accounting Research, Blackwell Publishing, vol. 40(1), pages 135-172, 03. [Downloadable!] (restricted)
  3. Magni, Carlo Alberto, 2002. "Investment decisions in the theory of finance: Some antinomies and inconsistencies," European Journal of Operational Research, Elsevier, vol. 137(1), pages 206-217, February. [Downloadable!] (restricted)
  4. Richard S Ruback, 2002. "Capital Cash Flows: A Simple Approach to Valuing Risky Cash Flows," Financial Management, Financial Management Association, vol. 31(2), Summer.
  5. Miao-Ling Wang & Hsiao-Fan Wang & Chih-Lung Lin, 2005. "Ranking Fuzzy Number Based On Lexicographic Screening Procedure," International Journal of Information Technology & Decision Making (IJITDM), World Scientific Publishing Co. Pte. Ltd., vol. 4(04), pages 663-678. [Downloadable!] (restricted)
  6. Black, Fischer & Scholes, Myron S, 1973. "The Pricing of Options and Corporate Liabilities," Journal of Political Economy, University of Chicago Press, vol. 81(3), pages 637-54, May-June. [Downloadable!] (restricted)
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(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Magni, Carlo Alberto, 2005. "Investment decisions, net present value and bounded rationality," MPRA Paper 6073, University Library of Munich, Germany. [Downloadable!]
  2. Magni, Carlo Alberto, 2007. "Rating and ranking firms with fuzzy expert systems: the case of Camuzzi," MPRA Paper 5646, University Library of Munich, Germany. [Downloadable!]
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