Chapter 15 P&C Insurance Company Valuation - R. Goldfarb

Discount rate

\(\star\) Growth rate

DDM:

  • DDM formula (15.2)

  • Terminal value formula uses CF at 1 and gets you to time 0

  • Select \(g\) by average of \(ROE\) (usually \(\rho\) is given)

    • If not then select \(\rho\) too by average of \(\rho = 1 - \dfrac{\mathrm{E}[Div_1]}{NI}\)

FCFE:

  • FCFE formula (15.3)

  • Discount all the FCFE for \(V_0\)

  • Select \(g\) by average of \(ROE\) and reinvestment rate

  • Advantages

  • FCFE vs FCFF

AE:

  • AE formula (15.4) and (15.5)

    • Remember to add the \(BV_0\)

    • Clean surplus assumption

  • Advantages

  • Considerations

Relative multiples:

  • Price:Earning (15.6)

  • Price:Book (15.7)

  • Transaction multiple and its weakness

Option Pricing