In an effort to streamline our product offerings, Morningstar has discontinued production of the Ibbotson® SBBI® Valuation Yearbook. Archived editions (2013 and prior) are available for purchase as supplies last. The Ibbotson® SBBI® Classic Yearbook will continue to be produced and will contain some of the content previously available in the Valuation Yearbook. The Classic Yearbook can be purchased here. For more information or to purchase archived editions, please contact a client service representative at +1 888-298-3647. Business valuation professionals such as CPAs and securities analysts depend on the Ibbotson® SBBI® Valuation Yearbook for estimating cost of capital, comparing markets, and pricing securities. Overviews of critical methodologies are illustrated through real-world examples and useful graphs.
Nearly 500 industry premia for use in the build-up method
Tables for calculating equity risk and size premia for any time period
Alternative methods of calculating equity risk premia, size premia, and beta
Key variables in estimating the cost of capital with greater granularity
Develop your cost of capital estimate by using the key variables presented in the yearbook.
Simple explanations of complex valuation methodologies and calculations
Gain confidence in your cost of capital estimate by using the different valuation methods presented in the yearbook, including the buildup method, capital asset pricing model (CAPM), Fama-French three factor model, and discounted cash flow method.
Tables for calculating equity risk premia and size premia for any time period
Determine the equity risk and size premia for any time period needed for your valuation.
Ibbotson Associates, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.