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Corporate Finance & M&A

Sum-of-the-Parts Valuation

Also called: SOTP, sum of the parts, conglomerate discount

Sum-of-the-parts values each business segment separately and adds them up, which is how conglomerates are analysed. When the total exceeds the market capitalisation, the gap is the conglomerate discount — the market's judgement that the group destroys value by holding these businesses together. That gap is the standard opening argument for an activist demanding a spin-off.

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