Since 1995, Applied Finance  has a proven track record of systematically identifying mispriced securities.  The process begins through the lens of our Economic Margin® framework, removing accounting distortions for a complete, and standardized, view of a company’s underlying economic performance.  Unlike accounting measures, economic performance can be compared over time, firms, and across industries. With every investment decision, we focus on answering two critical questions:

What is a firm’s economic performance?
What is a firm worth?

The Economic Margin® framework is more than just a performance metric as it encompasses a valuation system that explicitly addresses the four main drivers of enterprise value: economic profitability, capital growth, risk and competition.

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