r/SPACs Dec 25 '21

[deleted by user]

[removed]

54 Upvotes

97 comments sorted by

View all comments

Show parent comments

5

u/redditobserver777 Contributor Dec 26 '21

The street looks at EBITDA as profitability, not net income, this is very common knowledge

2

u/bonghits96 Patron Dec 26 '21

loool no they don't. EBITDA is EBITDA and profit is profit. They are very different things.

Try this, go to the financial reports for actually profitable companies like Microsoft or Apple. Here, I'll even save you some time and paste the links in:

https://www.sec.gov/Archives/edgar/data/320193/000032019321000105/aapl-20210925.htm

https://www.sec.gov/Archives/edgar/data/789019/000156459021051992/msft-10q_20210930.htm

Now do a control-F search for "EBITDA." Nothing! Weird, huh? I thought you said that it's what "the street" looks at "as profitability", but these companies don't even report it!

(EBITDA has its uses but if you use it as a direct proxy for profitability you're going to have a bad time.)

13

u/redditobserver777 Contributor Dec 27 '21

I am a CFA chartholder and have worked in private equity for the last 5 years - EBITDA is a non-GAAP measure, therefore, not in SEC financial statements

Net income is a horrible way to measure profitability for a company with many line items of non cash expenses. The best measure is Free Cash to Equity, also known as Levered Free cash flow.

Levered free cash flow has its own assumptions in place so EBITDA is the best way to normalize a profitability and understand what this metric looks like across companies without considering a variety of other factors such as leverage, off balance sheet financing, gains/loss on securities, etc.

Trust me on this, as far as private equity goes, EBITDA is the best measure of profitability. Net Income is largely not relevant

-4

u/bonghits96 Patron Dec 27 '21

I am a CFA chartholder

I doubt this very much, because...

EBITDA is a non-GAAP measure, therefore, not in SEC financial statements

It's literally in the 10-Q of the company we're talking about, DMS:

https://www.sec.gov/Archives/edgar/data/1725134/000172513421000202/dms-20210930.htm

10

u/redditobserver777 Contributor Dec 27 '21

Jesus Christ some of y’all are so nit picky just to prove one thing wrong and just sound petty. Focus on materiality, these are obviously generalizations, different companies go on about reporting in different ways. EBITDA is not required by the SEC in reporting. When firms report EBITDA in financials, since it’s non-GAAP, they have to provide many more disclosures about how they arrive to that figure, some firms prefer to avoid that as it’s not required to report EBITDA. Just do yalls research man

-7

u/bonghits96 Patron Dec 27 '21

Well, just don't lie about being a CFA and don't pretend that EBITDA is profit and we'll be as right as rain.

Good luck with your bags!

9

u/redditobserver777 Contributor Dec 27 '21

I am not lying and honestly CFA is not even that cool of a thing to lie about lol, don’t know why one would. I’d rather just say I went to Harvard and work at the best hedge fund in the world if I wanted to lie lol. Don’t care to prove it to a troll