Episode

Ep. 24 - Customer Based Corporate Valuation with Dan McCarthy and Peter Fader

Podcast: How I Wrote This
Published: Dec 14, 2025
Duration seconds: 2809
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Summary

To figure out how much a company is worth, start with its customers. This episode explores customer-based corporate valuation and how individual buying behavior ultimately drives firm value. Join JMR Co-Editor Brett Gordon as he speaks with Dan McCarthy (University of Maryland) and Peter Fader (University of Pennsylvania) about their paper, “Customer-Based Corporate Valuation for Publicly Traded Noncontractual Firms,” and how they used publicly disclosed customer metrics to value companies like Wayfair—work that even caught the attention of Wall Street.