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

Page: https://stenobird.com/podcast/how-i-wrote-this-6570691/ep-24-customer-based-corporate-valuation-with-dan-mccarthy-and-peter-fader
Text version: https://stenobird.com/podcast/how-i-wrote-this-6570691/ep-24-customer-based-corporate-valuation-with-dan-mccarthy-and-peter-fader.md
Podcast: [How I Wrote This](https://stenobird.com/podcast/how-i-wrote-this-6570691)
Published: 2025-12-14T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/hiwtpod/episodes/Ep--24---Customer-Based-Corporate-Valuation-with-Dan-McCarthy-and-Peter-Fader-e3c9b7g
Audio file: https://anchor.fm/s/e65a8714/podcast/play/112552624/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-12%2Fd5d5d963-8a28-bd24-1957-aebebb75d46e.mp3
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JSON: https://stenobird.com/v1/public/podcasts/how-i-wrote-this-6570691/episodes/ep-24-customer-based-corporate-valuation-with-dan-mccarthy-and-peter-fader
Duration seconds: 2809

## Resource

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.

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## Transcript

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