Stout Restricted Stock Study & DLOM Calculator
Stout Restricted Stock Study & DLOM Calculator
The Stout Restricted Stock Study provides an online database for accurate discount for lack of marketability (DLOM) data, complemented by the robust DLOM Calculator.
Detailed Description:
Updated quarterly, the Stout Restricted Stock Study database features over 770 carefully vetted restricted stock transactions. Each transaction offers up to 60 data fields to facilitate precise determination of marketability discounts. The accompanying DLOM Calculator employs the Stout methodology, enabling quick calculation of DLOM based on financial characteristics and market volatility.
Key Features:
- Over 770 fully screened restricted stock transactions.
- Up to 60 detailed data fields per transaction.
- Regular quarterly updates for current, empirical data.
- Robust calculator for automated DLOM calculations and quintile sorting.
- Inflation-adjusted financial statistics for enhanced comparability.
Publisher: BVResources.

The Stout Restricted Stock Study TM, updated quarterly, is a thoroughly vetted, restricted stock sourced discount for lack of marketability (DLOM) database that provides empirical support to quantify marketability discounts used in the business valuation, venture capital, and merger and acquisition (M&A) professions. Take advantage of 770+ rigorously screened transactions with up to 60 data fields.
The Stout DLOM CalculatorTM, included with the study, is a robust tool that allows you to quickly implement the Stout methodology and determine a DLOM that is driven by the financial characteristics of the user’s subject company, as well as the volatility of the market as of the user’s valuation date.
The most current empirical data to determine a discount for lack of marketability using restricted stock.
- Rely on firsthand, current empirical data – updated quarterly and rigorously screened, each restricted stock transaction includes up to 60 data fields with verifiable details
- Present your DLOM conclusions with confidence – this powerful tool automatically calculates summary statistics for a number of fields to aid in the analysis of the data
- Save time in deriving your DLOM with the Stout DLOM Calculator – use the tool to:
- Make comparisons between subject companies and issuers of restricted stock included in the Study
- Automate quintile sorting, comparisons and calculations and make market volatility adjustments based on the valuation date
- Adjust the relevant financial statistics for inflation for enhanced comparability with a subject company
Click here to view the Stout Restricted Stock Study sample reports.
Click here to view the free article: Discounts, Discounts, Discounts by Lance Hall
Click here to view the FAQ page for the Stout Restricted Stock Study & DLOM Calculator.
Source:
The Stout Restricted Stock Study and the accompanying DLOM Calculator are empirical tools designed to assist valuation professionals in determining discounts for lack of marketability (DLOM) for minority interests in privately held companies. Here’s an overview of their data sources and methodologies:
Stout Restricted Stock Study
Data Sources:
Public Filings and Financial Databases: The study compiles data from various sources, including:
- SEC filings (e.g., EDGAR)
- Dow Jones News Retrieval
- S&P Corporate Transactions Records
- Disclosure CompactD
- 10K Wizard
- Security Data Corp.
Dataset Composition:
Transaction Volume: The 2023 edition includes over 775 restricted stock transactions, each with up to 60 data fields.
stout.com
Selection Criteria: Transactions are meticulously vetted, with exclusions for:
Registered stocks or those registered within 30 days of the transaction.
Hybrid securities (e.g., those with attached warrants or convertible features).
Transactions lacking sufficient data or involving related parties.
Stout DLOM Calculator
Methodology:
Empirical Analysis: Utilizes the restricted stock transaction data to derive marketability discounts.
Company-Specific Inputs: Factors in financial attributes of the subject company, such as:
- Market value of equity
- Revenues
- Total assets
- Shareholders’ equity
- Net income
- Stock price volatility
Market Conditions: Adjusts for prevailing market volatility as of the valuation date.
Application:
The calculator aids in determining a DLOM that reflects both the market data from restricted stock transactions and the specific financial characteristics of the company being valued.
Available from: BVResources.
Telephone
1-800-825-8763
info@bvdatauniversity.com
Address
4575 Galley Road, Suite 200E
Colorado Springs
CO 80915
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