Skip to content
Impact-of-the-clean-energy-transition-on-deforestation-10

Development of a unique ESG valuation methodology to quantify the real value of ‘sin stocks’

denny-ellison (1)
TDi and Denny Ellison Sin Stocks Report

TDi Sustainability partnered with Denny Ellison, a London-based equity research and training organisation, to develop a unique ESG valuation methodology to quantify the valuation impact of ESG-related public allegations on companies that operate in sectors with significant ESG contention, or ‘sin stocks’.

 

This is summarised in the report produced by TDi and Denny Ellison, ‘The Real Value of Sin Stocks’ which applies the methodology to a Brazilian beef producer. The report provides an evidence-based valuation of the underperformance of sin stocks, but also assesses the potential valuation upside from company-specific ESG initiatives, revealing their real value to investors.

 

Download the Report

In this report, we set out a unique equity research valuation methodology for quantifying the investment risks associated with ESG-related allegations. We focus on companies operating in sectors with significant ESG contention, as reported in publicly available sources such as digital media, civil society or governmental reports, referred to as ‘public issues’. Fill out the form to download the report for free.
share