Firm Size, Book-to-Market Ratio, and Security Returns: A Holdout Sample of Financial Firms.

A-Tier
Journal: Journal of Finance
Year: 1997
Volume: 52
Issue: 2
Pages: 875-83

Authors (2)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Fama and French (1992) document a significant relation between firm size, book-to-market ratios, and security returns for nonfinancial firms. Because of their initial interest in leverage as an explanatory variable for security returns, Fama and French exclude from their analysis financial firms, thus creating a natural holdout sample on which to test the robustness of their results. The authors document that the relation between firm size, book-to-market ratios, and security returns is similar for financial and nonfinancial firms. In addition, they present evidence that survivorship bias does not significantly affect the estimated size or book-to-market premiums in returns. The authors' results indicate data-snooping and selection biases do not explain the size and book-to-market patterns in returns. Copyright 1997 by American Finance Association.

Technical Details

RePEc Handle
repec:bla:jfinan:v:52:y:1997:i:2:p:875-83
Journal Field
Finance
Author Count
2
Added to Database
2026-01-24