Why New Issues and High-Accrual Firms Underperform: The Role of Analysts' Credulity

A-Tier
Journal: The Review of Financial Studies
Year: 2002
Volume: 15
Issue: 3
Pages: 869-900

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

We find that analysts' forecast errors are predicted by past accounting accruals (adjustments to cash flows to obtain reported earnings) among both equity issuers and nonissuers. Analysts are more optimistic for the subsequent four years for issuers reporting higher issue-year accruals. The predictive power is greater for discretionary accruals than nondiscretionary accruals and is independent of the presence of an underwriting affiliation. Predicted forecast errors from accruals significantly explain the long-term underperformance of new issuers. The predictability of forecast errors among nonissuers suggests that analysts' credulity about accruals management more generally contributes to market inefficiency. Copyright 2002, Oxford University Press.

Technical Details

RePEc Handle
repec:oup:rfinst:v:15:y:2002:i:3:p:869-900
Journal Field
Finance
Author Count
2
Added to Database
2026-01-29