Activity in the disability market that is most correlated to monthly stock returns is focused on actions attracting Customers. These actions generate new revenue for firms in our research universe.
The Return on Disability model weights activity by its impact on shareholder value. Our analyst’s original hypothesis stated that firms that generated a majority of their revenue by serving a broad consumer base have the most impact on value by serving customers with disabilities and their Friends and Family. The correlations generated in this study confirm this hypothesis.
Revenue Drives Value in Disability Markets - Research Brief.pdf