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Journal of Banking & Finance Vol. 148 2023

Can Real Options Explain the Skewness of Stock Returns?

Tuan Ho1; Kirak Kim2; Li Yang; Fangming Xu1

1 University of Bristol · 2 Texas A&M University – Central Texas

open access

Abstract

We study a novel mechanism through which real options play a prominent role in inducing the skewness of stock returns. Building on the investment-based asset pricing framework, we show that firms’ real options to contract (expand) their businesses when productivity is low (high) can increase return skewness. Consequently, return skewness represents a U-shaped function of firm productivity. Furthermore, the real-options effect is stronger for more flexible firms, characterized by lower scale-adjustment frictions. Employing a large sample of U.S. firms during 1972–2018, we provide a battery of robust empirical evidence consistent with the model predictions. Our findings demonstrate that firm-level real flexibility can impact investors and managers’ decision making.

DOI
10.1016/j.jbankfin.2022.106751
Volume
148
Pages
106751
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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