Individual Assignment 1

Objectives:

The objective of this assignment is to develop analytical skills beyond basic financial analysis

in terms of exploring how key value drivers affect firm value.

Reference:

Textbook Chapter 7 (Figure 7.4) Drivers of Long-Term Value and Quick Reference Guide.

Requirements:

a) Select a firm of your choice, and accessing the Eikon financial database, extract financial

data for the last five years. Please note that retail firms such as Amazon, Target, or

Walmart, which do not have manufacturing operations would be unsuitable for both

individual assignments. So please choose wisely so that you can use this extracted data for

both your individual assignments.

your

b) Analyze the extracted data, by integrating operational, financial, and value measures and

analysis should focus on value creation by your selected firm based on:

1) Revenue Growth - acquisition or organic

2) Relative Pricing Strength - competitive comparative advantage

3) Operating Effectiveness operating and contribution margin

4) Operating capital, Innovation, and performance

c) Refer to Chapter 8 of the Text, and using guiding principles, discuss an appropriate

dashboard design using Key Performance Indicators (KPIs) for your organization

d) Submit your analysis as a Word document (APA format, with data tables embedded in the

document and referenced in your discussion.