The different objectives of Financial / Economic Analysis Processes

>This is a summary of the first chapter from the book entitled “Financial Analysis tools and techniques” from Erich A. Elfert

Financial accounting

Profit determination

· Revenue recognition

· Expense recognition

· Cost allocation

· Profit definition

Value Determination

· Historical costs

· Conservatism

· Equity as residual value

· Contingency recognition

Tax determination

· Legal data requirements

· Income/expense timing

· Tax management issues

· Statement adjustments

Investor analysis

Financial information

· Adjustment process

· Trend analysis

· Project projection

· Cash flow projection

Comparative Data

· Industry analysis

· Competitor analysis

· Economic conditions

· Adjustment areas

Market analysis

· Share price patterns

· Market trends

· Value drivers

· Market models

Managerial Economics

Activity economics

· Task analysis

· Economic allocation

· Contribution Analysis

· Trade-off determination

Resources effectiveness

· Investment base

· Capital Investment

· Human resources

Shareholder value creation

· Cash flow patterns

· Cost of capital

· Investor expectation

· Ongoing business value