Biz-IT Financial Index 2010
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Here, is a list of indicators from financial perspective which could be good starting point as we move away from doing lip service to IT-Business alignment issue to actually working towards it. There are 10 indicators to start with.
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targeted companies are competitively favorable. However, based on some serious general and
economic concerns about the fallout of companies in the industry in general, the CEO of the
client-company has asked your CFO to conduct a financial analysis of both CAT and DE to
determine if it is prudent to commit to either company. The cost of this investment is significant
and any interruption in cash flow from the investment during the next few years would adversely
affect the client\'s performance and profit. The CFO has given you the job of conducting this
analysis. Specifically, the question is: will a commitment to invest in either Caterpillar or John
Deere be financially viable over the next two to three years?
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Your specific assignment is to research, analyze, and prepare a report for the CFO on the actual
financial performance of both DE and CAT for the most recent three years. In addition to
reviewing the traditional financial performance indicators, you are also to review both targed
companies past and current stock performance for the last one year. Your report is to consist of
three parts:
(1) An evaluation of financial performance for the last three years, for both companies.
(2) An evaluation of stock performance for the last one year, for both companies.
(3) Finally, a specific recommendation, with supporting rationale, as to whether or not either
targeted company\'s recent trend in financial and stock performance is of sufficient financial
strength to warrant entering into a long-term commitment.
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recognized that the industry is undergoing a major contraction in selected markets, it is very
important to comparatively evaluate both CAT and DE relative to financial and stock
performance trends against its Industry.
IMPORTANT: You must include all necessary and relevant financial performance and stock
information, trends, and projections in supporting your recommendation. These factors must
include, financial ratio trends and industry comparatives, capital spending, stock growth, Beta
values, credit rating service valuations, bond rating valuations, and management and investment
reports - when these documents are available.
REPORT REQUIREMENTS
YOUR SPECIFIC ASSIGNMENT
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Annual Balance Sheets for the last three years.
The Income Statements for the last three years.
Annual reports, 10K or 10Q
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Revenue Recognition for Facebook and twitter for the year 2021. Revenue is the largest item on
the income statement, and we must assess it on a quantitative and qualitative basis.
Use horizontal analysis to identify any time trends.
Compare the horizontal analyses of the two companies.
Consider the current economic environment and the companies competitive landscape.
Given they operate in the same industry, you might expect similar revenue trends. Read the
managements discussion and analysis (MD&A) section of the 10-K to learn how the companies
senior managers explain revenue levels and changes. Our goal is to determine whether each
companys revenue levels and changes seem appropriate and in line with external factors.
Additional analysis: (a) If the company distinguishes among types of revenue on the income
statement, use horizontal and vertical analyses to identify any changes in the product line mix or
where sales are growing most quickly. Find the footnote on segment revenues and profits, and
identify trends or significant changes. (b) Assess each companys revenue recognition policy by
comparing it with the other and with those of some other close competitors. (c) Consider unearned
revenue on the balance sheet. How big is it (common size), and is it fluctuating over time? (d) For
companies that operate globally, determine the effect of foreign currency fluctuations on revenue.
If these are substantial year after year, it might indicate that managers are not effectively hedging,
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Companies for your comparative analysis: Caterpillar Inc. and Deere & Company
SITUATION
You are a financial analyst with HTC Corporation. HTC is an established investment banker
which services an international market. A client has determined that it wants to invest $2.3
billion in either Deere & Co. or Caterpillar stock (real publicly-traded companies). Which of
these companies\' shares is the best potential candidate for a long-term commitment? Both
targeted companies are competitively favorable. However, based on some serious general and
economic concerns about the fallout of companies in the industry in general, the CEO of the
client-company has asked your CFO to conduct a financial analysis of both CAT and DE to
determine if it is prudent to commit to either company. The cost of this investment is significant
and any interruption in cash flow from the investment during the next few years would adversely
affect the client\'s performance and profit. The CFO has given you the job of conducting this
analysis. Specifically, the question is: will a commitment to invest in either Caterpillar or John
Deere be financially viable over the next two to three years?
YOUR SPECIFIC ASSIGNMENT
Your specific assignment is to research, analyze, and prepare a report for the CFO on the actual
financial performance of both DE and CAT for the most recent three years. In addition to
reviewing the traditional financial performance indicators, you are also to review both targed
companies past and current stock performance for the last one year. Your report is to consist of
three parts:
(1) An evaluation of financial performance for the last three years, for both companies.
(2) An evaluation of stock performance for the last one year, for both companies.
(3) Finally, a specific recommendation, with supporting rationale, as to whether or not either
targeted company\'s recent trend in financial and stock performance is of sufficient financial
strength to warrant entering into a long-term commitment.
To assist you in your task, the CFO has provided the following general guidance. Since it is
recognized that the industry is undergoing a major contraction in selected markets, it is very
important to comparatively evaluate both CAT and DE relative to financial and stock
performance trends against its Industry.
IMPORTANT: You must include all necessary and relevant financial performance and stock
information, trends, and projections in supporting your recommendation. These factors must
include, financial ratio trends and industry comparatives, capital spending, stock growth, Beta
values, credit rating service valuations, bond rating valuations, and management and investment
reports - when these documents are available.
REPORT REQUIREMENTS
YOUR SPECIFIC ASSIGNMENT
Research and analyze the following information for both Caterpillar and Deere:
Annual Balance Sheets for the last three years.
The Income Statements for the last three years.
Annual reports, 10K or 10Q
Industry .Vision 2025 du groupe Epson
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The document outlines Epson's 25 Corporate Vision and Mid-Range Business Plan for fiscal years 2016 to 2018. It discusses reviewing the achievements and issues of the previous SE15 plan and setting the direction for growth until 2025 across key business domains. The plan aims to increase revenue to 1,200 billion yen by 2018 and 1,700 billion yen by 2025 through initiatives like expanding into new markets, strengthening technologies, and improving manufacturing and sales infrastructure. Financial targets include increasing return on sales to 8% by 2018 and 12% by 2025.Guide to business planning, the book for anyone involved in business planning
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- 1. Financial Indicators for CIO to ensure IT & Business Alignment in 2010Sample charts attachedhttp://www.iCMGworld.comBiz-IT Financial Index-2010Version 1.1
- 2. OverviewSummaryHere, is a list of indicators from financial perspective which could be good starting point as we move away from doing lip service to IT-Business alignment issue to actually working towards it. There are 10 indicators to start with. Performance Indicators - ExampleEach indicator has ( definition, formula, range, optimization directions, associated strategies). A sample (based on case study) is attached for each indicatorA sample for how this indicator can evolve in 2010 is also providedHow to use it?Define the current value and target value for each indicatorIdentify the strategies and define the associated initiativesColor combination (red, yellow, green) for ScoreRed ( 0 -40), indicates that NOT OK performanceYellow (41-80), indicates OK performanceGreen ( 81-100) indicates EXCELLENT performancehttp://www.iCMGworld.com
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- 6. % IT Budget of Total Revenues2Direction of optimization20092010Your organizationYour organizationTarget valueCurrent Valuehttp://www.iCMGworld.com
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- 9. % IT Capital Spending of Total Investment5Direction of optimization20092010Your organizationYour organizationTarget valueCurrent Valuehttp://www.iCMGworld.com
- 10. % of IT costs associated to IT maintenancehttp://www.iCMGworld.com6Direction of optimization20092010Your organizationYour organizationTarget valueCurrent Valuehttp://www.iCMGworld.com
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- 14. % of IT costs (outsourced) relative to total IT costs10Direction of optimization20092010Your organizationYour organizationTarget valueCurrent Valuehttp://www.iCMGworld.com
- 15. Categories of Financial Indicators for IT & Business Alignment its impact on overall performance measurementhttp://www.iCMGworld.com
- 16. Weightage for each category of Financial Indicators enabling IT & Business Alignmenthttp://www.iCMGworld.com
- 17. Categories of Financial Indicatorshttp://www.iCMGworld.com
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