Future valve analytics
AssigneeAccenture Global Services Limited
InventorsJohn J. Ballow, Brian F. McCarthy, Anthony J. Relvas
Life of this patent
Estimating the term…
Abstract
A method for assessing the performance of a company includes: receiving financial data about the company; determining a future value of the company; decomposing the future value into a plurality of future value components, where the plurality of future value components includes an economy component that defines an implied amount of growth of the company attributable to the growth of the economy in general; and displaying at least one of the future value components.
Claims27
A method for assessing the performance of a company, comprising:
- receiving financial data about the company, wherein the financial data includes a Gross Domestic Product (GDP) value indicative of the GDP for a country;
- determining a current value and a future value which combined make up an enterprise value of the company;
- decomposing the future value into a plurality of future value components, wherein the plurality of future value components includes:
- (i) an economy component that defines an implied amount of growth of the company attributable to the growth of the economy in general, wherein the economy component is based on the Gross Domestic Product value,
- (ii) an operating advantage component, and
- (iii) a future value (FV) premium component comprising the difference between the future value of the company and a sum of the economy component and the operating advantage component;
- and
- displaying at least one of the future value components to advise a user of the performance of the company relative to the economy in general.
A computer-implemented method for analyzing the relative performance of a business unit of a company, the method comprising:
- receiving publicly available historical financial data in an electronic readable format about a plurality of business units from a data source;
- calculating with a data processor a plurality of ratios of financial performance measures based on the received financial data, wherein at least one of the plurality of performance ratios comprises a decomposition of the future value of a company that includes:
- (i) an economy component that defines an implied amount of growth of the company attributable to the growth of the economy,
- (ii) an operating advantage component, and
- (iii) future value (FV) premium component comprising the difference between the future value of the company and a sum of the economy component and the operating advantage component;
- selecting a business unit from the plurality of business units and generating a plurality of data points based on the received data and calculated performance measures for the selected business unit;
- and
- displaying the plurality of data points on a graph.
The computer-implemented method of claim, 9, wherein the plurality of financial data includes an invested capital value, and wherein the decomposition of the future value of a company into a plurality of future value components includes:
- (i) an economy component that defines an implied amount of growth of the company attributable to the growth of the economy in general,
- (ii) an operating advantage component that is calculated as a function of the invested capital value, and
- (iii) a future value (FV) premium component comprising the difference between the future value of the company and a sum of the economy component and the operating advantage component.
A computer-implemented method for analyzing the relative performance of a business unit of a company, the method comprising:
- providing controls for selecting a first variable from a plurality of variables, wherein the first variable is a ratio of two independently selected variables, the first variable being associated with a first coordinate;
- providing controls for selecting a second variable from the plurality of variables, wherein the second variable is a ratio of two independently selected variables, the second variable being associated with a second coordinate;
- providing controls for selecting time periods;
- retrieving historical financial data for a plurality of business units, the retrieved data being in an electronic readable format and associated with the selected variables and time periods;
- determining a plurality of data points for each business unit, the data points being based on the retrieved data, each data point having the first coordinate and the second coordinate and associated with at least one of the selected time periods;
- displaying the data points and trend lines connecting the data points associated with a particular business unit;
- and
- displaying labels of axes corresponding to the selected variables.
A method for assessing the performance of a company, comprising:
- receiving financial data about the company;
- determining a current value and a future value which combined make up an enterprise value of the company;
- decomposing the future value into a plurality of future value components, wherein the plurality of future value components include:
- (i) an economy component that defines an implied amount of growth of the company attributable to the growth of the economy;
- (ii) an operating advantage component;
- and
- (iii) a future value (FV) premium component comprising the difference between the future value of the company and a sum of the economy component and the operating advantage component;
- and
- displaying at least one of the future value components to advise a user of the performance of the company relative to the economy in general.
Dependencies are inferred from the claim text.