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  2. DuPont analysis - Wikipedia

    en.wikipedia.org/wiki/DuPont_analysis

    The DuPont analysis breaks down ROE (that is, the returns that investors receive from a single dollar of equity) into three distinct elements. This analysis enables the manager or analyst to understand the source of superior (or inferior) return by comparison with companies in similar industries (or between industries).

  3. Tagetik - Wikipedia

    en.wikipedia.org/wiki/Tagetik

    The company's software monitors and manages financial performance and processes, such as budgeting, consolidation, planning and forecasting, disclosure management, and reporting. The software uses Microsoft Office , using Microsoft Excel, Word and PowerPoint for input and report templates.

  4. Financial accounting - Wikipedia

    en.wikipedia.org/wiki/Financial_accounting

    Financial accounting serves the following purposes: producing general purpose financial statements; producing information used by the management of a business entity for decision making, planning and performance evaluation; producing financial statements for meeting regulatory requirements.

  5. Strategic planning - Wikipedia

    en.wikipedia.org/wiki/Strategic_planning

    Simply extending financial statement projections into the future without consideration of the competitive environment is a form of financial planning or budgeting, not strategic planning. In business, the term "financial plan" is often used to describe the expected financial performance of an organization for future periods.

  6. Financial analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_analysis

    Future Performance - Using historical figures and certain mathematical and statistical techniques, including present and future values, This extrapolation method is the main source of errors in financial analysis as past statistics can be poor predictors of future prospects. Comparative Performance - Comparison between similar firms

  7. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Management discussion and analysis or MD&A is an integrated part of a company's annual financial statements. The purpose of the MD&A is to provide a narrative explanation, through the eyes of management, of how an entity has performed in the past, its financial condition, and its future prospects.

  8. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis is a method or process involving specific techniques for evaluating risks, performance, valuation, financial health, and future prospects of an organization. [1] It is used by a variety of stakeholders, such as credit and equity investors, the government, the public, and decision-makers within the organization.

  9. Business model canvas - Wikipedia

    en.wikipedia.org/wiki/Business_Model_Canvas

    The business model canvas is a strategic management template that is used for developing new business models and documenting existing ones. [2] [3] It offers a visual chart with elements describing a firm's or product's value proposition, [4] infrastructure, customers, and finances, [1] assisting businesses to align their activities by illustrating potential trade-offs.

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