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All HBS Web
(1,852)
- People (1)
- News (168)
- Research (1,274)
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- Multimedia (3)
- Faculty Publications (723)
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- March 1987 (Revised May 1995)
- Teaching Note
Comdisco, Inc.: Financial Statement Analysis (A) and (B), Teaching Note
Keywords:
Financial Statements
- 1990
- Other Unpublished Work
Understanding Financial Statements
By: Marc L Bertoneche
Keywords:
Financial Statements
- March 2001
- Article
2001 CFA Level 1 and II Financial Statement Analysis Review
By: David F. Hawkins
Hawkins, David F. "2001 CFA Level 1 and II Financial Statement Analysis Review." Accounting Bulletin, no. 96 (March 2001).
- Teaching Interest
Strategic Financial Analysis
By: Suraj Srinivasan
This course focuses on the tools used to create economic value. It presents frameworks for assessing strategy, monitoring performance, forecasting capital utilization, valuing strategic assets, and reviewing restructuring opportunities. Participants learn to...
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- July 2020 (Revised September 2020)
- Case
Cash Flow Statements and Analysis
By: Paul Healy
Healy, Paul. "Cash Flow Statements and Analysis." Harvard Business School Case 121-019, July 2020. (Revised September 2020.)
- Winter 2013
- Article
Mandatory IFRS Adoption and Financial Statement Comparability
By: Francois Brochet, Alan Jagolinzer and Edward J. Riedl
This study examines whether mandatory adoption of International Financial Reporting Standards (IFRS) leads to capital market benefits through enhanced financial statement comparability. UK domestic standards are considered very similar to IFRS (Bae et al., 2008),...
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Keywords:
IFRS;
Comparability;
Private Information;
Insider Trading;
Ethics;
Standards;
Financial Statements
Brochet, Francois, Alan Jagolinzer, and Edward J. Riedl. "Mandatory IFRS Adoption and Financial Statement Comparability." Contemporary Accounting Research 30, no. 4 (Winter 2013): 1373–1400.
- Article
Financial Statement Errors: Evidence from the Distributional Properties of Financial Statement Numbers
By: Dan Amiram, Zahn Bozanic and Ethan Rouen
Amiram, Dan, Zahn Bozanic, and Ethan Rouen. "Financial Statement Errors: Evidence from the Distributional Properties of Financial Statement Numbers." Review of Accounting Studies 20, no. 4 (December 2015): 1540–1593.
- 19 May 2011
- Working Paper Summaries
Mandatory IFRS Adoption and Financial Statement Comparability
- August 2002 (Revised September 2002)
- Background Note
Financial Analysis of Microsoft
Contains a detailed analysis of Microsoft's financial performance from 1985 to 2001. During this time, Microsoft improved its profitability and cash flow generation--changes that led to a dramatic rise in valuation. Also addresses the issue of determining how much...
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Sahlman, William A. "Financial Analysis of Microsoft." Harvard Business School Background Note 803-019, August 2002. (Revised September 2002.)
- 1990
- Other Unpublished Work
Using and Interpreting Financial Statements
By: Marc L Bertoneche
Keywords:
Financial Statements
- October 1985
- Background Note
Statement of Changes in Financial Position
By: David F. Hawkins
Hawkins, David F. "Statement of Changes in Financial Position." Harvard Business School Background Note 186-075, October 1985.
- 2021
- Working Paper
Do Public Financial Statements Influence Venture Capital and Private Equity Financing?
By: Brian K. Baik, Natalie Berfeld and Rodrigo S. Verdi
We study whether private firm public financial statements influence the probability of raising venture capital (VC) and private equity (PE) financing. In particular, we propose that private firms’ public financial statements can help the VC/PE search process by...
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Keywords:
Business Economics;
Search Costs;
Accounting;
Venture Capital;
Governance;
Private Equity;
Financial Statements
Baik, Brian K., Natalie Berfeld, and Rodrigo S. Verdi. "Do Public Financial Statements Influence Venture Capital and Private Equity Financing?" SSRN Working Paper Series, No. 3867958, June 2021.
- September 1960 (Revised August 1983)
- Background Note
Note on Financial Analysis
Serves as an introduction to funds flows and ratio analysis. Includes basic discussion of these tools as assists in the analyst's or manager's job. Supplementary material includes problem set and answers.
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Helfert, Erich A. "Note on Financial Analysis." Harvard Business School Background Note 206-047, September 1960. (Revised August 1983.)
- May 1979 (Revised August 2013)
- Background Note
Financial Analysis of Real Property Investments
Develops a conceptual framework for financial analysis of real estate investments, taking into consideration the necessity for baseline data, project trends, and forecast discontinuities.
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Keywords:
Forecasting and Prediction;
Investment Return;
Trends;
Financial Services Industry;
Financial Services Industry
Poorvu, William J. "Financial Analysis of Real Property Investments." Harvard Business School Background Note 379-193, May 1979. (Revised August 2013.)
- January 2022 (Revised March 2022)
- Module Note
Analysis of Financial and Non-Financial Information for Forecasting Performance
This note describes the main themes and cases of a teaching module on the analysis of information from, and outside of, financial statements for forecasting firms’ future financial performance. The module’s pedagogical goal is to deepen students’ understanding of the...
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Wang, Charles C.Y. "Analysis of Financial and Non-Financial Information for Forecasting Performance." Harvard Business School Module Note 122-071, January 2022. (Revised March 2022.)
- September 1994 (Revised June 2017)
- Case
Chemalite, Inc. (B): Cash Flow Analysis
By: Robert Simons and Antonio Davila
Students are asked to use actual and pro forma financial statements to prepare a statement of cash flows under both the direct and indirect method.
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Keywords:
Cash Flow Analysis;
Strategy Execution;
Management Control Systems;
Analysis;
Cash Flow;
Financial Statements
Simons, Robert, and Antonio Davila. "Chemalite, Inc. (B): Cash Flow Analysis." Harvard Business School Case 195-130, September 1994. (Revised June 2017.)
- February 2018 (Revised June 2021)
- Case
New Constructs: Disrupting Fundamental Analysis with Robo-Analysts
By: Charles C.Y. Wang and Kyle Thomas
This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,...
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Keywords:
Fundamental Analysis;
Machine Learning;
Robo-analysts;
Financial Statements;
Financial Reporting;
Analysis;
Information Technology;
Financial Services Industry;
Financial Services Industry;
Financial Services Industry;
North America;
Tennessee
Wang, Charles C.Y., and Kyle Thomas. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Case 118-068, February 2018. (Revised June 2021.)
- March 1999
- Article
Off Comes On: New Consolidated Financial Statements Proposed
By: David F. Hawkins
Keywords:
Financial Statements
Hawkins, David F. "Off Comes On: New Consolidated Financial Statements Proposed." Accounting Bulletin, no. 78 (March 1999).
- November 2012
- Exercise
Coca-Cola: Residual Income Valuation Exercise
By: Suraj Srinivasan
The exercise illustrates the use of the residual income (also known as the abnormal earnings) valuation approach. Students are asked to provide a valuation of Coca-Cola Company using the residual income valuation methodology and understand how it maps into the...
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Keywords:
Business Analysis;
Valuation;
Residual Income Valuation;
Accounting;
Financial Accounting;
Financial Analysis;
Financial Statement Analysis;
Financial Statements;
Discounted Cash Flows
Srinivasan, Suraj, Beiting Cheng, and Edward J. Riedl. "Coca-Cola: Residual Income Valuation Exercise." Harvard Business School Exercise 113-056, November 2012.
- November 1999
- Case
Thermo Electron Corporation: Financial Analysis
By: Paul M. Healy and Souren G. Ouzounian
Healy, Paul M., and Souren G. Ouzounian. "Thermo Electron Corporation: Financial Analysis." Harvard Business School Case 100-057, November 1999.