VCFO

MARCH 17, 2023

That’s because inventory is a key driver of several profit & loss (P&L) statement components, from revenue all the way down to net profit. A benchmark exercise can also provide insight here. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Fpanda Club

JULY 24, 2022

They tend to avoid losses and prefer to keep the things as they are rather than invest in risky innovation. It’s better to define minimally acceptable revenues, profits and cash flows and then identify the assumptions that must prove true to make those financials happen. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

FEBRUARY 28, 2020

The total financial damage from the leak is still being tallied, but the loss of trust experience by Desjardins’ members cannot be easily undone. The breach resulted in more than $5 million in losses, but the damage done to CU members’ trust was incalculable. Problems outside CUs’ control can affect members’ faith in their FIs, too.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? In his perspective on Ventana’s 2019 benchmark research on the Office of Finance , Kugel noted that for the first time in 15 years, companies showed significant improvement in month-end close times.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate. But what if government securities are viewed as risky?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

SEPTEMBER 12, 2022

And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities? RITHOLTZ: … it’s almost respectable, right?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64