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  • All HBS Web  (1,272)
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  • February 2000 (Revised August 2003)
  • Teaching Note

Thermo Electron Corporation: Financial Analysis TN

By: Paul M. Healy
Citation
Related
Healy, Paul M. "Thermo Electron Corporation: Financial Analysis TN." Harvard Business School Teaching Note 100-083, February 2000. (Revised August 2003.)
  • March 1983 (Revised November 1988)
  • Case

Hospital Corp. of America: Financial Analysis

By: Regina E. Herzlinger
Keywords: Health Industry; United States
Citation
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Herzlinger, Regina E. "Hospital Corp. of America: Financial Analysis." Harvard Business School Case 183-180, March 1983. (Revised November 1988.)
  • February 1987 (Revised July 1996)
  • Case

Comdisco, Inc.: Financial Statement Analysis (B)

By: Krishna G. Palepu
Keywords: Financial Statements
Citation
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Palepu, Krishna G. "Comdisco, Inc.: Financial Statement Analysis (B)." Harvard Business School Case 187-119, February 1987. (Revised July 1996.)
  • November 1993 (Revised July 1995)
  • Background Note

Introduction to Transnational Financial Statement Analysis

By: David F. Hawkins
Keywords: International Accounting; Financial Statements
Citation
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Hawkins, David F. "Introduction to Transnational Financial Statement Analysis." Harvard Business School Background Note 194-029, November 1993. (Revised July 1995.)
  • Fast Answer

Resources for Investment Management and Financial Analysis

Resources and instructional videos for company and industry financial analysis, stock pitching, Business Analysis & Valuation Using Financial Statements... View Details
  • 2013
  • Book

Business Analysis and Valuation: Using Financial Statements, Text and Cases

By: Krishna G. Palepu and Paul M. Healy
This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details
Keywords: Governance; Debt Securities; Valuation; Performance Evaluation; Financial Statements; Credit; Business Ventures; Strategy; Financial Condition; Mergers and Acquisitions; Forecasting and Prediction
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Palepu, Krishna G., and Paul M. Healy. Business Analysis and Valuation: Using Financial Statements, Text and Cases. 5th ed. Cengage Learning, 2013.
  • Article

The Consumer Financial Protection Bureau: Financial Regulation for the Twenty-First Century

By: Leonard J. Kennedy, Patricia A. McCoy and Ethan S. Bernstein
After existing regulatory systems failed to prevent the recent financial crisis, Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act, a sweeping reform designed to alleviate the crisis and prevent its recurrence. Out of this Act, the Consumer... View Details
Keywords: Consumer Financial Protection Bureau; Dodd-Frank; CFPB; Financial Crisis; Reform; New Agency; Market-based Approach; Evidence-based Analysis; Innovative Technologies And Transparency Policies; BEST Practices; Government and Politics; Government Administration; Finance; Financial History; Law; Markets; Organizations; Organizational Design; Business and Government Relations; Balance and Stability; Strategy; Financial Services Industry; Financial Services Industry; United States
Citation
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Kennedy, Leonard J., Patricia A. McCoy, and Ethan S. Bernstein. "The Consumer Financial Protection Bureau: Financial Regulation for the Twenty-First Century." Cornell Law Review 97, no. 5 (July 2012): 1141–1176.
  • 1996
  • Book

Business Analysis and Valuation Using Financial Statements

By: Victor L Bernard, Paul M. Healy and Krishna G. Palepu
Keywords: Financial Statements; Valuation
Citation
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Bernard, Victor L., Paul M. Healy, and Krishna G. Palepu. Business Analysis and Valuation Using Financial Statements. Cincinnati, OH: South-Western College Publishing, 1996.
  • March 1972
  • Exercise

Financial Analysis and Forecasting: Problems and Exercises

Citation
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Tennican, Michael L. "Financial Analysis and Forecasting: Problems and Exercises." Harvard Business School Exercise 272-156, March 1972.
  • 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,... View Details
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
Citation
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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.)
  • July 1983 (Revised June 1985)
  • Background Note

Note on the Analysis of Financial Reports

Citation
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Dearden, John. "Note on the Analysis of Financial Reports." Harvard Business School Background Note 184-006, July 1983. (Revised June 1985.)
  • Web

Strategic Financial Analysis Online Course | HBS Online

This course is part of the Finance & Accounting track. Introduction to Strategic Financial Analysis LIMITED TIME ONLY Extra learning at no extra cost. Enroll now and unlock a GenAI Bonus Bundle featuring... View Details
  • 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. View Details
Keywords: Cash Flow Analysis; Strategy Execution; Management Control Systems; Analysis; Cash Flow; Financial Statements
Citation
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Simons, Robert, and Antonio Davila. "Chemalite, Inc. (B): Cash Flow Analysis." Harvard Business School Case 195-130, September 1994. (Revised June 2017.)
  • Article

CEO Compensation in Financially Distressed Firms: An Empirical Analysis

By: S. C. Gilson and M. R. Vetsuypens
Keywords: Management; Compensation and Benefits; Business Ventures
Citation
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Gilson, S. C., and M. R. Vetsuypens. "CEO Compensation in Financially Distressed Firms: An Empirical Analysis." Journal of Finance 48, no. 2 (June 1993): 425–458. (Abstracted in Financial Management Collection 7 (winter 1992) and 9 (fall 1994))
  • 1999
  • Chapter

CEO Compensation in Financially Distressed Firms: An Empirical Analysis

By: S. C. Gilson and M. R. Vetsuypens
Keywords: Executive Compensation; Insolvency and Bankruptcy
Citation
Related
Gilson, S. C., and M. R. Vetsuypens. "CEO Compensation in Financially Distressed Firms: An Empirical Analysis." In The Economics of Executive Compensation, edited by Kevin Hallock and Kevin Murphy. U.K.: Edward Elgar Publishing, 1999.
  • 2003
  • Casebook

Business Analysis and Valuation Using Financial Statements: Text and Cases

By: Krishna G. Palepu, Paul M. Healy and Victor L. Bernard
Keywords: Theory; Valuation; Finance; Reports; Cases; Information
Citation
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Palepu, Krishna G., Paul M. Healy, and Victor L. Bernard. Business Analysis and Valuation Using Financial Statements: Text and Cases. 3rd ed. Mason, OH: Thomson South-Western, 2003.
  • June 2003
  • Article

Thinking Real: Key to Financial Analysis in Deflationary Periods

By: David Hawkins
Keywords: Cognition and Thinking; Finance; Theory; Inflation and Deflation
Citation
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Hawkins, David. "Thinking Real: Key to Financial Analysis in Deflationary Periods." Accounting Bulletin, no. 119 (June 2003).
  • May 1990 (Revised September 1994)
  • Background Note

Note on Financial Reporting Strategy and Analysis When Managers Have Proprietary Information

By: Krishna G. Palepu
Provides a framework that helps explain these real-world observations about accounting and financial statement analysis. When managers have superior information on firms' strategies, and when investors suspect that managers have incentives not to fully disclose this... View Details
Keywords: Financial Reporting; Strategy; Knowledge Management
Citation
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Palepu, Krishna G. "Note on Financial Reporting Strategy and Analysis When Managers Have Proprietary Information." Harvard Business School Background Note 190-188, May 1990. (Revised September 1994.)
  • March 1987 (Revised May 1995)
  • Teaching Note

Comdisco, Inc.: Financial Statement Analysis (A) and (B), Teaching Note

By: Krishna G. Palepu
Keywords: Financial Statements
Citation
Related
Palepu, Krishna G. "Comdisco, Inc.: Financial Statement Analysis (A) and (B), Teaching Note." Harvard Business School Teaching Note 187-143, March 1987. (Revised May 1995.)
  • 2008
  • Working Paper

Signaling Firm Performance Through Financial Statement Presentation: An Analysis Using Special Items

By: Edward J. Riedl and Suraj Srinivasan
This paper investigates whether managers' presentation of special items within the financial statements reflects economic performance or opportunism. Specifically, we assess special items presented as a separate line item on the income statement (income statement... View Details
Keywords: Financial Reporting; Financial Statements; Decision Choices and Conditions; Corporate Disclosure; Performance
Citation
SSRN
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Related
Riedl, Edward J., and Suraj Srinivasan. "Signaling Firm Performance Through Financial Statement Presentation: An Analysis Using Special Items." Harvard Business School Working Paper, No. 09-031, September 2008. (Conditionally accepted at Contemporary Accounting Research.)
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