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Publications

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  • All HBS Web  (408)
    • Faculty Publications  (35)

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    • All HBS Web  (408)
      • Faculty Publications  (35)

      Financial Ratios Remove Financial Ratios →

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      Public companies: comparative financial ratios
      Where do I find comparative financial ratios of public companies in an industry? In Capital IQ: For broad industry sectors (energy, materials,...
      Introduction to Financial Ratios and Financial Statement Analysis
      → Search All HBS Web
      • 2020
      • Working Paper

      Determinants of Early-Stage Startup Performance: Survey Results

      By: Thomas R. Eisenmann
      To explore determinants of new venture performance, the CEOs of 470 early-stage startups were surveyed regarding a broad range of factors related to their venture’s customer value proposition, product management, marketing, technology and operations, financial...  View Details
      Keywords: Startups; Survey Research; Performance Analysis; Entrepreneurship; Performance; Analysis; Business Startups; Failure; Surveys
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      Eisenmann, Thomas R. "Determinants of Early-Stage Startup Performance: Survey Results." Harvard Business School Working Paper, No. 21-057, October 2020.
      • 2021
      • Working Paper

      Elusive Safety: The New Geography of Capital Flows and Risk

      By: Laura Alfaro, Ester Faia, Ruth Judson and Tim Schmidt-Eisenlohr
      A confidential dataset with industry-level disaggregation of U.S. cross-border claims and liabilities, shows U.S. securities to be increasingly intermediated by tax-haven-financial-centers (THFC) and less regulated funds. These securities are risky, in...  View Details
      Keywords: Tax Havens; Financial Centers; Geography Of Flows; Profit Shifting; Tax Avoidance; Risk; Safe Assets; Hetergeneous Firms; Endogenous Entry; Endogenous Monitoring; Regulatory Arbitrage; Assets; Safety; Risk And Uncertainty; Capital; Global Range
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      Alfaro, Laura, Ester Faia, Ruth Judson, and Tim Schmidt-Eisenlohr. "Elusive Safety: The New Geography of Capital Flows and Risk." Harvard Business School Working Paper, No. 20-099, March 2020. (Revised February 2021.)
      • December 2018
      • Case

      Bata versus Relaxo—Analyzing Performance

      By: Suraj Srinivasan, Iris Leung and Quinn Pitcher
      Set in 2016, “Bata India versus Relaxo—Analyzing Performance” compares the strategies and financial performance of two Indian footwear companies. Bata India had long been the market leader in footwear in India, but its leading market position was being challenged by...  View Details
      Keywords: Finance; Strategy; Operations; Performance Evaluation; financial Statements; Analysis; Apparel And Accessories Industry
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      Srinivasan, Suraj, Iris Leung, and Quinn Pitcher. "Bata versus Relaxo—Analyzing Performance." Harvard Business School Case 119-050, December 2018.
      • September 2018
      • Teaching Note

      The Case of the Unidentified Ratios

      By: Josh Lerner
      Teaching Note for HBS No. 812-129. This teaching note provides an introduction to ratio analysis as well as the different financial properties across and within industries. Students are asked to match ratios to a list of industries.  View Details
      Keywords: Finance; Financial Analysis; Ratio Analysis; Industry Analysis; Finance; Analysis
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      Lerner, Josh. "The Case of the Unidentified Ratios." Harvard Business School Teaching Note 819-052, September 2018.
      • September 2017 (Revised February 2019)
      • Case

      Blackstone's GSO Capital: Crosstex Investment

      By: Victoria Ivashina, John D. Dionne and Jeffrey Boyar
      This case focuses on the Blackstone credit arm, GSO Capital as it evaluated a proposal for an equity investment into the distressed company, Crosstex Energy L.P., an integrated midstream energy company, that was hit hard by declining natural gas prices during the 2008...  View Details
      Keywords: Distress Investing; Rescue Financing; Investment; Borrowing And Debt; financial Condition
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      Ivashina, Victoria, John D. Dionne, and Jeffrey Boyar. "Blackstone's GSO Capital: Crosstex Investment." Harvard Business School Case 218-008, September 2017. (Revised February 2019.)
      • August 2017
      • Article

      Should Governments Invest More in Nudging?

      By: Shlomo Benartzi, John Beshears, Katherine L. Milkman, Cass R. Sunstein, Richard H. Thaler, Maya Shankar, Will Tucker-Ray, William J. Congdon and Steven Galing
      Governments are increasingly adopting behavioral science techniques for changing individual behavior in pursuit of policy objectives. The types of “nudge” interventions that governments are now adopting alter people’s decisions without coercion or significant changes...  View Details
      Keywords: Nudge; Nudge Unit; Choice Architecture; Behavioral Science; Behavioral Economics; Savings; Pension Plan; Education; College Enrollment; Energy; Electricity Usage; Preventive Health; Influenza Vaccination; Flu Shot; Open Materials; Behavior; Governance; Economics; Policy; Power And Influence
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      Benartzi, Shlomo, John Beshears, Katherine L. Milkman, Cass R. Sunstein, Richard H. Thaler, Maya Shankar, Will Tucker-Ray, William J. Congdon, and Steven Galing. "Should Governments Invest More in Nudging?" Psychological Science 28, no. 8 (August 2017): 1041–1055.
      • June 2017
      • Case

      AT&T Versus Verizon: A Financial Comparison

      By: V.G. Narayanan and Joel L. Heilprin
      This case asks students to prepare a report comparing the financial and operating performance of AT&T and Verizon. Taking the perspective of a communications industry analyst, they must also consider the differences between and implications of the companies' business...  View Details
      Keywords: financial Statements; Operations; Analysis; Business Model; Accounting; Performance Effectiveness; Telecommunications Industry
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      Narayanan, V.G., and Joel L. Heilprin. "AT&T Versus Verizon: A Financial Comparison." Harvard Business School Brief Case 917-543, June 2017.
      • 2017
      • Other Teaching and Training Material

      Financial Accounting Reading: Analyzing Financial Statements

      By: Suraj Srinivasan and V.G. Narayanan
      Core Curriculum Readings in Financial Accounting cover the fundamental concepts in financial accounting. Many Readings include videos and Interactive Illustrations to help students master complex concepts.
      This reading helps students understand that financial...  View Details
      Keywords: Financial Ratios; financial Statements; Analysis; Accounting
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      Srinivasan, Suraj, and V.G. Narayanan. "Financial Accounting Reading: Analyzing Financial Statements." Core Curriculum Readings Series. Boston: Harvard Business School Publishing 5056, 2017.
      • September 2015
      • Teaching Note

      Unidentified Industries: Australia 2014

      By: Benjamin C. Esty and William E. Fruhan, Jr.
      Helps students to understand how the characteristics of a business are reflected in the firm's financial statements. In this exercise, students are given balance sheet data in percentage form (common-size balance sheets) and other selected financial ratios for a set of...  View Details
      Keywords: Accounting; Finance; financial Management; Australia
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      Esty, Benjamin C., and William E. Fruhan, Jr. "Unidentified Industries: Australia 2014." Harvard Business School Teaching Note 216-018, September 2015.
      • September 2015 (Revised July 2016)
      • Case

      Unidentified Industries: Australia 2014

      By: Benjamin Esty and William E. Fruhan, Jr.
      Helps students to understand how the characteristics of a business are reflected in the firm's financial statements. In this exercise, students are given balance sheet data in percentage form (common-size balance sheets) and other selected financial ratios for a set of...  View Details
      Keywords: Accounting; Finance; financial Management; Australia
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      Esty, Benjamin, and William E. Fruhan, Jr. "Unidentified Industries: Australia 2014." Harvard Business School Case 216-014, September 2015. (Revised July 2016.)
      • 2014
      • Other Teaching and Training Material

      Entrepreneurship Reading: Financing Entrepreneurial Ventures

      By: William R. Kerr, Ramana Nanda and James McQuade
      "Financing Entrepreneurial Ventures" introduces students to the key issues involved in the financing of entrepreneurial enterprises. The Reading begins by examining how business models shape external financing requirements. It then contrasts the choice to bootstrap...  View Details
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      Kerr, William R., Ramana Nanda, and James McQuade. "Entrepreneurship Reading: Financing Entrepreneurial Ventures." Core Curriculum Readings Series. Harvard Business Publishing 8072, 2014.
      • June 2014
      • Case

      Financial Policy at Apple, 2013 (A)

      By: Mihir A. Desai and Elizabeth A. Meyer
      By the end of 2013, Apple had $137 billion dollars in cash and marketable securities. This case explores how companies can generate such large amounts of cash and how and if they should distribute it to shareholders, especially in the face of shareholder pressure. In...  View Details
      Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing And Debt; financial Management; financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic Of Ireland
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      Desai, Mihir A., and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (A)." Harvard Business School Case 214-085, June 2014.
      • February 2013
      • Case

      New Earth Mining, Inc.

      By: William E. Fruhan and Wei Wang
      New Earth Mining is one of the largest producers of precious metals in the U.S. While the firm operates mines primarily in the U.S. and Canada, it has also made substantial investments in gold exploration projects in Australia and Chile. New Earth has been very...  View Details
      Keywords: South Africa; Capital Budgeting; International Business; Valuation; Return On Investment; Risk Management; Mining; Risk And Uncertainty; Risk Management; Valuation; Investment; Diversification; Mining Industry; Australia; South Africa; Chile; Canada; United States
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      Fruhan, William E., and Wei Wang. "New Earth Mining, Inc." Harvard Business School Brief Case 913-548, February 2013.
      • 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.
      • 2013
      • Working Paper

      FIN Around the World: The Contribution of Financing Activity to Profitability

      By: Russell Lundholm, George Serafeim and Gwen Yu
      We study how the availability of domestic credit influences the contribution that financing activities make to a firm's return on equity (ROE). Using a sample of 51,866 firms from 69 countries, we find that financing activities contribute more to a firm's ROE in...  View Details
      Keywords: Domestic Credit; Return Of Equity; Corporate Performance; Financial Statement Analysis; financial Statements; Valuation; Cost Of Capital; Asset Pricing; Economic Growth
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      Lundholm, Russell, George Serafeim, and Gwen Yu. "FIN Around the World: The Contribution of Financing Activity to Profitability." Harvard Business School Working Paper, No. 13-011, July 2012. (Revised March 2014.)
      • January 2011 (Revised January 2012)
      • Case

      The Case of the Unidentified Healthcare Companies 2010

      By: Richard Bohmer, Ethan Bernstein, Margarita Krivitski and Srinidhi Reddy
      This case presents financial statements and selected ratios for 14 unidentified healthcare organizations and asks that each set of financial information be matched with one of the following healthcare companies: a biotechnology firm, a community nursing company, a...  View Details
      Keywords: financial Reporting; financial Statements; Health Care And Treatment; Health Industry
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      Bohmer, Richard, Ethan Bernstein, Margarita Krivitski, and Srinidhi Reddy. "The Case of the Unidentified Healthcare Companies 2010." Harvard Business School Case 611-043, January 2011. (Revised January 2012.)
      • November 2010 (Revised May 2012)
      • Background Note

      Assessing a Company's Future Financial Health

      By: Thomas R. Piper
      The case provides students with (1) an understanding of the essence of long-term financial health; (2) familiarity with the calculation and meaning of various financial ratios; and (3) an understanding of the influence of a company's operating and competitive...  View Details
      Keywords: financial Condition; Forecasting And Prediction; Investment Return; Operations; Competitive Strategy
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      Piper, Thomas R. "Assessing a Company's Future Financial Health." Harvard Business School Background Note 911-412, November 2010. (Revised May 2012.)
      • September 2010
      • Article

      Do Inventory and Gross Margin Data Improve Sales Forecasts for U.S. Public Retailers?

      By: Saravanan Kesavan, Vishal Gaur and Ananth Raman
      Firm-level sales forecasts for retailers can be improved if we incorporate cost of goods sold, inventory, and gross margin (defined here as the ratio of sales to cost of goods sold) as three endogenous variables. We construct a simultaneous equations model, estimated...  View Details
      Keywords: Sales; Forecasting And Prediction; Distribution; Goods And Commodities; Cost; Public Sector; Profit; Mathematical Methods; Data And Data Sets; Retail Industry; United States
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      Kesavan, Saravanan, Vishal Gaur, and Ananth Raman. "Do Inventory and Gross Margin Data Improve Sales Forecasts for U.S. Public Retailers?" Management Science 56, no. 9 (September 2010).
      • March 2009 (Revised July 2010)
      • Case

      State Street Corporation

      By: William E. Fruhan
      To maximize their effectiveness, color cases should be printed in color. State Street Corp. reports a 13% gain in EPS in 2008 amidst a global financial crisis. The stock price declines 59% on the day of the earnings report. This one day decline was exceeded in the...  View Details
      Keywords: Fair Value Accounting; financial Reporting; financial Crisis; financial Liquidity; financial Markets; Crisis Management; financial Services Industry
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      Fruhan, William E. "State Street Corporation." Harvard Business School Case 209-112, March 2009. (Revised July 2010.)
      • 2007
      • Text Book

      Business Analysis and Valuation: Using Financial Statements

      By: Paul M. Healy and Krishna G. Palepu
      Financial statements are the basis for a wide range of business analysis. Managers, securities analysts, bankers, and consultants all use them to make business decisions. There is strong demand among business students for course materials that provide a framework for...  View Details
      Keywords: Valuation; Framework; Decision Choices And Conditions; financial Statements
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      Healy, Paul M., and Krishna G. Palepu. Business Analysis and Valuation: Using Financial Statements. 4th ed. Mason, OH: Thomson South-Western, 2007.
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      Are you looking for?

      Public companies: comparative financial ratios
      Where do I find comparative financial ratios of public companies in an industry? In Capital IQ: For broad industry sectors (energy, materials,...
      Introduction to Financial Ratios and Financial Statement Analysis
      → Search All HBS Web
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