Surfacing the right insights from a growing sea of business data, financial results and market projections is critical to building confidence to make bold decisions and lead a company forward
HOW WE HELP

Performance Measurement
Develop a powerful new picture of performance and value creation with tailored metrics based on a company’s unique sources of value creation

Peer
Benchmarking
Statistical approach to identifying your market-implied true peer set, and how performance accrues value within it

Value
Driver Diagnostic
A differentiated view of how growth, profitability, capital and reinvestment contribute to current and future value, and where to build a case for change

Managerial
Diagnostic
Structured assessment of formal and informal organizational roadblocks to better managerial decision-making

Portfolio
Evaluation
Develop an economic map of the corporate and BU portfolio to identify where value is created and destroyed to inform strategic choices

Stakeholder
Value
Build a stakeholder dataset to incorporate into financial and strategic decisions, and investor communications

Capital Management Policy
Gain insight on the link between strategy and decisions on leverage, liquidity, shareholder payouts and other policy decisions

Better Insights starts with building a deep understanding of the true earnings and value creation potential of the enterprise and its portfolio

KEY CLIENT IMPACT

SINGLE MEASURE OF VALUE
We take a structured approach that aligns measurable aspects of the business to a single value metric, allowing actionable insights that are consistent across the organization
Typical Company
Fortuna’s Residual Cash Earnings Approach
THE POWER OF THE FORTUNA APPROACH
A sophisticated and accurate measure of value, yet simple enough to adopt and gain insight at multiple levels of the organization

KEY CLIENT IMPACT

ALIGNMENT WITH INVESTORS
Companies benefit from a clear internal measure of value that aligns with both the direction and size of how the market measures value.
Case Study: Predicting Amazon’s Share Value
Amazon’s Predicted Value Using
Traditional Earnings Metrics

EP-implied value calculated as net invested capital minus net debt plus capitalized economic profit in each year

Amazon’s Predicted Value Using
Fortuna’s RCE

RCE-implied value calculated as gross operating assets (minus operating liabilities) plus capitalized residual cash earnings in each year

READ MORE ABOUT

DEVELOPING BETTER INSIGHTS
James Pappas on “growth activism” and customer-centric strategy
James Pappas discusses his journey from the family restaurant business to consumer and retail finance roles at Goldman Sachs and Bank of America to founding an activist investor firm. However, ...
Brian Tomlinson on how sustainability drives long-term value
Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Brian and our host, Greg Milano, explore how boards and managements can measure, reward, and communicate ...
Create More Value Podcast: Ryan Barker on how brand investments create value
Ryan Barker, CEO and founder of BERA Brand Management, has revolutionized the measurement of brand differentiation using predictive AI technology. He talks about the shortcomings of media mix models, the ...
2024 Fortuna Advisors Value Leadership Report
The 2024 Fortuna Advisors Value Leadership Report reveals top-performing S&P 900 companies and industries—and unpacks how they produced outsized shareholder returns over the last five years.
Capital Deployment Roundtable:<br>Measuring and Managing Intangible Investment
Greg Milano: Hello, I am Gregory Milano, founder and CEO of Fortuna Advisors. Welcome to this roundtable discussion on measuring and managing the value of intangible assets. My main collaborator, ...
2023 Fortuna Advisors Value Leadership Report
The 2023 Fortuna Advisors Value Leadership Report reveals top-performing S&P 900 companies and industries—and unpacks how they produced exceptional shareholder returns over the last five years.
Creating Stakeholder Alignment and Ownership Culture in Healthcare
In diplomatic circles and consensus-building business meetings, experts recommend bringing divergent sides together by finding and starting from a place of mutual agreement. More often than you might think, industries, ...
Rethinking the Value of 3 Common Financial Metrics
Most companies use too many incomplete measures and would benefit from using one complete measure instead, as railroading company CSX has implemented.
2022 Fortuna Advisors Value Leadership Report
The 2022 Fortuna Advisors Value Leadership Report reveals top-performing Russell 1000 companies and industries—and unpacks how they produced exceptional shareholder returns over the last five years.
Beware of Zombie Businesses in Your Portfolio
In the months to come, the penalty for holding disappointing businesses in corporate portfolios will grow. As interest rates rise, the expected future cash flows may be worth less than ...
The Importance of Corporate Purpose
Now more than any time in history, the most attractive employers and brands are those that follow inspirational visions. Customers want products that reflect their social and environmental values, and ...
Advancing the Strategic Role of the Treasury: How Great Companies Become Great Stocks
High valuations and shareholder returns come with substantial benefits for corporate treasury and finance departments. Understanding the determinants of market value can help get them there.
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