ADVICE BUILT TO DELIVER

BETTER & MORE ENDURING RESULTS

Better Insights

Improve the foundational understanding of how a company uniquely creates value across the portfolio and develop custom metrics to better inform management decision-making

Better Decisions

Make confident and consistent decisions, from the CEO’s office down to the shop floor, with a unified approach that balances current earnings with investment in future growth

Better Behaviors

Unlock the full potential of Better Decisions through cultural change and incentives that have a clear, consistent link to a company’s unique source of value creation

A UNIQUE FRAMEWORK TO MEASURE

TRUE VALUE CREATION
How companies create value is changing, so too must how we measure value creation.
Fortuna developed its Residual Cash Earnings to better measure the true value of a company’s assets
and the true value of its earnings.
Amazon’s Predicted Value Using
Traditional Earnings Metrics
Traditional earnings metrics distort value creation with non-cash measures and failure to recognize investments made through the income statement
Amazon’s Predicted Value Using Fortuna’s Residual Cash Earnings Approach
RCE-implied value calculated as gross operating assets (minus operating liabilities) plus capitalized residual cash earnings in each year

A BOLD AMBITION TO AIM FOR

TOP QUARTILE PERFORMANCE
Less than 5% of companies sustain top-quartile TSR performance over consecutive periods, but the wide dispersion of historical outcomes suggests all companies can chart a course to achieve that goal.

Framing the potential for TSR improvement helps set an aspirational objective to guide decision-making


We then work with companies to develop, test and execute strategies to deliver on their full value creation potential

Source: Capital IQ. Each dot = an S&P 500 company, ranked by percentile TSR performance in each 5-year period on USD basis

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how we can find its catalyst for growth.