Does the Sources of Earnings Matter to Equity Investors?

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Journal Title

Journal ISSN

Volume Title

School of Business | Bachelor's thesis

Date

2023

Major/Subject

Mcode

Degree programme

Rahoitus

Language

en

Pages

22+3

Series

Abstract

This thesis brings a new analysis about investors interest towards operational source of earnings and how well past components of operational earnings can forecast future change in operational earnings. I approached operational earnings through Dupont analysis, where return on net operating assets is decomposed into profit margin and asset turnover. I found consistent with prior research that change in asset turnover is significant to forecast future change on return on net operating assets. Current year market returns were affected by past change in asset turnover and past change in profit margin. Current year market returns are also affected by information about future level of asset turnover. Market return test show that investors interest reach down to sources of earnings not just the last layer of money that they receive.

Description

Thesis advisor

Vihriälä, Erkki

Keywords

financial statement analysis, Dupont analysis, forecasting, market returns

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