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Shareholder Value Analysis

Animated whiteboard explainer: Shareholder Value Analysis

Alfred Rappaport, 1986 0:39 Whiteboard video

Overview

What if you could measure the true health of a company not just by its profits, but by how it creates value for its shareholders? That's where Shareholder Value Analysis comes in.

Key Components

Used by investors and managers to evaluate long-term financial performance, this framework helps identify whether a company is generating returns that exceed its cost of capital. Visualized through a simple diagram, it compares the value created against the value destroyed, showing where a business is adding or losing shareholder wealth.

How to Apply

To apply it, start by calculating the difference between the company's returns and its required rate of return. When done right, this analysis guides smarter investment and better strategic decisions.

Key Insight