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Returns on Corporate Capital

- comparisons of company returns based on GAAP-defined performance measurements -

Produced by the Forum from SEC records of company reports provided by

[tbd]

   

 

 

This website is intended only for the use of Forum participants in a private workshop project to define "Returns on Corporate Capital."

 
 

 

 

Please comment on test graph

This is a test graph, presented for review by Forum participants interested in offering suggestions to refine the analysis as well as the graphing tool. It should be understood that this test graph is designed only for workshop development use, and does not have the functionality or universe of corporate data that will be provided in a version designed for public use.

See the June 16, 2016 Forum Report: Defining a Simple Measure of "Returns on Corporate Capital."¯

 Returns on Corporate Capital

The definition of Returns on Corporate Capital ("ROCC") is being developed in a 2016 workshop project of the Shareholder Forum to provide a consistent measure for comparing corporate performance.

As indicated in the workshop's June 16, 2016 report inviting comments to refine both the definition of the ROCC analysis and the graphing tool for its use, a wide range of professional and academic participants contributed their expertise to assure consideration of all relevant corporate and investor decision-making interests. The project also benefited particularly from the significant research contributions of Organizational Capital Partners and Shareholder Value Advisors, and from the latter's contribution of Compustat-based data for the test version of the ROCC graphing tool.

Embedded OneDrive Excel Workbook Example

For an example of ROCC application as a foundation for analyses of executive compensation, see

New York Times | Fair Game

June 17, 2016

"How to Gauge a C.E.O.’s Value?

Hint: It’s Not the Share Price"

♦♦♦

For related applications to analyses of stock buyback proposals, see the workshop Buyback Analysis and the following reports of its development

Forum Report

August 11, 2016

Measuring Comparative Results of Buybacks and Reinvestment

and

New York Times | Fair Game

August 12, 2016

"A Simple Test to Dispel the Illusion

Behind Stock Buybacks"

 

 

Permission is granted to republish images of the graphs of Returns on Corporate Capital as presented on this website with their full statements of source and copyright information, or as otherwise specifically approved to satisfactorily describe the analysis and sources, and to respect the intellectual property rights of both the Shareholder Forum and its cited contributors of research.

Information requests and suggestions of research applications for Shareholder Support Rankings or the related data can be addressed to the Shareholder Forum at rocc@shareholderforum.com.

 

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material other than as specifically stated. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.