SFAS

(Strategic Factor Analysis

Summary)

STRATEGIC MANAGEMENT & BUSINESS POLICY

13TH EDITION
THOMAS L. WHEELEN J. DAVID HUNGER
Case method- provides the opportunity to move from
a narrow, specialized view that emphasizes
functional techniques to a broader, less precise
analysis of the overall corporation

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 Researching the Case Situation

Don’t go beyond the decision date of the case in your

research unless instructed to do so

Sources of information:
• Hoover’s
• Company annual and 10-K reports

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 Researching the Case Situation

Ratio analysis- the calculation of ratios from data on

financial statements
• Liquidity ratios
• Profitability ratios
• Activity ratios
• Leverage ratios

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 Analyzing Financial Statements

• Review historical income statements and balance

sheets
• Compare historical statements over time
• Calculate changes that occur in individual
categories form year to year
• Determine the change as a percentage
• Adjust for inflation

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Common size statements- financial statements in
which the dollar figures have been converted into
percentages

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Altman’s Z Value bankruptcy formula- calculate
the likelihood of going bankrupt. Compare historical
statements over time
Index of sustainable growth- used to determine
whether a company embarking on a growth
strategy will need to take on debt to fund the
growth

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 Useful Economic Measures
Constant dollars- dollars adjusted for inflation

Prime interest rate- the rate of interest banks charge

on their lowest risk loans

Gross domestic product- measures total output of

goods and services within a country’s borders

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SWOT ANALYSIS

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 Format Laporan Analisis Strategi Bisnis

1. Cover
2. Pendahuluan (informasi mengenai profil perusahaan,
bila minim pada case study bisa dicari di web
perusahaan)
3. Situasi Bisnis Perusahaan
4. External Environment (EFAS)
5. Internal Environment (IFAS)
6. SWOT Analysis
7. Penutup