Business, Industry & Company Analysis
F1 Business Fundamentals and Models
The firm as an object. What it does, for whom, and how the money arrives.
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Take Rate: What a Platform Keeps of What Passes Through
Calculate
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F3 Operating Model and Supply Chain
The cost side and the machine that produces it. Chain, throughput, capacity, dependency.
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Capacity Utilisation: How to Compute It and What It Hides
Calculate
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F4 Customers and Brands
Who actually buys, what they cost to win, and what keeps them.
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Customer Economics: What One Buyer Earns, Costs and Repays
Calculate
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F6 Industry Structure and Sector Behaviour
The field. Five forces, concentration, and how a sector behaves through a cycle.
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Herfindahl-Hirschman Index: Which Market Are You Measuring?
Calculate
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F7 Market Size and Addressable Market
How big the field is, what drives demand, and how a share of it moves.
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Market Share: Where the Figure Actually Comes From
Calculate
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